CRM integration
Every enquiry straight into your CRM, no retyping
A CRM is your customer record: who called, what was quoted, when to follow up. It only works if everything is actually in it. We connect your website, your forms and your email to it, so it all goes in by itself.
Without an integration, things get lost on the way. An enquiry sits in someone's inbox, or ends up in the system twice. With one, every customer is in there once, with everything attached.
Sound familiar?
- Website enquiries arrive by email, and someone has to copy them into the CRM.
- You're not sure every enquiry actually got a follow-up.
- The same customer is in your system three times, spelled slightly differently.
- You bought a CRM, but your team only half uses it.
What we connect
Website forms
Every completed form becomes a new enquiry in your CRM, with each field in the right place.
Email
Customer emails are filed under the right customer record, so everyone sees the history.
No duplicate customers
If the customer already exists, we add to their record instead of creating a new one.
Follow-up
A new enquiry creates a task straight away, so nothing gets left behind.
Other systems
Your quotes, invoices or calendar can link to your CRM too, if that helps.
Custom fields
Ask something specific on your site, such as the type of job? It goes into its own field, not a note.
What it gets you
No lost enquiries
Everything that comes in is in your CRM. Even when someone is ill or on holiday.
A clean customer list
Each customer once, with their full history.
A CRM people actually use
When nobody has to retype, everything really is in there.
What it costs
Every integration is custom work, so you get a quote made to measure. You begin with a paid consultation: we look at your CRM and where enquiries come in today, and you get our advice in writing. If you go ahead, that fee comes off the job, and you get a fixed price before we start building.
Your CRM subscription is paid directly to the provider, not to us. Not every CRM allows everything from outside. What can't be done, we tell you up front.
How it works
Step 1
Consultation
How do enquiries come in today, and where do they get lost? You get our advice in writing.
Step 2
Plan and fixed price
You see which source maps to which field, and what it costs.
Step 3
Build and test
We connect everything and send test enquiries through until each one lands correctly.
Step 4
Switched on
New enquiries flow into your CRM by themselves. Your team gets a short walkthrough.
Frequently asked questions
- Will this work with my CRM?
- That depends on what your CRM allows from outside. Tell us which one you use in the consultation, and we'll check what's possible.
- I don't have a CRM yet. Can you help me choose?
- Yes. In the consultation we look at what you need, and what a CRM has to do for the way you work.
- What happens to the customers already in there?
- They stay. New enquiries add to existing records when the customer is already known.
- Does my website have to be built by you?
- No. We also connect forms on an existing site. In the consultation we look at how they work today.
Want no enquiry to slip through again? Book the consultation through the quote form.