We thrive at the intersection of design, data, and technology. Together, we’re focused on transforming brands that connect people to technology.
Let’s build something great together.
Get in TouchJoin the Team
We thrive at the intersection of design, data, and technology. Together, we’re focused on transforming brands that connect people to technology.
Let’s build something great together.
Get in TouchA Customer Relationship Management (CRM) system is only as good as the data inside it. At LockData, we move beyond basic setup to provide full-scale CRM Engineering. We architect systems that eliminate data silos, automate complex sales workflows, and integrate seamlessly with your existing tech stack, from ticketing engines to ERPs.
25 +
Years in the Tech Space.
1000 +
Delivered Projects.
93 %
Client Retention
Developing & Connecting
software solutions that drive innovation.
Some of our Great
Clients and Partners:
Salesforce: Custom Apex development, Lightning components, and complex enterprise architecture.
HubSpot: Advanced implementation for Sales, Marketing, and Service Hubs.
Microsoft Dynamics 365: Enterprise-grade integration for large organizations.
SugarCRM / SuiteCRM: Open-source customization for total control.
Zoho & Zendesk: Flexible solutions for growing agile teams.
Most CRMs live in isolation. We fix that. We build custom API connectors that sync your CRM with your Ticketing System (Tessitura, AudienceView), eCommerce Store (Shopify, WooCommerce), or Accounting Software.
The Result: When a ticket is sold or an invoice is paid, your CRM knows about it instantly, no CSV uploads required.
Moving from a legacy database to Salesforce? We handle the heavy lifting. We map, transform, and validate your historical data to ensure you don’t lose a single customer interaction during the move.
Key Capabilities: Legacy Data Extraction Field Mapping Data Cleansing
We turn business logic into code. We configure complex automation rules like assigning leads based on geography, triggering renewal emails, or alerting account managers to churn risks.
Key Capabilities: Apex Triggers (Salesforce) HubSpot WorkflowsPower Automate
Inherited a messy CRM instance? We perform deep-dive audits to identify unused features, broken integrations, and security gaps, then provide a roadmap to fix them.
If your sales team spends more time entering data than closing deals, your CRM is broken. We build systems that work for you.
Clean Data: We scrub, de-duplicate, and standardize your legacy data before it ever touches your new system.
Automated Logic: We replace manual data entry with intelligent triggers and workflows.
360-Degree View: We connect your marketing, sales, and support data into a single source of truth.
Not sure what a CRM can really do for your organization, or how to get yours working the way it should? Here’s a plain-English look at what’s possible, and how we make it happen.
Your ticket buyers, donors, members, and subscribers often live in separate systems that don’t talk to each other. We connect them into your CRM so you get a single, complete view of each patron, what they’ve bought, given, and attended, in one place. Your marketing and development teams finally work from the same picture.
If your staff spends hours exporting spreadsheets and re-keying data, your CRM is costing you time instead of saving it. We connect your CRM to your ticketing platform, your email tool, and your website, so patron data flows in automatically. Someone buys a ticket or makes a gift, and your CRM knows, no manual entry.
For arts and live event organizations, the most valuable data lives in your box office. We build integrations between your CRM (Salesforce, HubSpot, Microsoft Dynamics) and your ticketing platform, like AudienceView, Tessitura, and Spektrix, so ticket buyer and donor data stays current in your CRM without anyone lifting a finger.
We turn your business rules into automation: assigning leads, triggering renewal reminders, flagging lapsed donors, or launching a welcome series when someone buys their first ticket. Your team focuses on relationships; the CRM handles the repetitive work.
Inherited a CRM full of duplicates, broken automations, and fields nobody understands? We audit it, clean the data, fix the integrations, and give you a clear path back to a system your team trusts and actually uses.
We’re platform-agnostic, so we recommend what fits you, not what we’re selling. Whether that’s Salesforce for enterprise complexity, HubSpot for marketing-led teams, or a platform built for the arts, we help you choose and then make it work with the rest of your stack.
Working with Chuck and the LockData team is always a pleasure. No matter how far-fetched or urgent our requests may be, they are always extremely helpful and provide the service and support that we need. LockData created our CRM over 10 years ago and has continually added features that have allowed us to interface seamlessly with the various systems of our vendors and clients, thereby increasing our efficiency. LockData has also created multiple websites for us and a user-friendly control panel that enables us to update the content and functionality instantly. Our needs have grown as our business has expanded, and LockData has always been a key member of our development team. Add to that the fact that these are the friendliest folks you'll ever talk to and you'll understand why New York City calls on Hawley, Pennsylvania for technology."
Do you provide CRM services for performing arts and nonprofit organizations?
Yes. It’s a core focus. We build and integrate CRM systems for performing arts centers, theaters, and nonprofits, connecting ticketing, fundraising, and marketing data so your development, marketing, and box office teams work from the same accurate information.
Can you integrate Salesforce with my ticketing system?
Yes. This is a specialty of ours. We build bidirectional syncs between platforms like Broadway Inbound, AudienceView, and Tessitura and Salesforce, ensuring your donor data matches your ticket buyer data.
Which CRM is right for our organization?
It depends on how you work. Salesforce suits complex, enterprise needs; HubSpot is strong for marketing-led teams; and some arts organizations run platforms built specifically for the sector. We’re platform-agnostic, so we help you choose based on your needs, not a sales quota.
Can you connect our CRM to our email marketing and reporting tools?
Yes. We connect your CRM to email platforms (Mailchimp, ActiveCampaign, WordFly) and reporting tools (Power BI, Tableau, Looker Studio), so your segments stay current and your leadership gets accurate dashboards without manual work.
Do you help with data cleaning?
Absolutely. Migration is the perfect time to clean house. We script automated tools to identify duplicates, fix formatting errors, and standardize data during the migration process.
We already have HubSpot. Can you just help us fix it?
Yes. Our CRM Audit service is designed for this. We review your portal, identify bottlenecks, and re-configure your pipelines to match your current business reality.
Can you help if our CRM data is a mess?
Yes. We audit overloaded or inherited CRM systems, clean and de-duplicate the data, fix broken integrations and automations, and give you a roadmap to get back to a healthy, reliable system.
What is the difference between a CRM Consultant and a CRM Engineer?
A consultant gives you advice on sales strategy. An engineer (like us) actually writes the code, builds the APIs, and configures the backend logic to make that strategy function technically.
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“Working with LockData has been a fantastic experience. They took the time to understand our business model and brought our ideas to life with a sleek, intuitive group sales and ticketing app. Brian, Patrick, and the team have been supportive every step of the way, delivering exactly what we were looking for.
We continue to work with LockData to update and improve the group sales app and would not hesitate to work with them again on another project of this magnitude. We highly recommend LockData for anyone seeking reliable, top-tier web development services!”
STEVE LATTANZI
Director of Systems and Administration
