CRM Integration

Give every enquiry a clear next step.

Bring customer information, enquiries and follow-ups into one connected workflow.

THE RIGHT FIT

Built around a real business need.

For sales teams connecting lead sources, customer records and follow-up processes.

Start with a focused brief. We agree priorities, milestones and review points before work begins.

Discuss CRM Integration

Explore the possibilities

CRM Setup

Contact Migration

Lead Routing

API Integration

Team Handover

A CLEARER SCOPE

Know what you are working toward.

A starting point for your proposal. Final deliverables, review rounds and responsibilities are agreed for your project.

CRM field and pipeline design

Lead capture and routing connections

Agreed contact migration mapping

Team training and workflow documentation

BEFORE WE BEGIN

A better brief.
A smoother project.

Share what you have. We will help identify missing inputs and decide which decisions need to happen first.

Start your project brief

Helpful starting materials

Current CRM and lead sources
Sales stages and assignment rules
Data quality and access requirements

Confirm in your proposal

CRM subscription fees
Historical data cleanup
Custom extensions beyond agreed integrations

These items may require a separate allowance or specialist involvement.

A clear handover is part of the plan.

Agree file access, account ownership, documentation and any ongoing support before delivery.

Plan the next step

GOOD QUESTIONS. CLEAR ANSWERS.

A few things
you might be wondering.

Have something else in mind?
We’re always happy to talk.

Let’s have a conversation

Can existing contacts be migrated?+

We review export formats, duplicates, field mapping and consent records before a controlled import. A sample migration helps identify issues before the full transfer.

How much will the project cost?+

Pricing follows the agreed scope, complexity, content requirements and integrations. Share your priorities and budget range so we can propose a practical approach.

How long will delivery take?+

We confirm a schedule after reviewing the scope, dependencies and approval process. Content readiness, access and feedback turnaround affect the final timeline.

CONNECTED SERVICES