CRM setup & integration

CRM Setup & Integration That Stops Leads Slipping Through

Leads are expensive. We set up and connect your CRM to your website, ads and phone system so every enquiry is captured, followed up quickly and tracked through to revenue.

CRM dashboard connected to ad platforms, Shopify, email, SMS and phone
The problem

Where Leads Get Lost

Leads in inboxes and spreadsheets

Enquiries scattered across email, forms and phones get missed.

Slow follow-up

The longer a lead waits for a response, the less likely it converts.

No visibility into the pipeline

You can’t see which leads became customers or which campaigns drove them.

Disconnected tools

Website, ads and CRM don’t talk to each other, so data is manual and incomplete.

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The Fecto approach

One System From Enquiry to Customer

We configure your CRM around your real sales process, connect every lead source, set up pipelines and notifications, and pass outcomes back to your ad platforms — so your team follows up faster and your marketing optimizes toward customers, not just form fills.

  1. Lead Captured
  2. Routed
  3. Followed Up
  4. Tracked
  5. Closed

No missed leads

Every form, call and message lands in one place.

Faster response times

Instant notifications and assignment rules for your team.

Revenue attribution

See which campaigns produce customers, not just leads.

Better ad optimization

Offline conversions help Google and Meta find more buyers.

What’s included

Everything Your CRM Program Needs

CRM selection guidancePipeline & stage setupCustom fields & propertiesWebsite form integrationAd platform lead syncCall & SMS integrationLead routing & notificationsOffline conversion importsData migrationReporting dashboardsTeam trainingOngoing support
Platforms & expertise

Tools We Work In Every Day

HubSpotGoHighLevelSalesforceZoho CRMPipedriveZapierGoogle AdsMeta
Results

Professional Services

A predictable lead pipeline

+52%Qualified leads
−31%Cost per lead
View case studies
Why Fecto Digital

A Partner Measured on Outcomes

  • CRM connected to your marketing performance
  • Built around your sales process, not a template
  • Closed-loop reporting from ad to revenue
  • Practical training for your team
FAQs

CRM Questions, Answered.

Which CRM should my business use?

It depends on your team size, sales process and budget. We commonly work with HubSpot, GoHighLevel, Salesforce, Zoho and Pipedrive and can recommend the best fit.

Can you connect my ads to my CRM?

Yes. We sync leads from Google, Meta and TikTok into your CRM and can send closed-deal data back so campaigns optimize toward real customers.

Can you migrate data from my current system?

Yes. We plan and migrate contacts, deals and history with minimal disruption.

Will my team need training?

We provide practical training and documentation so your team uses the CRM consistently.

Related services

Works Best Alongside

Ready to Capture and Convert Every Lead?

Let’s identify the opportunities that can move your business forward.

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