Website Integrations

Eliminate the need for manual data entry by integrating your website with our Project-CRM solution built on Dynamics 365. Leads and inquiries are automatically transferred to your CRM, allowing your sales team to focus on closing deals and building relationships.

Real-Time Data Sync for Instant Lead Qualification

Imagine a system where every time a potential customer submits their information through your website, their details are instantly available in your CRM, ready for immediate follow-up. With our integration solution, this becomes a reality. Real-time data synchronization means your sales team always has the most up-to-date information at their fingertips, enabling them to qualify leads faster and respond to customer needs more efficiently.

Wide Range of Integration Capabilities

Our solution offers a comprehensive set of integration options to suit your business needs. Whether you’re capturing leads via web forms, processing e-commerce transactions, or interacting with customers through chatbots, our integration with Dynamics 365 ensures all relevant data is automatically recorded in your CRM. This not only enhances your team’s productivity but also improves data accuracy by reducing the risk of manual entry errors.

Unlock the Power of CRM Automation

Automation is key to optimizing your business processes. By integrating your website with our Project-CRM solution, you can automate repetitive tasks such as lead capture, data entry, and even customer follow-ups. This allows your team to focus on high-value activities that drive revenue and growth.

Use Case: Accelerate Lead Conversion

Consider a scenario where a visitor to your website fills out a contact form expressing interest in your services. Without integration, your sales team would need to manually enter this information into the CRM before they can begin outreach. With our solution, this data is automatically populated in Dynamics 365, and the lead is instantly assigned to the appropriate salesperson. The result? Faster lead conversion and improved customer satisfaction.

Latest news

Centralising Construction Data Starts with the Project

Construction isn’t a repeat sales business. You tender for the right to deliver each project, every time. Which means the project, not the customer, not the lead, is where everything comes together....

CIS Compliance in Construction: Why Manual Processes Are Becoming a Risk

For many contractors, CIS is one of those processes that works — until it doesn’t. Manual checks, spreadsheets, late nights before submissions, and crossed fingers that everything reconciles with HMRC. It’s familiar,...

What Is a CVR in Construction – and Why They’re So Hard to Get Right Without the Right Data

If you work in construction, chances are you’ve heard the term CVR thrown around regularly. Monthly CVRs, emergency CVRs, “we need to rerun the CVR” CVRs. But what actually is a CVR,...

Embedding AI in a Construction CRM

Practical Value for Preconstruction, Business Development, and Client Engagement Artificial intelligence is moving rapidly from concept to practical productivity in construction. While “AI in construction” is often discussed in the context of...

Copy Project Functionality in Our Construction CRM

One of the most common challenges construction companies face when using a CRM system is managing projects that follow similar patterns. For example, you may tender for a second phase of a...