The problem: a CRM nobody keeps up to date
New customers come in through several doors. The website form, an email, a purchase in store. Someone has to copy their details into the CRM, and it happens whenever someone remembers.
The result: duplicate records, misspelled names, requests nobody called back. The CRM turns into a list no one checks anymore, because no one trusts it.
How CRM automation works
Every new request follows the same path, without anyone retyping it.
- A customer fills in the form on your website.
- Their record is created in your CRM with the form details.
- If that customer already exists, the two records are merged instead of duplicated.
- A follow-up is assigned to the right person on the team.
- That person gets a notice with the context of the request.
What stays under your control
You set the assignment rules: which kind of request goes to whom, and who steps in when someone is away. You can change them when the team changes.
When two records look alike without clearly being the same person, the merge is suggested to you instead of done automatically. Nothing is erased without a trace.
The form can include the customer’s consent to be contacted. We take Québec’s Law 25 into account in how this information is collected and kept.
The tools it connects to
We connect your website forms to the CRM you already use. Requests that arrive in Gmail or Outlook can follow the same path.
If you sell through Shopify or Square, customers who buy can also be added or updated in the CRM. Everything about a customer ends up in one place.
What is set out in the quote
The plan names the sources of new customers, the fields carried over, the merge rules and the assignment rules. It also describes what happens with the records already in your CRM.
The cost, the tests run with you before launch and the maintenance are set out in the quote.
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