Connect your website, CRM and real workflow into one customer record.

We map the hand-offs between marketing, sales and operations, then connect the website to your current CRM and improve the automations around a shared customer record. GoHighLevel, Zoho, HubSpot, Salesforce, Pipedrive and custom systems can all be considered.

Talk directly to Niel Bennet, our founder. 15 years in digital marketing, based in Melbourne.

  • Melbourne-based
  • 15 years in digital marketing
  • Month to month, no lock-in
  • You own your website and accounts
  • ABN 44 772 398 737
Free review and strategy session

No obligation. No spam. A person from our team reads every enquiry and gets back to you.

A sales pipeline board with enquiries moving from new enquiry to quote sent, follow-up due and won, with an instant SMS reply and a follow-up reminder
Every enquiry on one board, with automatic replies and reminders. Illustration with an example business and figures, not a real client.

What makes it work

  • One customer record

    Website enquiries, calls and chats saved against the same person.

  • Automated hand-offs

    The right person is told, and the right next step is set, automatically.

Keep your CRM. Make it work properly.

If your team already uses a CRM, we can connect the website to it, clean up the pipeline and build useful automations inside the existing system. A migration is recommended only when the current platform genuinely cannot support the workflow.

GoHighLevelZoho CRMHubSpotSalesforcePipedriveMonday.comAirtableCustom CRMOther API-ready platforms

Connect the website

Send forms, calls, bookings, campaign data and supporting files into the right CRM record and pipeline.

Automate inside the CRM

Configure routing, acknowledgements, tasks, reminders, follow-up sequences, stage changes and internal alerts.

Improve the existing setup

Review fields, pipelines, permissions, duplicate data, dashboards and team adoption before recommending new software.

What’s included

  • Workflow mapping
  • Existing CRM audit
  • Website integration
  • CRM automation
  • Email and SMS
  • Quote and document flow
  • Operational dashboards

Best for: Businesses managing customers across inboxes, spreadsheets and disconnected software.

How it works

  1. Free review and strategy session

    Tell us about your business with the short form below. We look at it and tell you what we’d do first. Free, with no obligation.

  2. A clear price, in writing

    You get exactly what’s included and what it costs before any work starts.

  3. We do the work and show you the results

    Plain-English updates on what we did and what it’s bringing in. You deal directly with Niel Bennet and our Melbourne team.

A quick word from Niel.

Thirty seconds on who we are and how we work. You deal with Niel directly, from the first call to the monthly report.

Get my free session

Questions people ask us

What does connect CRM & workflow involve?+

We map the hand-offs between marketing, sales and operations, then connect the website to your current CRM and improve the automations around a shared customer record. GoHighLevel, Zoho, HubSpot, Salesforce, Pipedrive and custom systems can all be considered. The final plan is shaped around your starting point, customer journey and commercial priorities.

Can we begin with one priority instead of a large program?+

Yes. We can start with the constraint that has the strongest evidence and build the wider system in stages. The first phase should create a useful result or learning without depending on every later phase.

How do you decide what should be done first?+

We compare likely business impact, customer friction, urgency, effort and the quality of available evidence. The roadmap explains those trade-offs so the priority is understandable rather than presented as a black box.

How will progress be measured?+

We agree on the relevant baseline before delivery and focus reporting on outcomes such as qualified enquiries, conversion, response time, pipeline movement or operational efficiency.

Find out what it takes to connect your website and CRM.

Tell us which CRM and website you use. We'll tell you what can be connected, what can be automated and what it would cost.

  • ✓ What can be connected
  • ✓ What can run automatically
  • ✓ A fixed quote

You’ll deal directly with Niel Bennet, our founder (15 years in digital marketing), and our Melbourne team.

Rather talk? Call 0417 460 236 or message us on WhatsApp, or book a time with Niel.

Free review and strategy session

No obligation. No spam. A person from our team reads every enquiry and gets back to you.