Integrations for PSA & CRM Systems

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Integration Services

A low code/no code first approach is our default, when connecting enterprise solutions with Kantata SX, Salesforce.com and DealCloud

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Our technology Partners

Our Experience

iQlink has 20+ year’s experience of implementing, configuring and customising professional service automation solutions.
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Our team has extensive experience working both with, and in, professional services organisations, understanding the challenges of maintaining a connected solution architecture, master data management and the related business processes.

Our Services

Whether it's a migration from legacy technology, building an integration/interface or a simple platform automation iQlink can help you succeed

Platform Automations

Helping you automate your business processes – from selecting the appropriate platform feature to deploying the solution with care and consideration.

Integration/Interfacing

Working with you - and your existing technology stack - to design, build and implement an integration or interface to meet your requirements. Once live, we can also support the solution via our Managed Service offering.

Migrating/Transforming

Helping you move data between SaaS products. We will take time to understand the data source and validate the data integrity before transforming and loading the data into Kantata SX or Intapp DealCloud.

Managed Service

Providing you with regular access to a certified Salesforce admin to ensure your SaaS solutions remain connected with no data integrity issues. We will work with your internal team and subject matter experts to ensure integration issues don't impact your users or business.

Workato iPaaS

Leading no-code iPaaS platform for integration & automation. Connect Kantata SX and Salesforce.com with a wide array of ERP, HCM, Expense solutions.

Solution Architecture

30+years combined experience of working on SaaS solutions.

Experts on the Salesforce.com and DealCloud platforms.

We’ve been working with iQlink since March 2022, who support us with both our Consultant Portal and Kantata SX. The team have been fantastic from day one – highly knowledgeable, refreshingly responsive and always happy to help (even when it involves going above and beyond). Most importantly, they’ve taken the time to understand our operations and ways of working, and we’ve been really impressed by their ability to find, not just a solution, but a solution that works for us. A joy to work with!

Catherine Oates

Head of Operational Improvement
Eden McCallum

We have worked with iQlink over the past two years implementing and optimising our integrations. Michael and the team are very helpful and accommodating to our requests and seem to find a solution to every request. We would highly recommend them.

HEATHER MCKERROW

Client Data & Campaigns Manager
Gilbert & Tobin

Made Tech work with iQlink to deliver both incremental and major improvements to our Kantata and Salesforce implementations. The team’s responsiveness, deep expertise in the system and ability to engage as consultants with the business outcomes we’re trying to deliver make them a valued and important partner for us.

Sam Paice

Head of Business Operations
Made Tech

iQlink is the best in the business. Mike and his team have provided guidance, support, and expertise through the full cycle of our firm’s cloud CRM implementation. They have helped us integrate business critical systems including Salesforce, 3E Elite, ERM, and Sitecore as well as assisted in the development of custom applications that extend the features and functionality of the core platform. The iQlink team possesses a rare combination of technical skills, strategic perspective, and extensive experience with the legal vertical. We are fortunate to continue our partnership with iQlink and would highly recommend their services to any legal/professional services firm looking to make substantive improvements to their MarTech stack!

Senior Digital Marketing Manager,

Am Law 200 and Global 200 Top 50 Firm

Working with iQlink over the past few months has been absolutely amazing. The crew is expert, approachable, responsive, and professional. They met our needs and provided us with high-quality services. They succeeded in transforming our ideas into a well-designed, user-friendly application system. We would highly recommend them.

Theresa Ellis

Senior Project Manager
APR

iQlink have navigated Optima Partners brilliantly through the Kimble PSA this year, to help us improve the use of the platform in line with our business model changes. We have taken leaps and bounds in the use of Kimble, and in the reporting that we get out of it. Dashboards for each level within the company now exist with handy links to vacation, relevant reports etc. Exec reporting is easily done with most of our KPIs now in report form. It has been a fantastic relationship from which we are all now reaping the benefits.

Justine Muir

CFO
Optima Partner