record
Every enquiry on one record, together with its source: website, phone, ad, email.
The history in one place, not in five inboxes.
Every lead in one place, following your process, and the won customer goes back to the ad.
Every lead in one place
So that every lead ends up in one place: from the website, the phone, ads, email. You can see who is handling it, where it stands, and what the next step is.
A custom CRM follows your process, not a generic sales funnel: with your statuses, your fields, your permissions.
The won customer goes back
The phone quote, the contract, the patient who showed up do not happen on the website. If we send these back from the CRM to Google Ads and Meta, the campaign optimises for the qualified lead, not for the form submission.
This is the biggest difference between ad spend and ad investment.
Each is built for your process, with your fields and your statuses.
Every enquiry on one record, together with its source: website, phone, ad, email.
The history in one place, not in five inboxes.
Where the lead stands: new, called back, quote, contract, lost.
The statuses are the steps of your sales process, not a generic funnel.
Who is handling it, when to call back, what has happened so far.
A reminder if a lead sits too long in one step.
Which channel brings the most real customers, not just the most enquiries.
We also send the qualified lead back to the advertising platforms so they optimise for it.
A typical process, which we adapt to your steps.
| CRM status | What happened | Sent back to the ad |
|---|---|---|
| New lead | form, call, email | lead |
| Qualified | real need, right target group | qualified lead |
| Quote | quote sent | no |
| Won | contract, booking, appointment attended | conversion with value |
| Lost | did not become a customer | no |
Connected to your existing systems
The data lives in the agreed place, in your account or under our operation, with access levels, logging and regular backups. Personal data is handled in line with the GDPR.
The CRM connects via API to the website, the booking system, the invoicing software and the advertising platforms.
The tracking chain
We build the tracking into the website's own code: the dataLayer signals when something has happened, the browser-side GTM collects it, and the server-side GTM running on your own subdomain forwards it to GA4, Google Ads, the Meta Conversions API and the TikTok Events API. Consent is handled according to Consent Mode v2.
Details on the website analytics and server-side conversion tracking pages.

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Read more →The price of a CRM depends on the number of users, processes and integrations. After a needs assessment we give you an exact quote. The boxes below show what the two most common setups include.
Tell us where your leads come from today and who handles them, and we arrange the needs assessment with you. Work starts once we have an agreement.
We built this software and use it every day ourselves.
Cookie consent with Google Consent Mode v2: the banner asks for consent per service, passes the decision to Google, Meta, Microsoft, TikTok and Amazon, and logs every decision.
Free Google Consent Mode v2 checker: in 30 seconds it shows whether your website tells Google about your visitors’ consent.
Free cookie checker: in 30 seconds it shows which cookies land on a visitor’s device before they consent.
Our own project hub where clients follow and approve the work: post copy, photos and videos in one place, and approved posts go live on Facebook and Instagram from here.
Tell us how we can help and we will get back to you within one working day.
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