01
Enquiries live in different places
Email, messengers, website forms and calls. Some enquiries never reach a manager and cannot be counted.
Advertising brings enquiries. CRM shows which of them became revenue.
We connect your website, forms, telephony and ad accounts to your CRM: each enquiry enters the system with its source, the manager sees it immediately, and the decision-maker sees which channels pay back and which only spend budget.
When this needed
Money is lost not only in advertising. Often — between the enquiry and the deal
Integration makes sense when there are enough enquiries for their handling to affect revenue, while budget decisions are made without reliable numbers.
02
Unknown client source
The deal record has no channel, campaign or landing page, so advertising can be judged only by clicks.
03
Reports do not match
The ad account, CRM and accounting show three different conversion numbers. Nobody trusts the figures.
04
Manual work instead of sales
Managers transfer data by hand, duplicate records and spend time on administration instead of clients.
Integration is not “just connect a system”. The goal is to give every enquiry a source, status and financial outcome.
Scope of work
What is included in the integration
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01
Sales-process audit
How enquiries arrive now, who handles them, which stages a deal passes through and where data is lost. Without this, integration automates disorder.
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02
CRM funnel and fields
Stages, required fields, sources and owners. A structure in which a report can be assembled without manually merging tables.
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03
Connect enquiry sources
Website forms, cart and checkout, messengers, telephony, chat and ad-platform forms. Every enquiry arrives with its source and UTM.
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04
Analytics and conversion transfer
CRM connected to analytics and advertising systems: real deals return to ad platforms as conversions and influence optimisation.
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05
Automations
Enquiry assignment, reminders, statuses, notifications and standard emails. We automate what repeats every day, not everything in sight.
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06
Reports and team training
A report by channels, managers and funnel stages. A short guide and team meeting so data is entered consistently.
Boundaries: we do not rewrite your accounting system or replace the sales team’s work. If the sales process is not documented, we fix that first — otherwise CRM figures will not match reality.
Data path
From click to money as one chain
- 01Source and campaign
- 02Enquiry or call
- 03CRM record
- 04Deal and amount
- 05Channel report
Part of the customer journey cannot be tracked technically: multiple devices, a long decision cycle, offline contacts and browser constraints. We show attribution limits from the start and do not present estimates as exact figures.
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01
Meeting and access
A 30-minute online meeting: we review the sales process and current systems. Next comes a list of required access.
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02
Data map
A document showing which sources we connect, which fields we pass, what the funnel looks like and which reports you receive.
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03
Configuration and testing
Connecting sources, automations, test enquiries and reconciling figures between the website, CRM and analytics.
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04
Launch and handover
Guide, team meeting, a monitoring period for data accuracy and a list of follow-up improvements.
Cost
the price depends on the number of sources and the state of the sales process
CRM, telephony and service licences are paid separately to their providers.
Basic integrationOne-time
from $3 000
Website forms and primary enquiry sources in CRM with source and UTM.
- Funnel and fields
- Form and chat connection
- Enquiry-source transfer
- Basic channel report
End-to-end analyticsProject-based
Custom
Telephony, ad platforms, conversion returns and funnel automations. Typical projects start at $6,000.
- Telephony and messengers
- Deal transfer to advertising systems
- Automations and notifications
- Reports by channels, managers and stages
Questions
Common questions about integration
With popular systems that have an API or official connectors: {{CRM LIST}}. If you have a proprietary system, integration is possible with documented API or database access.
Basic form and funnel connection usually takes several weeks. End-to-end analytics with ad platforms and telephony takes longer because it depends on data quality and how quickly access is provided.
Yes, but then the integration will only record the existing disorder in numbers. We suggest minimal funnel and field changes without which the report will not be truthful, and show what they deliver.
We ensure the technical accuracy of data transfer. Your team is responsible for entering fields and working with statuses. Without this, no integration produces an accurate report.
You will see the contribution of channels to enquiries and deals within available attribution. Part of the customer journey cannot be tracked technically — we name these constraints at launch rather than hiding them in reports.
Yes, by separate agreement: monitoring data transfer, funnel changes, new enquiry sources and report improvements.
Start
We will first look at, where enquiries and data are currently lost
A 30-minute online meeting with the founder. We will review your sales process and say what integration will deliver and what must change in the process first. We will send a written summary.