Platforms

We do not resell platforms. We run them, in your accounts.

AWS, Azure, Google Cloud, Shopify, Wix, Squarespace, Google Workspace, Microsoft 365, QuickBooks, Stripe, and whatever you already pay for. Licenses and usage at the provider’s own price; our fee is for running it well.

Cloud & edge

AWS

Primary

Our default for custom software and anything with a database.

  • Account setup with SSO, budgets and billing alarms

  • Fargate or Lambda, RDS Postgres, S3 and CloudFront

  • SES and SNS under the notification service

  • Everything as code with Terraform or CDK

Azure

Primary

The right answer when the business already lives in Microsoft 365.

  • Entra ID for SSO and MFA across everything

  • App Service, Azure SQL and Blob Storage

  • Lift-and-shift of the closet server to a small VM with snapshots

  • Cost review every month, in your subscription

GCP

Primary

Where Google Workspace shops keep their data and their pipelines.

  • Cloud Run for services, Cloud SQL for Postgres

  • BigQuery as the warehouse under dashboards

  • Workspace-native identity, no second login

  • Looker Studio on top, cheap and shareable

Cloudflare

Primary

In front of every site and app we run: DNS, CDN, SSL, WAF, Workers.

  • DNS and registrar with DNSSEC and locked transfers

  • WAF, bot rules and rate limits on forms

  • Workers and D1 for small backends that never sleep

  • Zero Trust for staff access instead of a shared VPN password

Commerce

Shopify

Primary

For anything that sells a physical product.

  • Store build, theme customization and custom sections

  • Subscriptions, local pickup and delivery-radius rules

  • Shopify → QuickBooks → inventory → email chains

  • Faire and wholesale channels on the same catalog

Faire

Supported

Wholesale orders synced with the same stock as the retail store.

  • Order import to QuickBooks

  • Inventory sync with Shopify

  • Wholesale price lists kept in one place

Site builders & CMS

Wix

Supported

When you want to edit the site yourself and it is mostly a brochure.

  • Build or rescue, with speed and SEO fixed

  • Bookings, forms and payments wired to your tools

  • Handover so your team can edit without breaking it

Squarespace

Supported

Good-looking, easy to run, fine until the logic gets custom.

  • Design and build on a template that will still look right in two years

  • Scheduling and commerce blocks connected to the rest

  • Migration off it when you outgrow it

WordPress

Supported

We inherit a lot of these. Patched, sped up, backed up, or migrated.

  • Security hardening and plugin cleanup

  • Managed hosting with real backups

  • Rebuild in something faster when it is time

Email & productivity

Google Workspace

Primary

Email, calendar, Drive and Meet for teams that live in a browser.

  • Setup, migration from Gmail or Microsoft, and DMARC done right

  • User onboarding and offboarding as a checklist we run

  • Shared drives with access that matches the org chart

  • Licenses at cost, administration $6 per user per month

Microsoft 365

Primary

Exchange Online, Teams, SharePoint and the Office apps, run properly.

  • Exchange Online migration with no lost mail

  • Entra ID with MFA and conditional access

  • SharePoint and OneDrive replacing the file server

  • Licenses at cost, administration $6 per user per month

Basic Email

Primary

Our own mailbox service for businesses that need email on their domain, not a suite.

  • Shared, employee and automated mailboxes on your domain

  • IMAP, SMTP and webmail; works in every mail app

  • SMTP outbound relay for the apps that send on your behalf

  • Self-serve setup at /app/mailboxes

Payments & accounting

QuickBooks

Primary

Where the accountant lives, so where every invoice ends up.

  • Two-way sync from Shopify, Stripe, Square and job software

  • Automatic invoicing on job completion

  • Month-end packet without CSV exports

Stripe

Primary

Deposits, card on file, subscriptions and payment links.

  • Deposit-at-booking and card-on-file flows

  • Subscriptions for recurring plans

  • Payouts reconciled to QuickBooks automatically

Square

Supported

For shops that already tap-to-pay on the counter or in the truck.

  • Online ordering tied to the same catalog

  • Sales and inventory into the dashboard

  • Sync to QuickBooks

CRM & marketing

HubSpot

Primary

The CRM we wire the website and the phones into first.

  • Lead → CRM → follow-up sequences

  • Quote and pipeline automation

  • Sync with email, calendar and accounting

Salesforce

Supported

When you already pay for it and want it to talk to everything else.

  • Integrations to accounting, messaging and the website

  • Flows and reports your admin cannot get to

  • AI lead qualification feeding it clean records

Mailchimp

Supported

Campaigns, kept in sync with the customer list you actually have.

  • Audience sync from the CRM and the store

  • Consent and opt-outs mirrored from the notification service

  • Seasonal campaigns scheduled from your calendar

Google Reviews

Primary

Where local customers decide. Reviews asked for automatically, answered fast.

  • Review requests at the right moment after every job

  • Profile kept current: categories, hours, photos, posts

  • Review monitoring and response drafts

Messaging & voice

Twilio

Primary

SMS, voice and WhatsApp, in your own account, at Twilio’s own rates.

  • 10DLC / A2P registration handled

  • Two-way texting from your business number

  • Voice notifications and call routing for the desk

WhatsApp

Primary

Where a lot of crews and customers already are, especially multilingual teams.

  • Business account and templates approved

  • Order and appointment updates over WhatsApp

  • Shared inbox with the rest of the channels

Telegram

Supported

Bots for internal alerts and the customers who prefer it.

  • Alert bots for ops and on-call

  • Customer notification channel where it fits

  • Same templates and opt-out rules as every other channel

SES / SNS

Primary

Transactional email and push at cost, under the notification service.

  • Domain authentication: SPF, DKIM, DMARC

  • Bounce and complaint handling that protects your sender reputation

  • Push and SMS fan-out through SNS

Code, data & delivery

GitHub

Primary

Your organization, our commits. Actions for CI/CD.

  • Repositories in your org from day one

  • GitHub Actions pipelines with previews per branch

  • Dependabot and secret scanning turned on

Docker / Kubernetes

Supported

Containers always; Kubernetes only when the workload has earned it.

  • Containerized builds that run the same everywhere

  • Managed Kubernetes when there is a real reason

  • Honest advice that Fargate or Cloud Run is usually enough

Postgres

Primary

The database under almost everything we build and every warehouse we run.

  • Schema design you can read

  • Managed RDS, Cloud SQL or Neon

  • Backups restored on a schedule, not assumed

Field service & operations

Jobber

Primary

The job software most of our trades clients run. We integrate, not replace.

  • Website and desk bookings written straight in

  • Invoice and payment events into the automations

  • Review requests triggered on job completion

Housecall Pro

Supported

Same story as Jobber: bookings in, events out, nothing retyped.

  • Lead intake wired in

  • Job completion → invoice → review

  • Sync to QuickBooks

ServiceTitan

Supported

For larger shops. We work in its API rather than around it.

  • Custom reports it will not give you

  • Integrations to marketing and accounting

  • AI call summaries attached to the job

DocuSign

Supported

Contracts and change orders signed on a phone, filed automatically.

  • Templates per document type

  • Signed documents stored and findable by customer

  • Renewal reminders on annual agreements

And the ones not on this list. If you already run it and it has an API, we work in it. If it does not have an API, we will tell you what to move to and why.

Book the 30 minutes. Worst case, you leave with a plan you can hand to someone else.

No deck. No pitch. You talk about what your week actually looks like and we write down what we would fix first.

pst@balsamsolutions.com

The answering desk never closes. Nights, weekends, holidays, storm weeks.

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