Connect enquiries with the work that follows
Connect your website to the way your business runs.
Bring website enquiries, customer records, bookings and follow-up into a clearer process. We integrate suitable existing tools and build custom connections where your business needs them.
When this is useful
- Enquiries remain in individual inboxes.
- Customer details are copied between tools.
- Your CRM does not receive website activity.
- Booking, quoting or follow-up steps need a clearer handover.
What we deliver
Map current tools and handovers
See how work moves after an enquiry arrives.
Define records, fields and ownership
Agree what is stored, who owns it and how it is updated.
Connect forms and agreed sources to the CRM
Send the right information into the right record.
Configure pipeline stages, assignment and notifications
Make the next action visible to the team.
Integrate booking or quoting tools
Connect those tools where they already support the process.
Plan data migration and duplicate handling
Move or clean records where the project requires it.
Validate the workflow and provide team handover
Check the process and explain how the team will use it.
Illustrative example
Illustrative workflow
- 1.Website quote request.
- 2.CRM record.
- 3.Assigned follow-up.
- 4.Reviewed quotation.
- 5.Recorded outcome.
We review available APIs, permissions and data quality before confirming an integration. Existing CRM software is often sufficient; custom development is recommended only where the requirements justify it.
Questions we are asked
Do we have to replace our CRM?
No. We first assess whether your existing tools can support the process you need.
Can you help if we do not have a CRM?
Yes. We can help define the requirements and implement a suitable option as part of the agreed project.
Can you build a custom CRM?
Yes, where a custom system is justified. It is scoped separately from a standard integration, including ongoing support.
Can you connect our website to our existing CRM?
We assess your current CRM, the information you need to move and the available integration options. Where practical, we connect the tools you already use.
Discuss your business systems
Tell us how enquiries are handled today. We review the tools, data and handover before recommending a connection.