CRM Setup & Integration

Turn More Enquiries Into Customers.

Capture leads, organise customer information and follow up at the right time. Realweb helps your business set up a practical CRM system that makes it easier to manage enquiries and keep your sales process moving.

Discuss Your CRM Setup → Explore Our Services

✓ Organised customer records ✓ Clear follow-up processes

↗ Customer Overview

CRM WORKSPACE

Your sales pipeline

A sample view of leads and follow-ups

New Leads

To review

Follow-ups

Tasks due

In Progress

Active deals

Lead stages

24New

16Contacted

12Qualified

07Won

Recent enquiriesView all →

JD Jordan DavisWebsite enquiry

Follow up

AL Alex LeeContact form

Contacted

✓ Follow-up reminderKeep the next action visible and on schedule.

◎ One Organised Contact ListKeep customer details together

↻ Consistent Follow-UpsMake the next action clear

⌘ Connected Lead SourcesReduce manual data entry

A Better Way To Manage Leads

Every Enquiry Deserves a Clear Next Step.

When enquiries arrive through website forms, email and phone calls, it can be difficult to keep track of every conversation. A well-configured CRM gives your team a central place to record details, monitor progress and plan what needs to happen next.

✓Keep customer and prospect information organised.
✓See which leads need a response or further action.
✓Make your sales process easier to understand and manage.
✓Reduce reliance on scattered spreadsheets and inboxes.

From First Enquiry to Follow-Up

A straightforward process built around the way your business works.

01 Capture the Enquiry

Collect lead details from connected forms and agreed channels.

02 Record the Details

Keep contact information, enquiry notes and lead sources together.

03 Assign the Next Action

Set tasks, reminders and responsibilities for follow-up.

04 Track Progress

Move opportunities through your pipeline and review outcomes.

What We Can Set Up

A CRM That Fits Your Workflow

We focus on practical setup and useful features, helping you manage leads without adding unnecessary complexity to your day.

◎

CRM Configuration

Set up your CRM structure, key fields and contact records to suit your business and customer journey.

↗

Lead Capture Integration

Connect supported website forms and enquiry channels so new leads can be recorded more efficiently.

◷

Follow-Up Reminders

Configure tasks, reminders and notifications to help your team stay on top of important enquiries.

⇢

Sales Pipeline Setup

Define clear lead stages so you can see where opportunities stand and what should happen next.

⟳

Workflow Automation

Automate suitable routine actions, such as assigning leads or creating tasks, where supported by your CRM.

▥

Reporting & Visibility

Organise useful views and reports to help you monitor enquiries, follow-up activity and sales progress.

Our Setup Process

Simple to Set Up. Easier to Manage.

We start with your existing process, then configure the CRM around the information and actions that matter to your team.

01⌕

Understand Your Needs

Review how you receive enquiries, manage contacts and follow up with potential customers.

02⚙

Configure Your CRM

Set up contact fields, lead stages, tasks and workflows based on your agreed requirements.

03⤴

Connect & Test

Configure supported integrations and test the key steps from enquiry capture to follow-up.

04✓

Handover & Guidance

Walk through the setup and explain how to manage leads, tasks and everyday CRM activity.

Built Around Your Business

Useful for Businesses That Rely on Enquiries

Whether you manage leads yourself or work with a small team, a clear CRM process can make daily follow-up more manageable.

For Small Business Owners

Bring website enquiries and customer details into one organised system, with a clearer view of who to contact and when.

For Growing Sales Teams

Standardise lead stages, allocate follow-up tasks and improve visibility across active opportunities and customer conversations.

For Service-Based Businesses

Keep track of quote requests, consultations, prospective clients and the next steps needed to progress each enquiry.

For Businesses Using Multiple Tools

Explore suitable integrations between your CRM, website forms and other supported systems to reduce repetitive admin.

Frequently Asked Questions

CRM Setup FAQs

Not sure where to start? Here are some common questions about setting up a CRM for your business.

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What is CRM setup?

CRM setup involves configuring a customer relationship management system to store contact details, capture leads, organise sales stages and manage follow-up activities.

Do I need a CRM if I run a small business?

A CRM can be useful if you regularly receive enquiries and need a reliable way to track conversations, quotes and follow-up tasks. The right setup depends on your workflow and business needs.

Can my website forms connect to a CRM?

Many CRMs support website form integrations through native connections, plugins or automation tools. The available options depend on your website, CRM platform and integration requirements.

Can CRM follow-ups be automated?

Depending on the CRM, you may be able to automate task creation, lead assignment, notifications and selected email workflows. We can help identify suitable automations for your process.

Which CRM platform should I use?

The best option depends on your budget, team size, existing software and the complexity of your sales process. We can discuss your requirements before recommending a practical setup.

Can you work with my existing CRM?

Depending on the platform and access available, we can discuss improving your current configuration, organising fields and workflows, or connecting supported tools.

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