CRM
CRM metrics that matter: how to measure whether your CRM is working
The handful of CRM metrics that tell a small team whether sales are healthy, how to calculate each one, and how to set up your CRM so the numbers are right.
CRM integration services
Your tools,
working as one.
Your CRM holds the customer. Everything else — the phones, the emails, the payments, the website — holds part of the story. We connect them so information moves by itself and nobody copies it across.
- One-time setup, no monthly fee from us
- 25 CRMs · 22 dialers and more
- Live in 5–10 working days
Black Friday sale
Any CRM and dialer integration $500 $100
One-time setup, tested on real calls, no monthly fee from us. Book before the sale ends to lock in the price.
- 25
- CRMs we work with
- 22
- Dialers and AI voice agents
- 550
- CRM and dialer pairs
- 5–10
- Working days to go live
What we do
What we connect to a CRM.
The six connections businesses ask us for most.
Phones and dialers
Every call, outcome and recording saved on the right contact, from Aircall, Five9, Convoso, Kixie, RingCentral and more.
Email and marketing
Contacts kept in step with your email platform, and campaigns that react to what happens in the CRM.
Payments and invoices
Payments, subscriptions and invoice history from Stripe, PayPal and others, on the customer record.
Website and store
Forms, bookings and orders from your website, Shopify or WooCommerce, straight into the CRM.
AI voice agents
Agents from Vapi, Retell AI or Bland AI that call or answer, with the summary and outcome saved for you.
Reporting
Your CRM data alongside the rest, so one dashboard answers what marketing and sales actually produced.
How we build it
Agreed on paper before anything is built.
We start with the work your team does by hand, then write down exactly what should happen instead: what triggers it, where it lands and which record it belongs to. You approve that before we build anything.
- Every field written down, in plain words
- Duplicate and matching rules agreed with you
- Tested on your own data before go-live
- A short handover document you keep
Compare
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up in your own accounts, test it and hand it over.
Web Repay integration setupMiddleware subscription
What you payOne-time setup, from $500 $100 (one-off)A monthly plan, often priced by tasks
As volume growsThe same priceCosts rise with every record that syncs
Who builds and tests itWe do, on your own dataYour team builds and maintains every step
Where it runsIn your own accounts, documentedInside the vendor’s platform
When something changesAdditional support as needed, when you request itYour team fixes the broken steps
Sound familiar?
The gaps between tools cost you quietly.
Someone copies the same details into two systems.
It moves by itself, with a rule for every field.
Calls happen but the CRM never hears about them.
Calls, outcomes and recordings land on the contact.
Website enquiries sit in an inbox.
They arrive in the CRM with an owner and a follow-up.
Nobody can say what a customer has paid.
Payments and invoices show on the record.
The same person exists three times.
Matching rules merge them and keep it clean.
Your monthly connector bill keeps growing.
A one-time setup, with no monthly fee from us.
How we work
Simple from day one.
- 1
Review
We look at your CRM, your other tools and the steps your team repeats by hand.
- 2
Plan
A written plan of what connects and what it does, with a fixed one-time price.
- 3
Build and test
We connect the tools and test with your own records and calls.
- 4
Handover
It runs in your own accounts. Additional support is there as needed.
From the blog
Further reading
Integrations
Connecting marketing tools to Salesforce without duplicate leads
How to send website forms, ad leads and email platform data into Salesforce so each person is one record, the source is kept, and the right owner follows up.
Integrations
Connecting an AI voice agent to your CRM: Retell, Vapi and Bland
How AI calling agents work with a CRM: what triggers a call, what the agent needs to know, what comes back, the API calls involved, and the rules to follow before you switch it on.
Questions, answered.
Which CRMs do you integrate?
We work with 25 CRMs and sales tools, including HubSpot, Salesforce, GoHighLevel, Zoho, Pipedrive, Close, Keap and Microsoft Dynamics. If yours is not listed, tell us and we will check.
What kinds of tools can connect to a CRM?
Phones and dialers, email and marketing platforms, payments, your website or online store, AI voice agents, and reporting tools. If two systems hold the same customers, they can usually be connected.
Do we have to change our CRM or tools?
No. We work with what you already pay for. If something genuinely cannot do what you need, we say so rather than building around it.
What happens if something stops working?
Tools change, and occasionally a connection needs adjusting. Additional support is available as needed, whenever you request it.
How much does it cost?
Connecting two tools is a one-time setup from $100, with no monthly fee from us. Bigger projects get a fixed quote in writing within 2 working days.
Is our data safe during the work?
We work in your own accounts with access you control, test on a small set of records first, and you can remove our access after handover.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
- 1Review
- 2Plan
- 3Build and test
- 4Handover