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Two-way sync SaaS interface between Orderwise & HubSpot

ow sync orderwise connector extended screenshot

Industry

CRM & ERP Consulting

About Cogent Connective

Cogent Connective is a platinum-certified HubSpot Partner founded in July 2023, headquartered in Perth, Scotland. Led by Directors Daryl Michel (Founder) and Kevin Michel, the team excels at streamlining ERP and CRM systems for SMEs.

Business Challenge

Cogent Connective faced manual data integration bottlenecks between Orderwise ERP and HubSpot CRM due to the complexity of the schema on both ends.

Core Expertise

HubSpot Implementation, Process Automation, Tool Integration, CRM Consulting

3 days
Sync Setup per Customer (Prev. 6 to 8 weeks)
5+
High-Ticket B2B Customers
6 mos
Time To Break Even / ROI
75%
Gross Margin Unlocked

OW Sync has completely changed the way we connect Orderwise and HubSpot. What used to take tedious manual updates in weeks now flows effortlessly with full data integrity in just a few days.

Daryl Michel

Director at Cogent Connective

orderwise hubspot integration

From problem to SaaS product

We implemented OW Sync - Orderwise Connector: a scalable integration designed to eliminate manual workflows between OrderWise ERP and HubSpot CRM.

What began as a one-off consulting need is now a fully productized solution, available to all HubSpot users directly via the HubSpot App Marketplace.

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The impact

For years, Cogent Connective delivered expert CRM consulting and ERP integration between Orderwise and HubSpot without an automated solution.

Every project required manual field mapping, API testing, and troubleshooting - high-touch, high-cost, and hard to scale.

With OW Sync, that changed completely.

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Sagewill's assigned team

Sagewill deployed a full-stack product team to turn Cogent Connective’s integration know-how into a scalable SaaS product.

Thanks to our Product Loop model, Cogent Connective didn’t need to hire internally or manage a patchwork of freelancers. Instead, they worked with a dedicated, cross-functional team embedded in their vision from day one:

sagewill product loop team for ow sync orderwise connector

Our process

From custom consulting to a scalable SaaS process, here's how we helped Cogent Connective transform their tool integration approach:

sagewill ow sync orderwise connector benefits

Looking ahead

After launching OW Sync and experiencing the impact of a fully-automated solution, Daryl and the Cogent Connective team are already planning what’s next.

The success of this first integration has opened the door to a deeper partnership—one focused on developing additional productized integrations that further streamline operations for their growing client base.

With a proven process, a reliable product team, and clear ROI, Cogent Connective is doubling down on their B2B SaaS efforts.

Stay tuned!

You’re one step closer to realizing your B2B SaaS vision

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