Enquiries arrive in different places and follow-ups get lost.
← All servicesEvery enquiry.
MACHO / CRM & INTEGRATIONS
Every enquiry.
A clear next step.
Bring your contacts, sales stages and follow-ups into a system your team can actually use, with the right connections between tools.
HUBSPOT · ZOHO · PIPEDRIVE
FROM IDEA TO SOMETHING USEFUL
01New enquiry↗
02In conversation↗
03Next action↗
MACHO / CRM & INTEGRATIONSLET'S CONNECT THE PIECES ↗
A USEFUL PLACE TO START
Does this sound
like your project?
Your CRM is installed, but the team does not have a clear workflow.
Contacts, deals or orders are inconsistent between your tools.
WHAT WE CAN BUILD
The right work.
For the right problem.
Choose a starting point. The final scope follows a review of your goals, existing tools and requirements.
CRM setup & structure
Organise contacts, companies, fields and ownership around your real sales process.
Sales pipelines
Define useful stages, clear handoffs and the information needed to move an opportunity forward.
Forms & lead capture
Bring appropriate website enquiries and supported channels into the CRM with consistent field mapping.
Tool-to-tool integrations
Connect your CRM with ecommerce, booking, email or operational systems using supported interfaces.
Workflow & follow-up automation
Create agreed reminders, routing and updates so routine steps are less likely to be missed.
Data cleanup & migration
Map fields, review duplicates and move usable records with checks appropriate to the project.
CLEAR FROM THE START
You should know
what you are getting.
We agree the deliverables, responsibilities and price before implementation. You work directly with the person building it.
- 01A documented pipeline and field map
- 02Configured CRM features and scoped connections
- 03Tested example records and failure paths
- 04Team workflow notes and handover
BEFORE WE START
A little more
clarity.
Do I need to change CRM?
Not necessarily. We review your current tools and workflow before recommending a move.
Can you connect my existing tools?
Share the platforms and the data that should move between them. The scope depends on available APIs, access, plans and how each system handles updates.