A System That Fits
the Way You Work.
We set up contact fields, sales stages and team assignments, then connect website inquiries to follow-up. Each project is scoped to your tools and process.
- 01
Website & CRM Integration
A connection between the inquiry on your website and your customer records.
- 02
Sales Stages & Assignments
Pipeline stages and team assignments set up around how you actually sell.
- 03
Contact & Lead Management
The details, the conversation and the person responsible, kept in one record.
Lead Management.
A Clear Next Step.
See how a website inquiry becomes an organized CRM contact and a follow-up task.
“I’d like to talk
about a project.”
- Interested in
- Website & CRM
- Source
- Website form
Original request captured
The conversation starts on your website.
Inquiry captured.
Keep the original request, exactly as your customer wrote it.
One journey, from first interest to your team’s next action.
CRM Implementation.
From Plan to Handover.
Your CRM implementation covers the agreed setup, integrations, testing and team handover. We define the scope around your tools and day-to-day work.
- 01
Map Your Process
Map your customer journey, current tools and the gaps that create extra work.
- 02
Configure & Integrate
Configure contact fields, sales stages, website connections and the workflows in your agreed scope.
- 03
Test & Train
Test forms, lead routing and workflow actions. Train your team and document how the system works.
CRM Integration.
Good Questions.
The scope, the connections and what to expect.
We review your CRM, website forms, calendar and available integrations before defining the scope. Your proposal identifies supported connections, any custom work and platform limitations. You may be able to keep your current website.
Let’s Connect
the Next Step.
Discuss your CRM setup, website integrations and the workflows you want to automate.
In 30 minutes, you get
- A review of how inquiries reach your team
- The gaps in your follow-up
- A practical place to start
Free CRM Strategy Call
30 min