[ Service 06 ]

CRM & Integration for IT Providers

Every enquiry routed, tracked and followed up automatically.

Marketing only pays off if the leads land somewhere. We connect your website, forms and campaigns to your CRM so nothing sits in a shared inbox waiting for someone to notice it.

Pipelines, owners, reminders and reporting configured properly — then wired back into your marketing so you can see which activity produced revenue.

No leads lost between the website and the sales team
Faster response times on new enquiries
Real revenue attribution for every marketing channel
At a glanceAccepting clients
Setup2–4 weeks
EngagementProject or retained
PlatformsPipedrive, Monday CRM
IncludesTraining & documentation
[ What's included ]

What you get

01

Pipedrive & Monday CRM setup

Pipeline design, stages, custom fields and automations configured around how you actually sell.

02

Form & webhook integrations

Website forms, chat and calendar bookings pushed straight into the CRM with full source data attached.

03

Lead routing automation

Rules that assign each enquiry to the right person with an SLA and a follow-up reminder.

04

Data migration & cleanup

Existing contacts imported, de-duplicated and tagged so you start from a clean base.

05

Closed-loop reporting

Marketing source captured through to won deal, feeding straight into your analytics portal.