Technology Services
At Next Best Action Marketing, our technology services are designed to help entrepreneurs and growing businesses make smarter decisions about the systems that run their day-to-day operations. Too often, companies string together third-party tools—POS, CRMs, inventory software, schedulers—without a clear strategy for how those systems will interact. The result is data silos, inconsistent customer experiences, and inefficiencies that slow growth.
Build Smarter Systems, Not Just More Software
We help you develop operational technology that supports long-term marketing, data visibility, and customer growth.
Customer Relationship Management Solutions
Your CRM should be the central brain of your business. We help you choose and implement platforms like HubSpot, Salesforce, or Klaviyo based on your customer journey, marketing funnel, and automation needs. We also handle integrations and workflows so marketing and service teams work from the same data.
Pricing & Promotional Engines
Smart pricing isn’t just about margins—it’s about how your business competes. We implement or connect with pricing intelligence tools that scrape competitor data and sync with your website, CRM, and advertising tools. This ensures your promotions reflect demand and opportunity.
Inventory Management (Retail & eCommerce)
Knowing what’s in stock, what’s moving, and what needs promotion should be a marketing-driven insight. We help retail and eCommerce businesses integrate inventory systems (like Shopify, Cin7, or DEAR Systems) with their websites and marketing platforms so ads and emails match real-time product availability.
Booking & Scheduling Platforms
For service-based businesses, we integrate tools like Acuity, Jane, and Calendly with your CRM and email marketing so follow-ups, reminders, and lead nurturing happen automatically. No more no-shows or lost leads due to manual gaps.
Point of Sale (POS) Systems
POS systems aren’t just about transactions—they’re a goldmine of customer behavior. We connect platforms like Square, Toast, and Lightspeed with marketing CRMs so purchase data can trigger personalized outreach and loyalty offers.
Workflow Automation
From Zapier to Make to custom middleware, we help automate the handoff between platforms—ensuring that lead forms, order systems, and email sequences are all talking to each other with no manual steps needed.
What We Have Heard
Most new businesses focus on getting up and running fast. That often means signing up for SaaS platforms like Shopify, Square, Calendly, or QuickBooks because they’re easy to implement and cost-effective in the short term.
Piecing together disconnected third-party tools
Many entrepreneurs launch with popular platforms like Square or Calendly without a long-term integration plan. What we do instead: We help you build a cohesive tech stack with custom or integrated tools that scale together, not apart.
Manual processes waste time and introduce errors
Without system connections, tasks like customer follow-ups or syncing inventory require constant manual work. What we do instead: We implement automation and intelligent workflows to eliminate repetitive tasks and improve accuracy.
Fragmented data makes marketing hard
When customer data lives in five different systems, your campaigns can’t be personalized or timed effectively. What we do instead: We unify your operational and marketing data so you can trigger smarter emails, ads, and offers.
Project Management
We don’t just deliver code—we define your business logic, your customer experience, and your competitive moat through smart systems. We break large projects into manageable sprints, align stakeholders across marketing and technology, and prioritize work based on its impact on growth.
Whether you need a CRM integration, a custom workflow automation, or an entire backend ecosystem built from scratch, our team makes sure the technology is developed in a way that serves your brand goals, customer journey, and long-term scalability.