Ledgerloop is a twelve-person fintech that reconciles accounts-receivable for small-business lenders. When they started, they had three tools for customer conversations and a Notion page tracking which tool had which customer.

The before

“We had Intercom for chat, HubSpot for the sales side, a custom Slack bot that paged on-call, and honestly, a spreadsheet. When a customer emailed, we’d tell someone in Slack, ‘hey, can you check HubSpot.’”

The switch

They moved off all three in a single afternoon. The unified timeline meant their on-call engineer could see a customer’s entire history — payments, support, product usage — without context-switching.

The after

Forty percent drop in support queue in month one. Zero dropped handoffs between sales and support in month two. Morgan sleeps.