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.

AI-Powered Integrations

Enhance your workflows with intelligent automations, leveraging AI to boost productivity, data accuracy, and operational efficiency.

Automation Consulting

Benefit from expert strategic guidance that continually improves your operational effectiveness and aligns your automations with evolving business goals.

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.