// automation

CRM Integration

Connect your tools. Automate your pipeline.

Connect your CRM to your website, forms, email, and WhatsApp. Automate lead capture, follow-ups, and pipeline management so nothing falls through the cracks.

// the problem

Why this matters

Leads come in from multiple channels but don't land in your CRM. Manual data entry wastes time and loses prospects.

// the solution

Key Benefits

Automatic lead capture from website to CRM
Multi-channel integration (web, email, WhatsApp)
Automated follow-up sequences
Pipeline visibility and reporting
No more manual data entry
// features

What's Included

Form-to-CRM Sync

Website form submissions go directly into your CRM.

Email Automation

Trigger follow-up emails based on lead actions.

WhatsApp Sync

Log WhatsApp conversations and contacts in your CRM.

Pipeline Dashboards

Visualise your sales pipeline and track conversion rates.

// process

How It Works

1

Audit

We map your current tools and data flows.

2

Design

I design the integration architecture.

3

Build & Test

Connect everything and test with real data.

4

Launch & Train

Go live with documentation and team training.

// pricing

Transparent Pricing

Timeline: 1–2 weeks

Most Popular

CRM Setup

From £349

CRM integration with website forms and basic automation

CRM integration setup and configuration
Website form-to-CRM data flow
Automated email/WhatsApp sequences
Pipeline dashboard configuration
Documentation and training
// faq

Common Questions

Set Up Your CRM

Send me a message on WhatsApp to discuss your requirements. I typically respond within a few hours.

// free consultation · no obligation