CRM integration services for small and medium businesses
Our CRM integration services put every call, form and message in one place. Each lead shows the ad or search that brought it in. Two to three weeks, at a fixed price.
A CRM is the system that holds your leads and customers. Connecting it properly is our cheapest software job, and usually the fastest to pay for itself.
- Two to three weeks
- Our shortest job, and usually the first to pay for itself.
- Every lead keeps its source
- The ad, page and search it came from, saved with the lead.
- Fixed price
- Set after we look at what you use. No hourly bills.
Most businesses cannot say which leads their spending produced
Usually, forms go to an inbox and calls go to someone's cell phone. The marketing report counts clicks. When someone asks which ads work, nobody can say. So the budget stays the same for another year.
This is a small technical problem, not a marketing one. Fixing it takes a couple of weeks. After that, every spending decision is based on real numbers.
It also lets you measure everything else. Once every lead shows its source, Google Ads can aim at jobs that book, and SEO can be judged on booked work, not rankings. If leads arrive fine but the problem is the system your crew uses, see enterprise software.
We send a test lead and follow it all the way
Before we call it done, we fill in your form ourselves and watch the lead move. We check that it is counted, reaches your CRM with the ad attached, gets an owner and gets a follow-up.
If any step loses the lead, we find out then, not three months later when the numbers do not add up. Setting it up and proving it works are two different things.
What CRM integration services connect, in order
Four pieces. The first two are the job. The last two are what make it worth paying for.
Catch every lead, wherever it comes in
Forms, calls, chat and emailMost businesses get leads in three or four ways but only count one. Website forms go to an inbox. Calls go to someone's cell phone. The chat box emails someone else.
We send all of them to one place. You get one list of everyone who contacted you this month. For most clients, that is the first time such a list has existed.
Save where each lead came from
Ad, campaign, pageWhen someone clicks an ad, Google adds a code to the link. We save that code with the lead in your CRM. Then you know which ad brought each lead in. Most businesses skip this, so they cannot say what their ads produced.
The same goes for Google search. We save the page and the search that brought in each lead, on the lead itself.
Routing and follow-up
Who owns it, reminders, follow-upEach lead arrives with someone responsible for it and a deadline. If nothing happens, a follow-up goes out automatically. Whoever replies first usually wins the job.
For most businesses, this brings in more money than getting more leads would.
Tell Google which leads became jobs
Job values sent back to GoogleWhen a lead becomes a booked job, we tell Google, along with what the job was worth. Google then aims your ads at people who book work, not just people who fill in forms.
This is what makes Google's automatic bidding worth using. Without it, Google is guessing.
What you get, written down before you pay
All of this goes in the agreement before you pay anything.
In the build
- Every lead source connected into one place
- The ad code and page saved on every form
- Each lead saved with an owner, a source and a value
- Automatic follow-up when nothing happens
- Booked jobs reported back to Google Ads
After handover
- A test lead followed all the way through before we call it done
- Written notes on what we track, where, and what it is worth
- Your accounts, your CRM and your data. We connect them
- Changes priced before we make them
- No ongoing license once it is built
Not included
- Reselling you CRM licenses at a markup
- Moving years of old records. We price that separately if you want it
- Replacing a CRM that works fine because we prefer a different one
- Anything requiring your team to enter a record twice
Tell us what you use now, and we will tell you what connecting it would take.
Three things to ask about CRM integration services
- Ask for the tracking plan
- It lists everything tracked, where, and what it is worth. Ask any company for theirs.
- Ask about your CRM's limits
- Every CRM has limits. A clear answer about yours shows a company knows it.
- Ask how a lead is traced
- From the ad, through the form, into your CRM. We can show you on the first call.
Questions about CRM integration services
What do CRM integration services actually do?
They connect every place leads come in to the one place you manage them. Nothing is typed twice, and every lead shows where it came from. In practice: forms, calls and chat go into one system, with the ad, page and search attached, plus automatic follow-up.
Which CRMs do you work with?
Most common ones. Around here that is usually HubSpot, Salesforce, ServiceTitan or Jobber. If you use something rarer, we check that it can connect before we price anything.
How long does it take and what does it cost?
Two to three weeks for a typical setup, at a fixed price set after we see what you use. If we are building your website, CRM setup is a $500 add-on, and the customer conversion pipeline, with automatic texts and review requests, is $1,500.
Why can my agency not just do this?
Because it needs a code change on your website, and most agencies cannot do that. They can tell you the lead source is missing. Fixing it means changing the form and building the connection to your CRM. That is a developer's job.
Do I need this if I am not running ads?
It is less urgent, but still worth it. Without it you cannot tell if work came from search, the map, a referral or your signs. So you do not know what to do more of. If you run ads, you need it.
What is a click ID?
A short code Google adds to a link when someone clicks your ad. Saved with the lead, it lets you tell Google later that this lead became a $4,000 job. That links what you spent to what you earned.
Will this create work for my team?
Less, if it is done right. The point is to stop retyping and manual follow-up. If a connection adds a step for your staff, it is the wrong one, and we will say so.
Related: Google Ads · SEO · Chatbots · Software overview
The click ID comes from Google. See Google's own guide.
Tell us where your leads go now, and we will tell you what is missing
A written reply within one business day, from the person who would do the work.