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
































What headless actually changes
Nothing about your data changes. Everything about the day changes.
How we get you there
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.
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.
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.
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.
