Simplified automation solutions for professional service firms
From marketing and sales processes to finance and project management—Spoke integrates and automates it all.
Our core service offerings
Automate data flow between systems
We build custom automations to seamlessly connect your core business systems, eliminating manual tasks and reducing operational friction.
CRM Integrations
Project Management Automations
Finance & Accounting Integrations
Sales-to-Delivery Workflow Automation
AI-Powered Integrations
Enhance your workflows with intelligent automations, leveraging AI to boost productivity, data accuracy, and operational efficiency.
AI-Enhanced Lead Management
Intelligent Document Processing
Data Enrichment & Validation
Smart Reporting & Notifications
Automation Consulting
Benefit from expert strategic guidance that continually improves your operational effectiveness and aligns your automations with evolving business goals.
Workflow Audits & Assessments
Automation Strategy & Roadmaps
Operational Efficiency Consulting
Continuous Process Improvement
We help services companies compete do more with less.
Sample automation recipes
Automatically create and assign a project in Asana, Monday.com, or ClickUp when a deal is marked as “Closed-Won” in HubSpot or Salesforce.
CRM
Project Management
Instantly notify sales teams via Slack or Teams when a high-value lead submits a form on your website.
Marketing
Sales Notifications
Automatically generate and send invoices via QuickBooks or Xero when a project milestone is marked complete in your PM system.
Finance
Operations
Automatically enrich new lead profiles in HubSpot with relevant company data using AI integrations triggered from incoming lead emails.
Email
CRM Enrichment
Instantly notify sales teams via Slack or Teams when a high-value lead submits a form on your website.
HR & Onboarding
Productivity Apps
Connecting Your Entire Tech Stack
Spoke seamlessly integrates with the technology tools your business already loves and relies on. Our team is platform-agnostic, meaning we connect and optimize your existing software and tech stacks—no matter what you’re using today.
We routinely work with and integrate:
CRM Tools
Hubspot
Salesforce
Zoho CRM
Pipedrive
Project
Management
Monday.com
Asana
ClickUp
Trello
Basecamp
Finance & Accounting
QuickBooks
Xero
FreshBooks
Stripe
Communication & Collaboration
Slack
Microsoft Teams
Google Workspace
Zoom
Marketing Automation
Marketo
ActiveCampaign
Mailchimp
Pardot
HR & Operations
BambooHR
Gusto
Rippling
ADP
AI & Data Enrichment
OpenAI
Clearbit
Apollo.io
GPT integrations
What makes Spoke different
Deep business expertise
Our founders have spent decades inside professional services firms. We understand your workflows, priorities, and frustrations because we've lived them.
Real-world experience
Our insights come from building, scaling, and managing successful businesses—just like yours. We don’t just automate; we optimize.
AI & Automation mastery
We combine advanced AI tools with strategic operational know-how. The result? Automation that's both intelligent and practical.
Ready to automate your business?
Book a discovery call, and let’s explore how Spoke can simplify your operations.