09 / Technology
CRM Integration
A CRM only pays for itself when everything reaches it. We connect your website, forms, bookings, payments and marketing tools so every enquiry arrives with its history attached, then automate the follow-up so leads are answered while they are still interested. If you have not chosen a platform yet, we help you pick the one that suits how you sell rather than how the demo looked.
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The shift
What you think you need
What actually grows the business
- A CRM → Every lead followed up on time
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What we do
- CRM selection and setupChoosing the right platform for your size and sales process, then configuring it properly.
- Website and form integrationEvery enquiry, booking and sign-up landing in the CRM with its source attached.
- Data migrationContacts, deals and history moved across from spreadsheets or an old system, cleaned on the way.
- Sales and marketing automationFollow-ups, reminders, lead scoring and nurture sequences that run on their own.
- Two-way syncCustomer records kept consistent between the CRM, your accounts and your other tools.
- Predictive lead scoringModels that flag the leads most likely to convert, so sales time goes where it counts.
- Training and handoverYour team shown how to use it properly, with documentation they will actually read.
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