A CRM that hears about every customer contact
We link HubSpot, Pipedrive, Zoho, Salesforce or Dynamics 365 to your website, phone system, shop and accounts, so each record is complete.
In plain English.
A CRM is only as useful as what is in it. In many businesses it is patchy, because enquiries from the website, calls to the office and orders from the shop never make it in, and staff are too busy to add them by hand. Sales then work from half the story.
We connect your CRM to the places customer contact really happens. Website forms and chatbot conversations create leads with the source recorded. Shop orders update a contact's purchase history. Calls through your phone system are logged against the right person. Won deals create a customer in Xero or QuickBooks, and invoice status flows back.
We work with the CRMs UK small businesses commonly use, including HubSpot, Pipedrive, Zoho CRM, Salesforce, Microsoft Dynamics 365 and Capsule. If you are still choosing a CRM, our CRM setup service covers that first, and we can connect it as part of the same project.
It suits you if.
- Website leads are emailed to someone and only sometimes added to the CRM
- Sales cannot see what a customer has bought or owes
- Duplicate contacts pile up because each system creates its own
- You want to know which marketing source brings in paying customers
- Your phone system and CRM do not know about each other
What we do.
Lead capture with source
Forms, chatbots and landing pages create CRM leads tagged with campaign and source, including UTM details from ads.
Two-way contact sync
Contacts stay matched between your CRM, shop and accounts package, with clear rules about which system wins.
Order and invoice history
Purchases, invoices and payment status shown on the CRM record, so sales and support see the full picture.
Call logging
Calls from cloud phone systems such as RingCentral or 3CX, or from our AI phone lines, logged against the right contact.
Duplicate control
Matching on email, phone and company number stops the same person being created three times.
How it runs.
- 01
Free call
Tell us which CRM you use, or are considering, and where customer contact happens.
- 02
Data map
We list every source, decide which system owns which field and agree how duplicates are handled.
- 03
Build and test
We connect each source in turn, testing with sample leads, orders and calls.
- 04
Clean up and go live
We tidy existing duplicates, switch on the integrations and keep a close eye on the CRM for the first couple of weeks.
Questions people ask.
Which CRMs do you integrate with?
HubSpot, Pipedrive, Zoho CRM, Salesforce, Microsoft Dynamics 365 and Capsule are the most common. Most CRMs have a public API, so if you use something else we check it on the free call. Some CRMs only allow API access on higher plans, and we flag that before quoting.
How much does CRM integration cost?
Connecting a website form to your CRM is a small job. Two-way syncs with your shop and accounts, phone integration and duplicate clean-up add up. We give you a fixed quote after mapping the sources. Your CRM licence fees stay with you and are paid directly.
Could we just use the CRM's built-in integrations?
Often for some of it. HubSpot and Pipedrive have good marketplace apps, and we use them where they fit. We build custom links for the gaps: an unusual shop platform, a bespoke system, or rules the ready-made apps cannot handle. Mixing both is usually the sensible route.
What do you need from us?
Admin access to the CRM and the systems being connected, a list of the fields your team actually uses, and an hour with whoever manages sales to agree the rules. A sample export of your contacts helps us spot duplicate problems early.
Your next chapter starts with a conversation.
Nottingham & Derby / UK-wideLet’s build
what’s next.
15 minutes with Garreth.
A real conversation about your business.