Integration

You won’t need to sacrifice internal resources, and there will be no disruption to daily operations. We’ll cover everything for you – extracting, cleaning and migrating your data, creating an automated pipeline and providing a full integration and onboarding process on your behalf.

  • Identify all data fields and data capture points
  • Data import, migration and syncs
  • Create clean master source of data
  • Build a new customised CRM
  • Form build and integration
  • Connect any third-party platforms
  • Set up tracking, analytics and reporting
  • Build pipeline stages and leadscoring
  • Create landing pages
  • Transfer or Design email templates
  • Sync email accounts
  • Build workflows and automations

We never take a one-size-fits-all approach because every business is different.