CRM integration and automation
Enquiries that follow up.
Web forms that go straight into your CRM, with the replies, reminders and follow ups that send themselves. Less copying and pasting, fewer leads forgotten.
What we set up
Your website, connected to your business.
- Website forms that land straight in your CRM, with no retyping
- Instant replies, so every enquiry knows it has been received
- Follow up emails and reminders that run on their own
- Leads tagged by where they came from, so you know what is working
- Quote and booking forms that do the sums for you
- Email marketing linked to your customer list, with proper consent
How it works
Start small. Build from there.
Map how enquiries flow
We look at how leads reach you now and where they get stuck or lost.
Connect the pieces
Your forms, CRM and email tools are linked up and tested end to end.
Hand it over
Your team gets training and written notes, so the system is yours to run.
Losing track of enquiries?
Tell us which tools you use today. We will work with the CRM you already have, or help you choose one that fits your size and budget.
Questions
Fair questions.
Do I need a CRM?
If enquiries live in your inbox and follow ups depend on memory, a simple CRM usually pays for itself quickly. If not, we will say so.
Which CRM do you recommend?
It depends on your team and budget. We will talk through the options and avoid anything with a price jump you do not need.
What about GDPR?
Forms collect only what you need, marketing only goes to people who have agreed to it, and every email has a clear way to opt out.