CRM & revenue
Customer context, pipeline, calls and billing.
Attio · HubSpot · Salesforce · Pipedrive · Gong · Stripe
Integrations
Your stack, without replacing it
Primal sits across the systems where company data and decisions already live. We agree the exact sources, actions and processing boundaries before work starts.
Common starting points
The Western operating stack, in one loop
These are examples of systems teams commonly bring to discovery. We scope the exact connection, data access and action boundary for your environment.
Finance, spend & accounting
Cards, invoices, cash movement and the books.
Ramp · Brex · Airwallex · QuickBooks Online · Xero · NetSuite · Sage Intacct
Teamwork & knowledge
The places where decisions, tasks and company knowledge live.
Slack · Microsoft Teams · Google Workspace · Microsoft 365 · Notion · Linear · Jira · Asana
Commerce & demand
Orders, customers, paid acquisition and lifecycle messaging.
Shopify · Amazon Seller Central · Klaviyo · Google Ads · Meta Ads · Google Analytics
Projects & field operations
Schedules, job records, documents and project execution.
Procore · Autodesk Construction Cloud · Smartsheet · Monday.com · Primavera P6
Data & reporting
Governed data, transformation and shared operating metrics.
Snowflake · BigQuery · Databricks · Fivetran · Airbyte · dbt
Check your exact configuration
Bring one real task. We will assess the relevant systems and give a specific answer.