Project Management Workflow Automation 

Say goodbye to manual tasks, messy data, and wasted time. With our managed integrations and automation tools, you can focus on what you do best–effectively managing projects for maximum growth and profitability. It's time to streamline your most tedious processes and unleash your team's full potential.


Get visibility to the data you need to improve collaboration, hit deadlines, and grow the bottom line

Say goodbye to manual resource allocation, delayed profitability metrics, and lack of visibility to the health of the project. With Venn Technology's integrated solutions, we help automate processes across systems so you can focus on strategic planning and driving successful project outcomes.


Streamline resource allocation

App integrations optimize resource allocation, preventing overbooking and underutilization.


Get real-time project financials

Automate budget management for real-time financial insights and informed decision-making.


Cross-functional alignment

Bridge the gap between systems so PMs and finance teams can track profit and ensure client satisfaction.

Hear from real partners & clients about their experience with Venn

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American Marketing Association

Salesforce + Sage Intacct

Baker Tilly - Kimberly Bink Robbins

Baker Tilly

Sage Partner

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Mothers Against Drunk Driving (MADD)

Salesforce + Sage Intacct

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Air & Space Forces Association

Fonteva + Salesforce + Sage Intacct

CRM Automation, Configuration & Support

Adapting a CRM to unique business processes doesn't come easy. We provide CRM implementation and maintenance support for both nonprofit and for-profit organizations.

CRM-salesforce-icon Salesforce

Have a complex Salesforce environment? Our experienced team of Salesforce consultants is equipped to optimize your CRM to fit your unique processes.

logo-hubspot_sprocket HubSpot

HubSpot is a powerful tool for growing businesses. Get the most out of HubSpot CRM with custom-built reports, workflows, and more.

Don’t need any more convincing?

Book time to meet so we can find the right solution for your organization.


Think Like An Automation Expert

Want to learn more about automating your business but don't know where to start? Visit our blog for the latest integration and automation content focused on helping small teams and midsize organizations get more out of their tech stack. 

Learn more about what it takes to automate workflows across your organization.

Book a meeting with us to explore which solution best fits your unique scenario.