CRM and marketing integrations Stop losing enquiries between systems.
An enquiry lands in an inbox, gets copied into a spreadsheet, then maybe into a CRM. Every manual step is a chance to lose it. We set up your CRM and connect it to your website and marketing, so every lead has a record, an owner and a next step.
The follow-up is where enquiries go missing.
Most businesses don’t lose leads because they never arrived. They lose them because nobody replied, or the reply came the next day.
A CRM organised around how you actually sell, and connected to your forms, makes it obvious what’s arrived, who’s handling it and what happens next.
Our rule
The system fits your process, not the other way round.
We map how you handle enquiries today before touching any software. A CRM can support a good process. It can’t replace one.
What we do
CRM setup
Stages, fields and views that match how you sell, whether that’s a booking, a quote or a long business conversation.
Website to CRM
Every form, brief and booking lands in the CRM automatically, with where it came from attached.
Routing and reminders
New leads go to the right person, with a reminder if nobody has replied. Automation does the chasing.
Clean data
Duplicates merged, fields made consistent, and old spreadsheets brought in where it’s worth it.
Where each lead came from
The ad, search or page each lead started on, saved against the contact by your tracking.
Closing the loop
Won and lost deals sent back to platforms like Google Ads, so they learn what a good lead looks like.
When it’s worth it
- Enquiries arrive by form, email, phone and social, and live in different places.
- Someone copies details between systems by hand.
- Follow-ups depend on someone remembering.
- You can’t see what happened to last month’s enquiries.
- You can’t tell which marketing brings customers, not just leads.
When it isn’t
If you get a few enquiries a week and answer them all the same day, a shared inbox and a spreadsheet may be enough for now. We’ll tell you if a CRM isn’t worth it yet.
How we work
- Pinpoint. We follow an enquiry from first contact to sale and note every system, handover and gap.
- Piece together. We set up or tidy the CRM and connect it to your forms and marketing, with clear rules for what happens next.
- Prove. We check leads arrive complete and on time, and that the follow-up actually happens.
Questions
Do we need a CRM before we start?
No. If you don’t have one, we’ll recommend one that suits your size and budget. If you do, we’ll work with it.
Which CRMs do you work with?
Most of the common ones used by service businesses. We’ll confirm what yours can connect to before recommending anything.
Can you move our existing data?
Usually, yes. How much is worth moving depends on the state of the data, and we’ll tell you before we start.
Will a CRM fix our sales process?
Not on its own. It makes a clear process easier to follow. If the process isn’t clear yet, we’ll help you agree it first.
Make every enquiry easy to follow up.
Tell us how enquiries reach you now, and where they get stuck.