Start with focused discovery
Begin with a small paid exercise around one part of the solution. Check the process, available APIs, technology gaps and practical alternatives.
Tray.ai integration consulting
Make Tray work for the way your business works.
Get experienced help to deliver a new workflow, assess a custom integration, or connect the information your next team needs.
Initial conversation about fit. Focused discovery is paid; implementation is time and materials.
Australia-based. Selected international projects welcome.
Practical implementation evidence
See the work behind the promise.
Look at the implementation examples and portfolio before choosing a useful starting point.
From a field-sales submission to a usable job
In the SalesRabbit and ServiceTitan example, the integration creates linked customers, projects and jobs, transfers notes and attachments, and skips repeat submissions of the same lead.
Explore the ServiceTitan exampleBring job activity back into the sales picture
SalesRabbit and AccuLynx work connects operational information with sales visibility and Amplify activity, with attention to the rules for what counts and who receives credit.
Explore the SalesRabbit workMake customer information easier to act on
The Salesforce example brings CRM information into a Slack workflow, helping people find the context for their next customer call.
Explore the Salesforce exampleA practical Tray example: validate a submission, create the ServiceTitan job, handle exceptions and update SalesRabbit. This development canvas illustrates the workflow; it is not a production uptime or savings claim.
Development workflow: validation, job creation and update handling. Select to view at full size.
A sensible way to get started.
Agree a starting range
Use what we discover to agree a high-level approach and an initial time-and-materials ballpark range. Make the assumptions and remaining unknowns clear.
Deliver, learn and refine
Build and test in stages. As the detail emerges, review estimates and priorities together, then agree the next step. Document the work and its ongoing ownership.
You’ll speak with Enrico Simonetti
Founder of Naonis · 15+ years in CRM and business applications
Meet Enrico →One point of contact across business analysis, architecture and hands-on delivery. Work can be independent or alongside your team.
“He brought structure, clarity, and momentum to areas that really needed it.”
Duncan Brett, COO, Decidr AI Industries Ltd Read the full customer review →
Before we start
How do we start?
Share one workflow, the systems involved and what needs to improve. The initial conversation checks fit and direction. Detailed discovery and solution design are paid work with an agreed scope.
How is the work priced?
We normally start with focused paid scoping. We then agree a high-level approach and an initial time-and-materials ballpark range. API access, technology gaps and alternatives can change the detail; estimates and priorities are reviewed as the work progresses. Software subscriptions and ongoing support are discussed separately.
Can you improve an integration already running?
For a purpose-built integration, we can assess what can safely be extended, who owns it and what access is available. A pre-packaged connector may have fixed capabilities; sometimes a separate workflow or another approach is needed.
How long does a project take?
Some focused projects show useful improvements within two weeks. Others need a few months, and complex or evolving work can continue longer. The starting scope, access and dependencies determine the practical timeline.
Will I work directly with Enrico?
Yes. Enrico combines consulting, business analysis, solution architecture, project management and hands-on delivery. He can work independently or alongside your technical team, and translate between technical and business stakeholders.
Which handover would you improve first?
Bring the systems involved, an example of the work and the result you need. You do not need a technical specification to start.
Initial conversation about fit. Focused discovery is paid; implementation is time and materials.