Available and configurable connectivity

Connect Your CRM With the Systems Around Your Sales Process

CRM becomes more valuable when sales information can move between the systems your team already uses. Integration options should be described according to actual implementation status.

Request Demo Discuss Integration Options

Website Leads Demo and enquiry forms into CRM lead workflow

ERP Workflow Sales-to-operations continuity where configured

Communication Specific connectors only when implemented

External Lead Sources Added only after connector implementation and testing

Sales CRM

Integration areas

Connect the Sales Journey Without Overstating What Is Live

Public integration claims should remain aligned with actual implementation status. Available and configurable connectivity can be described; unfinished connectors must remain planned until implemented and tested.

Website Lead Integration

Website demo and enquiry forms can feed new prospects into CRM so website-generated leads enter the same assignment, follow-up and reporting process as manually created leads.

Configurable

ERP Connectivity

Support sales-to-operations continuity through CRM and ERP handover where configured.

Configurable

Communication & External Lead Sources

Additional communication or lead-source integrations can be introduced as specific connectors are implemented and tested.

Planned / Connector-Specific

Availability labels

Every Public Integration Should Have a Clear Implementation Status

The website should distinguish between connectivity that is available, configurable and planned. Planned integrations must never be presented as live.

Available Use only when the specific integration is implemented, tested and approved for public marketing.

Configurable Use where the CRM can support the integration as part of a confirmed implementation or project configuration.

Planned Use for future connectors that are not yet implemented and tested. Do not market them as current capabilities.

Website enquiry to CRM workflow

Keep Website-Generated Leads in the Same Sales Process

When the website lead connection is implemented, a valid website enquiry can become a CRM lead and continue through assignment, follow-up, calls, opportunity and customer conversion.

Website EnquiryCapture the prospect from the CRM marketing website.

CRM LeadCreate or accept the lead into the CRM through the confirmed backend integration.

Assignment & Follow-UpUse the same ownership and follow-up process as other CRM leads.

Discuss connectivity requirements

Tell Us Which Systems Your Sales Team Needs to Connect

We can review your website, ERP, communication or external lead-source requirements and discuss the integrations that are available or configurable for your implementation.

Discuss Integrations Implementation & Support