Make your systems work together
A customer might use an estimator, book an appointment, send an enquiry and speak to your team across several different systems.
If those systems are disconnected, information gets missed and your team ends up doing extra admin.
We can connect the parts that matter so useful customer and project information reaches the right place.
- Send enquiries into your CRM automatically
- Pass booking details into the systems your team uses
- Keep estimate and project information with the customer record
- Reduce repeated manual data entry
Keep useful context
Keep customer details, budget and appointments together in one place.
Less manual admin
Your team spends less time copying information between systems.
Built around your setup
We work with the platforms you already use rather than asking you to replace everything.
Useful for your sales team
The aim is simple: make sure the right information is there when someone needs it.
Connect the customer journey to your sales process
The information collected on your website can be much more useful once it reaches the rest of your business.
An estimate can be attached to an enquiry. A kitchen preference can be passed into the CRM. An appointment can include the project details the customer already provided.
We build the connection around the way your team actually handles leads.
What can we connect?
The exact integrations depend on the software you use and what information needs to move between systems.
CRM systems
Connect with platforms such as HubSpot, Pipedrive, Zoho, Salesforce or another CRM your team uses.
Booking platforms
Pass appointment information between your website and your scheduling setup.
Website enquiries
Send form submissions and project details into the right system automatically.
Estimate data
Keep the customer's estimated budget and selections attached to their enquiry.
Product preferences
Pass selected kitchens, finishes and other choices into the customer record.
Conversation summaries
Send useful information from AI or live chat conversations into your CRM where needed.
Lead status
Update or organise enquiries based on the actions a customer has taken.
Custom APIs
Where a system supports it, we can build custom connections around the data your business needs.
