CRM Integration
Your CRM, Joined Up
Your team types the same customer into the CRM, then the accounts, then the order system. We join it all up around the CRM you already use, whether that is Salesforce, Zoho or HubSpot, and we build it in phases so you see results early.
Three Phases, One Business
We build it around the CRM you already use, in phases, so you see results early. The video shows Salesforce; it works the same way with Zoho and HubSpot.
Phase one: leads
Every enquiry from your website, your adverts and your phone line goes straight into your CRM. Our Voice AI answers the calls, takes the details and logs them for you.
Phase two: operations
When a deal is won, the order flows into your ERP. Stock, jobs and delivery dates, all from the same record.
Phase three: accounts
Quotes and invoices go into Xero or QuickBooks, and payments flow back to the CRM. Your team can see who has paid without chasing finance.
Built to be secure
Each link gets only the access it needs. We host it, back it up, keep it updated, and keep it working when suppliers change their systems.
Low total cost of ownership
You keep the systems you already pay for. One licence covers hosting, fixes and support. No big new platform to buy.
For one client, a UK construction firm, joining up their systems:
Full Transcript
Everything said in the video, word for word.
A new customer says yes. Someone types their details into the CRM. Then into the accounts. Then into the order system. Same details, three times.
Every time your team re-keys data, it costs time, and mistakes creep in. A wrong email here. A missed order there. And nobody has the full picture.
EngageAI joins it all up, around the CRM you already use. One business. No re-keying. And we build it in phases, so you see results early.
Phase one. Leads. Every enquiry from your website, your adverts and your phone line goes straight into your CRM. Our Voice AI answers the calls, takes the details, and logs them for you.
Phase two. Operations. When a deal is won, the order flows into your ERP. Stock, jobs and delivery dates, all from the same record.
Phase three. Accounts. Quotes and invoices go into Xero or QuickBooks, and payments flow back to the CRM. So your team can see who has paid, without chasing finance.
It's built to be secure. Each link gets only the access it needs. We host it, back it up, keep it updated, and keep it working when suppliers change their systems.
And the total cost of ownership stays low. You keep the systems you already pay for. One licence covers hosting, fixes and support. No big new platform to buy.
For one client, a UK construction firm, joining up their systems cut manual data entry by ninety-five percent.
Your CRM, joined up. From EngageAI. Let's talk it through.
Common Questions
What is CRM integration?
It joins your CRM up with the rest of your business: your leads, your ERP and your accounts. Details go in once and flow everywhere they are needed, so your team stops re-keying the same customer into three systems.
Which CRMs does it work with?
We build it around the CRM you already use, such as Salesforce, Zoho or HubSpot. The explainer video comes in a version for each of the three.
Do we have to do it all at once?
No. We build it in phases: leads first, then operations, then accounts. You see results early and each phase builds on the last.
Is it secure?
Yes. Each link gets only the access it needs. We host it, back it up, keep it updated, and keep it working when suppliers change their systems.
What does it cost to run?
You keep the systems you already pay for, and one licence covers hosting, fixes and support. There is no big new platform to buy. Book a call and we will talk through what your setup needs.
Where to Next
Want Your CRM Joined Up?
Book a call and we will talk it through: your CRM, your other systems, and which phase would pay back first.
Book a Call →