CRM + WEBSITE LEAD FLOW · ONE-TIME PROJECT
Connect the enquiry
to the next action.
Join your existing website lead flow to your existing CRM. Give each enquiry the right fields, pipeline destination, notifications and one basic follow-up.
$749 USD / $999 CAD
one-time · no subscription
Requires an existing website lead flow and CRM.
Choose USD or CAD at checkout.
YOUR PROJECT / SNAPSHOT
Website enquiry.
CRM record. Next step.
CRM & LEAD GENERATION
01 Map the right fields
02 Send it to the pipeline
03 Trigger the agreed follow-up
Illustrative deliverable. Your project uses your own business content.
What your
package includes.
A focused scope, a clear deliverable and a useful next step for your business.
01 / EXISTING LEAD FLOW
Start with the current journey.
Review the agreed website form or lead flow and its destination in your existing CRM.
02 / FIELD & PIPELINE MAPPING
Put the information in the right place.
Configure the field mapping and the agreed pipeline destination.
03 / NOTIFICATIONS
Make the handover visible.
Notify the appropriate people when the lead reaches the CRM.
04 / ONE BASIC FOLLOW-UP
Connect the next action.
Configure and test one basic follow-up automation for the agreed lead flow.
A new CRM implementation, website rebuild, large data migration, complex custom integrations and additional workflows are separate.
CLEAR BRIEF. FOCUSED WORK. USEFUL HANDOVER.
From purchase
to progress.
We confirm the package fit, the information we need and the delivery date before work begins. You know what is included and what comes next.
01
Buy your package
After purchase, share website/form and CRM access, field requirements, pipeline destination, notification recipients and approved follow-up content.
02
We do the agreed work
We map the enquiry data, configure the destination and follow-up, then test the handover from end to end.
03
Review and handover
One connected website-to-CRM lead flow with field mapping, pipeline routing, notifications and one basic follow-up. We confirm the delivery date once the brief and access are ready.
Where supported, access is shared through account invitations. Never send passwords through the enquiry form.
A few useful
answers.
A clear scope makes the first step easier. If your situation is different, send us a question below.
Is this the right package for me?
For an existing website lead flow and an existing CRM with the access and supported connections needed.
What do you need from me?
Website/form and CRM access, field requirements, pipeline destination, notification recipients and approved follow-up content.
What is outside this package?
A new CRM implementation, website rebuild, large data migration, complex custom integrations and additional workflows are separate.
What happens after I purchase?
One connected website-to-CRM lead flow with field mapping, pipeline routing, notifications and one basic follow-up. We confirm the delivery date once the brief and required access are ready.
YOUR CRM + WEBSITE LEAD FLOW
A connected lead flow.
A clearer follow-up.
Join your existing website lead flow to your existing CRM. Give each enquiry the right fields, pipeline destination, notifications and one basic follow-up.
$749 USD
$999 CAD
One-time payment · No subscription
Requires an existing website lead flow and CRM.
A QUESTION BEFORE YOU BUY?
Let’s make sure
it’s the right fit.
Tell us about your business, the work you need or anything you’d like to check before buying. We’ll help you choose a useful next step.
We’ll use your details to respond to this enquiry.