Quick, Understands Needs & Easy to Work With
I brought Michael in as we were changing our sales process and needed some automations completed to get it working properly. He was able to have a meeting with me, understand what I needed and then proceed to configure all the zaps. Michael was able to work around issues that occurred, explained work that he did clearly and get the automations done very quickly!
Will be working with him on all future workflow needs!
Good experience, friendly team
Had to get Dale and the team to do some API coding and 3rd party integration with hubspot and zapier. Good and highly recommend
Responsive, super helpful and solved our zap issue!
Dale from CBO was awesome, helped us understand Zapier and connecting to our collaboration tool, Monday.com. He went above and beyond to help and resolve this so quickly for us. Impressed, grateful and will be working with him and CBO again!
Excellent & Efficient
Great service, quick responses and extremely efficient
PandaDoc XERO integration
Dale was able deliver our scope as requested, from the outset he understood our requirements and provided support throughout the process. Excellent understanding of the systems, PandaDOC, Zapier, XERO. We were able to patch a manual process in our proposal to accounting procedures which will deliver many saved ours for our team.