Athos

CRM · BILLING · SUPPORT · RECONCILIATION

Keep your customer systems in sync.

Athos reconciles your CRM, billing, and support systems against one source-of-truth — so records match, and duplicate accounts, mismatched invoices, and stale lifecycle stages get caught before they cause problems.

For RevOps, finance, and support teams at mid-market companies running customer data across multiple systems.

One reconciled view of customer state

Athos reads your CRM, billing, and support systems, detects where they disagree, and applies your source-of-truth rules to produce one record every team can trust.

CRM Billing Support ATHOS RECONCILIATION detect · match · resolve UNIFIED CUSTOMER STATE one source-of-truth · synced everywhere

HOW ATHOS WORKS

Detect conflicts

We scan your CRM, billing, and support tools to surface where customer data disagrees — highlighting each mismatch with clear visual cues.

Connect your systems

Athos connects the tools your teams already use and detects where customer records drift across sales, finance, and support workflows.

Define the source of truth

We set the rules for which system owns each key customer field, so updates stay consistent across teams and tools.

Monitor and prevent drift

Athos watches your systems in real time, catching data drift the moment it happens — with clear amber warnings and instant green resolutions.

Common problems we solve

The operational failures that appear when customer data lives in more than one system.

Duplicate records

The same customer exists twice, with different owners or stages depending on the system.

Billing mismatches

Invoice or subscription state in billing no longer matches the CRM record.

Stale lifecycle stages

A renewal, churn, or expansion updates one system but never reaches the others.

Outdated support data

Support works from account data that sales changed months ago.

Manual reconciliation

Someone spends hours a week matching records by hand across systems.

Where Athos fits

Different tools solve different problems. Here is where each one belongs.

Zapier / Make

Simple triggers

When X happens, do Y. One-way automation between systems — no reconciliation and no source-of-truth.

Best fit: lightweight, one-directional automations.

Athos

Ongoing cross-system reconciliation

Continuously detects drift across CRM, billing, and support, applies your source-of-truth rules, and keeps every record in agreement.

Best fit: teams whose customer records must stay in agreement.

Enterprise suites

Full-stack integration for large teams

Broad platforms for orgs with dedicated ops staff. Powerful, but long to set up and priced for the enterprise.

Best fit: large enterprises with an internal integration team.

Integrations

Athos connects the systems your teams already run, grouped by the part of the customer record they own.

CRM

  • Salesforce
  • HubSpot
  • Pipedrive

Billing

  • Stripe
  • Chargebee
  • Recurly

Support

  • Zendesk
  • Intercom
  • Freshdesk

Don't see your stack? New connectors are added on request during onboarding.

Security & access

Athos starts read-only and earns write access one scoped rule at a time.

Read-only start

Athos connects and observes first. Nothing is written back until you review the mismatches and approve the rules.

Scoped write permissions

Writes are opt-in, per system and per field, and only ever follow the source-of-truth rules you set.

Full auditability

Every match, change, and sync is logged and reviewable, so you can trace exactly why a record was updated.

Data handling

Least-privilege OAuth, encrypted in transit and at rest. Your customer data is never sold or shared.

What to expect

From first demo to live sync — who does what, and how access ramps up.

In the demo

  • A live scan of where your CRM, billing, and support systems disagree today
  • Proposed source-of-truth rules for the fields that matter most
  • An estimate of the manual reconciliation Athos would remove

Who owns implementation

  • Athos owns connection, rule configuration, and setup
  • Your team reviews and approves every rule — nothing runs without sign-off
  • No new tool for your team to operate day to day

What connects first & access

  • Start with CRM and billing, connected read-only
  • Add support once the first rules are approved
  • Scoped writes switch on system by system — typically 2–4 weeks to live sync

FAQ

The questions RevOps, finance, and support teams ask before a pilot.

Who is Athos for?

RevOps, finance, and support teams at mid-market companies that run customer data across a CRM, a billing system, and a support tool — and need those records to agree.

When is Athos a fit?

When customer state is spread across multiple systems and drift between them causes duplicate accounts, billing mismatches, or stale lifecycle data. If everything already lives in one system, you don't need Athos yet.

Does Athos replace Zapier or Make?

No — they're complementary. Zapier and Make fire one-way triggers between apps. Athos continuously reconciles records across systems and enforces your source-of-truth rules. Many teams run both.

How long does implementation take?

Typically 2–4 weeks from kickoff to live sync. Athos owns setup and rule configuration; your team reviews and approves. You start read-only and enable scoped writes system by system.

What permissions and data access does Athos need?

Athos starts with least-privilege, read-only OAuth access. Write access is opt-in, scoped per system and per field, and tied to the rules you approve. Every change is logged, and data is encrypted in transit and at rest.

Which systems does Athos support?

CRM (Salesforce, HubSpot, Pipedrive), billing (Stripe, Chargebee, Recurly), and support (Zendesk, Intercom, Freshdesk) today — with new connectors added on request during onboarding.