Headless 360

    Keep Salesforce as the system of record. Stop making it the only place work happens.

    Your customer data, everywhere your team already works — Slack, Claude, your own app — with AI that finally has something real to work from.

    Trusted by companies with $1B+ VC/PE raised and asset managers with $500B+ AUM

    Axonius
    Carnelian Energy Capital
    Careviso
    Cerberus
    Dusty Robotics
    Eagle Point Credit
    Fetch Rewards
    HPS
    Leap
    Lead Edge Capital
    MikMak
    LLR Partners
    OneSchema
    Mercury
    Pacemate
    Series X Capital
    Axonius
    Carnelian Energy Capital
    Careviso
    Cerberus
    Dusty Robotics
    Eagle Point Credit
    Fetch Rewards
    HPS
    Leap
    Lead Edge Capital
    MikMak
    LLR Partners
    OneSchema
    Mercury
    Pacemate
    Series X Capital

    What headless actually changes

    Nothing about your data changes. Everything about the day changes.

    Reps click through tabs to log what they already know
    Work happens in Slack, Claude, or your own app — Salesforce still keeps the record
    Every new process means another screen to build
    Build it once, use it everywhere
    Tools glued together with syncs that break quietly
    One clean layer every tool shares
    AI that sounds confident and gets it wrong
    AI that answers from your real customer data
    Small changes wait on an admin and a release window
    Ship the change this week

    How we get you there

    01

    We find what's actually working

    A fast, honest read on your CRM: what's driving revenue, what's slowing everyone down, and what's safe to leave behind.

    02

    We make your data usable everywhere

    Your customer data stops being locked behind a CRM login and becomes something every tool — and every AI agent — can safely use.

    03

    We meet your team where they work

    Slack, Claude, your own app, a client portal. The CRM stops being a destination and starts being invisible infrastructure.

    04

    We leave you in control

    Clear guardrails, real documentation, and a team that can run and extend it without calling us every quarter.

    Get your time back by simplifying your workflow

    Same CRM. Completely different week.

    Sales

    Update your pipeline from Slack in seconds

    No tabs, no page layouts, no need to even login. Get pipelines up to date by removing the hurdles.

    Leadership

    Ask questions and get answers

    From forecast to account health, get real insights without spending hours chasing data.

    RevOps

    Centralize your data

    Stop searching disparate data sources for key business insights.

    IT

    Same security. Streamlined

    Have peace of mind knowing that your Headless 360 setup will be built on your existing permissions framework.

    Skydog

    CRM & GTM Systems Design
    for the AI era.