CRM integration
People from your site form, ads and WhatsApp land in your CRM on their own, and nobody gets missed.
Typical targets; the real figure is measured in the pilot.
- InstantTarget for a new lead reaching the CRM
- Within minutesTarget for alerting the right rep
- No duplicate recordsOne record per person, as a target
The problem
A lead from an ad is in one sheet, a site form lead somewhere else, the WhatsApp chat on a phone. To find who hasn't been called you check three places. The same person gets two records, and the sales team doesn't know who should call whom.
Who it is for
- Anyone running ads who can't afford to miss a lead
- Businesses with a sales team
- Clinics, real estate, education and service companies
- Teams that already use a CRM but have scattered data
What it does
All sources in one place
People from your site form, Meta and Google ad forms and WhatsApp reach the CRM automatically.
Duplicate check
If the phone or email matches, no new record is created; a note is added to the existing one.
Routing to the right person
We assign each lead to the right rep by city, service or turn.
Action on stage change
When a lead moves to the next stage, an email goes out, a task opens or a quote is prepared.
Instant alerts
When a new lead arrives, the right person is told by email or message.
Told when something fails
If a record can't be written to the CRM, it is retried so it isn't lost, and you are told.
How we deliver it
- 01
We map the flow
Together we write down where leads come from, who calls them and which stages they pass through.
- 02
We connect the sources
We connect forms, ads and WhatsApp to your CRM and map each field to the right place.
- 03
We add the rules
We set up the duplicate check, routing and stage-change actions.
- 04
We test and hand over
We test every path with sample records, go live and watch the first days.
Works with
Questions
Which CRMs do you work with?
HubSpot, Pipedrive, Zoho CRM and Bitrix24. If you use another one, we check whether its API is open and tell you.
I don't have a CRM yet. What should I do?
We pick a fitting one with you, based on your size and budget, and set it up too.
How long does it take?
For one source and one CRM, usually 1-2 weeks. Many sources and many rules take a bit longer.
What happens to my existing records?
Existing records are not deleted. If you like, we also import your old sheets into the CRM.
More from this service
Custom admin panel
We move the work your team runs through Excel, WhatsApp and paper into one panel.
- Permissions per person and an action log
- Comfortable to use on a phone
- Reports and summaries on one screen
Web app built for your workflow
We turn the work that off-the-shelf tools can't handle into your own app, opened from the browser.
- Nothing to install, opens in the browser
- Login, users and permissions included
- New features are added as you grow
E-commerce and marketplace integration
Orders, stock and prices stay in sync between your store and the marketplaces on their own.
- Stock and prices match everywhere
- Orders gathered on one screen
- Shipping label and customer notice
Software
CRM integration