CRM Integration
Setting up a system that automatically captures, organizes, and manages leads so nothing slips through the cracks.
Service
What It Means (Simple)
Why It Matters
CRM Setup
Creating or customizing the CRM system (GoHighLevel, HubSpot, Salesforce, etc.)
No system = leads and customers get lost
Lead Capture Forms Integration
Connecting website/contact forms directly into the CRM
When someone fills out a form, it instantly appears in the CRM
Landing Page to CRM Connection
Linking landing pages so every new lead is saved and tracked
No manual copying — automatic lead flow
Lead Pipeline Setup
Building a simple visual "pipeline" that tracks new leads → contacted → quoted → sold
Keeps sales organized and moving forward
Appointment Scheduling Integration
Connecting calendars (like Google Calendar) to allow leads to book calls or meetings automatically
Makes booking fast and easy (no back and forth)
Email Marketing Integration
Setting up CRM to send automated emails (welcome sequences, follow-ups, reminders)
Turns leads into customers faster
Text Message Automation
Setting up automated SMS texts when leads come in or need reminders
Texts have a 98% open rate — insanely effective
Lead Scoring Setup
Prioritizing leads based on engagement (who opened emails, clicked links, etc.)
Helps businesses focus on HOT leads first
Reporting and Analytics Setup
Tracking how many leads come in, how many convert, and where they came from
Shows ROI on marketing efforts clearly
CRM Staff Training
Teaching the business owner's team how to use the CRM daily
A tool is useless if the team doesn’t know how to use it
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