The CRM is only as good as what gets into it without anyone typing.
Leads arrive by website form, phone, text and walk-in, and half of them never make it into the CRM. The email list in Mailchimp is a year behind the customer list. Reviews get asked for when someone remembers.
CRM, Marketing & Reviews
Every lead source writing into the CRM automatically, with the source recorded.
CRM to accounting, so a won deal becomes an invoice without re-entry.
Audience sync to Mailchimp with consent and opt-outs mirrored from the notification service.
Google Reviews requests triggered on the events that matter, and reviews pulled back into the CRM.
Calendar sync for appointments booked from the CRM or the website.
Dedupe and cleanup, because most CRMs we inherit have three of everyone.
Platforms we use here
HubSpot
Salesforce
Mailchimp
Google Reviews
QuickBooks
One customer record
instead of three of everyone across four tools
What you get
Lead source connectors
CRM ↔ accounting
Audience and consent sync
Review automation
From $2,200
CRM to the rest of the stack. Single connectors from $900.
Every price sits on the pricing page. Real numbers, no gate.