CRM Integration,
Built Around
Your Business.

Your website starts the conversation. Unalome connects your CRM and workflows so your team knows what comes next.

  1. Your websiteInterest starts here
  2. CRMThe context stays together
  3. The next actionYour team takes it from here

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.

  1. 01

    Website & CRM Integration

    A connection between the inquiry on your website and your customer records.

  2. 02

    Sales Stages & Assignments

    Pipeline stages and team assignments set up around how you actually sell.

  3. 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.

Customer journey01 / 03
Website inquirySample

“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.

Illustrative workflow. No real contacts are created or messages sent.
  • 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.

  1. 01

    Map Your Process

    Map your customer journey, current tools and the gaps that create extra work.

  2. 02

    Configure & Integrate

    Configure contact fields, sales stages, website connections and the workflows in your agreed scope.

  3. 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

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