AI & WEB SOLUTIONS • LEAD MANAGEMENT & CRM
Every lead in one place.
Every follow-up on time.
We set up and integrate your CRM — Zoho first, plus HubSpot, GoHighLevel and Odoo — so every enquiry from your website, ads, WhatsApp and phone lands in one pipeline, with its source attached and its next step already scheduled.
SPEC SHEET • WHAT THIS SERVICE DOES
- Pipelines that mirror your sale
- Every lead tagged with its source
- Website, ads, WhatsApp — connected
- Follow-ups that schedule themselves
DZG • CRM • 02.3
Already have a CRM?
Most of them are spreadsheets with a login.
Bought, half set up, quietly abandoned. Leads still live in inboxes, nobody knows which ad paid, and the pipeline is three months stale. We fix the setup, not the software — and your team keeps using it because it matches how they already sell.
WHAT'S IN THE BOX
Set up, wired,
actually used.
- CRM choice and setup — the platform your team will open every day
- Pipelines and stages that match how you really sell
- Website and landing-page forms wired straight into the CRM
- Source tracking — UTM, Google and Meta click IDs, landing page
- WhatsApp, email and phone enquiries in the same pipeline
- Data migration from spreadsheets or an old CRM
- Automated acknowledgments, reminders and follow-ups
- Email marketing — Zoho Campaigns, Mailchimp or Brevo, synced with the CRM
- Dashboards and team training, so it sticks
A CRM is only as good
as the leads in it.
Most CRMs fail at the door, not in the software. Forms email someone, ads report to a different dashboard, WhatsApp chats live on one phone — so the pipeline is never complete and nobody trusts it. We start by closing every door a lead can come in through.
Proof: the form on this page. Submit it and your enquiry passes a bot check, lands in our CRM as a deal tagged with the page, campaign and Google click ID that brought you, alerts us by email and sends you to a thank-you page. We build yours the same way.
ONE pipeline for every channelSOURCE-TAGGED every leadTOOL-AGNOSTIC Zoho, HubSpot, GoHighLevel, Odoo
"If a lead can get lost, it will."
the CRM rule
CLOSE EVERY DOOR FIRST
AUDIT → ADOPTION
Five D's. Zero drama.
D-1
Discover
Every way a lead reaches you, and where it leaks.
D-2
Define
Your pipeline on one page — stages, owners, next steps.
D-3
Design
Fields, automations, forms and dashboards.
D-4
Deploy
Wire, migrate, test with live leads, switch on.
D-5
Drive
Train the team, tune the stages, add the next channel.
Straight
answers.
Scoped to the channels you connect and the data you bring across. You see the full pipeline map before anything is built.
no hidden extras.
HOW WE PRICE
Every project is quoted on the value it delivers, not by the hour — scoped to exactly what your brief needs.
You only pay for what is required, nothing more.
Get a scope-based proposal →EVERY DOOR • CONNECTED
What we connect
to your CRM.
Website forms
Every form, every landing page — straight in, spam filtered out.
Google & Meta ads
Click IDs and campaigns on every lead, so you know which ad paid.
Chats become contacts and deals, not lost threads on one phone.
Email & phone
Inbound enquiries logged, owned and followed up.
Booking & calendars
Appointments created against the right deal.
Quotes & invoicing
Won deals flow into Zoho Books, Odoo, Xero or your accounts tool.
Email marketing
Zoho Campaigns, Mailchimp or Brevo — lists in sync, emails fired by the pipeline.
n8n, Make & Zapier
The bridge wherever two tools have no native connector.
Small print,
answered loudly.
Which CRM should we use?
The one your team will actually open every day. Zoho is our main platform — Bigin for lean sales teams, Zoho CRM for depth. HubSpot suits marketing-led teams, GoHighLevel suits agencies and campaign-heavy businesses, and Odoo fits when the CRM must sit with stock and accounts. We recommend after mapping how you sell — never by commission.
We already have a CRM. Can you fix it instead of replacing it?
Usually, yes. Most CRMs fail on setup, not software: stages that don't match the sale, forms that bypass it, and no source data. We rebuild the pipeline, connect the missing channels and clean the data — and only suggest switching if the tool genuinely can't do the job.
Can you connect our website, ads and WhatsApp?
Yes — that is the core of the job. Website forms post straight into the CRM, every lead carries its UTM and Google or Meta click ID, and WhatsApp, email and phone enquiries land in the same pipeline. If two tools refuse to talk, we build the bridge.
Will our data come across from spreadsheets or the old CRM?
Yes. We clean, de-duplicate and map your contacts, companies and open deals before import, then check a sample with you before switching over. Nothing is deleted from the old system until you have signed off.
Can you run our email marketing from the CRM?
Yes. We connect Zoho Campaigns, Mailchimp or Brevo to your CRM so lists stay in sync, then set up the welcome, follow-up and win-back emails that fire from pipeline stages. Every lead gets a next email on time, and nobody has to remember to send it.
How much does CRM setup cost?
It depends on scope — one pipeline with website forms is a different job from five channels and a migration. You see the full pipeline map before anything is priced or built. Share your brief and we'll prepare a scope-based proposal within one working day.
How long does CRM setup take?
A single pipeline with website forms connected typically takes one to two weeks. Multi-channel setups with migration take two to four, including a week of testing on live leads before we switch over.
Will my team actually use it?
That is what the setup is for. Stages use your words, not the software's, the screen shows only what each person needs, and we train the team on their own live deals. A CRM nobody opens is just a database with a monthly fee.
PAIRS WELL WITH
What usually
comes next.
DOWNLOAD • ZERO COST
The CRM
Leak Check.
Where your leads go missing — the six doors a lead comes through, what each one should record, and the follow-up that should fire. One page, your business.
CHECKOUT • CRM
Stop losing leads between the inbox and the follow-up.
Tell us your tools and where leads slip through. We reply within one working day.