AI & Automation
CRM Integration
Every lead routed, tagged and followed up automatically — nothing falls through a spreadsheet.
Leads live in five inboxes
One enquiry arrives through the website form, another through a Meta lead ad, a third by phone. Nobody can say how many came in last month, which were followed up, or which turned into revenue.
One place every enquiry lands
We connect your website, ad platforms and inbox to a single CRM, and build the automation that routes a new lead to the right person within minutes of it arriving. You get one source of truth for every enquiry instead of five inboxes.
What you get
- CRM setup or migration
- Website & ad-platform integration
- Automated lead routing & tagging
- Pipeline & reporting dashboards
- Team training & handover
How it works
- Source auditWe list every route an enquiry currently takes into the business, including the ones only one person knows about, and how each is handled today.
- Pipeline designStages, fields and ownership rules are designed around how your team actually sells. A pipeline nobody updates is worse than no pipeline.
- IntegrationWebsite forms, ad platforms, email and phone are connected so leads arrive automatically with their source attached, which is what makes reporting on spend possible later.
- AutomationRouting, tagging, follow-up reminders and notifications are built so a new lead reaches the right person within minutes rather than at the end of the day.
- TrainingA working session with the team who will use it daily, plus written documentation. Adoption is where CRM projects usually fail, so we treat it as part of the build.
Common questions
Which CRM do you recommend?
It depends on team size, sales process and what you already pay for. HubSpot, Zoho and Pipedrive cover most cases well. If you already have one that works, integrating it is usually better value than migrating.
Can you migrate our existing data?
Yes. Contacts, companies, deals and history can be migrated, and we clean duplicates as part of it. We run the import into a test environment first so you can check the data before it becomes live.
Will this connect to our ad campaigns?
Yes. Meta and Google lead forms feed straight into the CRM with source data attached, which lets you report cost per lead and cost per sale rather than cost per click.
How long does setup take?
A straightforward setup takes two to four weeks. Migrations from a messy existing system take longer, mostly because of data cleanup rather than configuration.
Start with a conversation, not a contract.
Tell us what you are trying to move. We will tell you what it takes, what it costs, and whether we are the right people for it.
Next step
Ready to grow your brand?
Tell us where you are now and where you want to be. We will map out the right plan on a free call.