CRM
CRM development and integration that fits your sales and service process
A CRM only helps if your team actually uses it. We configure existing CRM platforms or build a custom CRM around how you find, win and serve customers, then connect it to your website, email and other systems.
Who this is for
- Sales teams tracking leads in spreadsheets
- Businesses with a CRM that nobody updates
- Companies with sales processes that standard CRMs handle poorly
- Teams needing leads from the website, ads and calls in one place
Problems it can solve
- Leads are lost because follow-ups are forgotten
- Managers cannot see the sales pipeline without asking each person
- Customer history is spread across emails and phones
- The CRM has fields and stages nobody understands
What is included
What our CRM Development and Integration service can include
Every project is scoped to your needs. These are the areas we typically cover; we agree the exact list with you before work starts.
Sales process mapping
Your stages, qualification rules and hand-offs defined before configuration.
CRM setup and customisation
Fields, pipelines, permissions and views on the platform you choose.
Custom CRM development
A purpose-built CRM when your process needs it, such as for complex quoting or service tracking.
Lead capture
Website forms, landing pages and other sources feeding leads directly into the CRM.
Integrations
Email, calendar, telephony, accounting and messaging connections where supported.
Automations
Assignment rules, reminders and follow-up sequences.
Data migration
Importing contacts and history with de-duplication.
Reports and training
Pipeline reports and short training so the team uses it consistently.
Process
How CRM Development and Integration projects run
A practical sequence with review points, so you see progress and can change direction early.
Understand the process
How leads arrive, who handles them and what happens at each stage.
Choose the approach
Configure an existing CRM or build a custom one.
Configure and integrate
Set up the CRM and connect lead sources and tools.
Migrate data
Clean and import existing records.
Train and adjust
Train users, gather feedback and refine.
FAQ
Questions about CRM Development and Integration
Should we use an existing CRM or build our own?
Most businesses are well served by configuring an established CRM. A custom CRM makes sense when your process or data model is unusual, or licence costs become significant.
Can website enquiries go straight into the CRM?
Yes, provided the CRM accepts form submissions or has an API.
Can you move our data from spreadsheets?
Yes. We clean, de-duplicate and map the data before importing it.
How do we get the team to use it?
Keep it simple, only ask for information that is used, automate reminders and train people on their daily tasks.
Want a CRM your team will actually use?
Tell us how leads reach you today and what you would like to track. We will suggest a setup.