CRM and lead integrations
Every lead, in your
software, instantly.
Speed to lead wins deals. We connect your website to the field and franchise software you already use, so inquiries arrive complete and ready to act on.
What is included
Practical work, tied to revenue.
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Direct form integration
Website forms create records in your CRM the moment they are submitted.
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Instant follow-up
Automatic texts and emails confirm the request while the buyer is still on your site.
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Lead scoring
Qualification answers travel with the lead, so the best ones get called first.
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Source tracking
Every record carries the campaign, page and keyword that produced it.
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No lost leads
Submissions are stored on your site as well, so nothing disappears if an email fails.
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Ongoing support
We monitor and maintain the connections as your tools and forms change.
Zero manual entry
Stop copying leads out of your inbox.
Retyping web inquiries into your software is slow and error prone, and leads go cold while they wait. A connected website removes the step completely.
- Jobber and ServiceTitan for service companies
- FranConnect and ClientTether for franchise sales
- Webhooks and APIs for most other platforms
Questions
Straight answers.
Which platforms can you connect?
We regularly work with Jobber, ServiceTitan, FranConnect and ClientTether, and most platforms that offer an API or webhooks.
Can you connect our existing website?
Often, yes. We will review your current site and forms and tell you whether connecting it or rebuilding makes more sense.
What happens if the connection breaks?
Leads are still saved on your website, and we monitor integrations so issues are caught and fixed quickly.
See what this would do for your pipeline.
Book a strategy call and get a plain-language recommendation for your business.