BuildFirstSite
Web design & development · Australia
Your website form, spreadsheet, CRM and invoicing tool all hold the same customer details, typed in by hand, slightly differently each time. We connect them so one change updates everywhere and duplicates are cleaned up on the way in.
CRM integration connects your customer database to the other tools you use, such as your website form, email, calendar or accounting software. When something happens in one tool, like a new enquiry or a paid invoice, the others update automatically, so your records match without anyone retyping them.
Every time details are copied by hand, mistakes creep in: a wrong email, a missed phone digit, two records for the same person. Then follow-ups go to the wrong place, reports disagree, and nobody trusts the spreadsheet.
Sound familiar?
A new enquiry, a booking, an updated phone number or a paid invoice.
Formatting tidied, duplicates matched to the existing customer.
CRM, spreadsheet and accounting all receive the same, correct record.
An alert explains what did not sync, so nothing goes missing quietly.
Every enquiry becomes a CRM contact with source and notes, without copy-paste.
A live sheet of customers or jobs for people who prefer spreadsheets.
When a job is marked done, the customer details flow to your invoicing tool.
Matching on email or phone so the same person is not entered three times.
New bookings update the customer's record and history automatically.
You get a written description of every connection, and every account stays in your name.
An illustration of how this automation works, not a client result.
Typical set-up: 5–7 business days. Price: a fixed written quote after the free automation audit.
Works with tools you already use
Optional Care plan keeps it monitored and fixed when a tool changes.
The engineer who builds your automation is the one you talk to. Your day-to-day contact is in Australia.
Accounts in your name, data in your tools, every workflow documented. No platform subscription to keep paying us for.
No hourly billing. You get the scope and one fixed price after the free audit, before any work starts.
Most tools small businesses use can exchange data, either directly or through their exports. We confirm exactly what your tools allow during the free audit, before quoting.
New data syncs from the day we switch on. Moving years of old records across is a separate job we can quote if you need it.
You get an alert explaining what failed. On the optional Care plan we monitor the connections and fix them when a tool changes.
Yes. They run in accounts in your name, and you get documentation of each one, so another developer could maintain them if you ever wanted.
We only request the access each connection needs, use the tools' official connection methods, and do not keep copies of your customer data.
It depends on how many tools are connected and how they talk to each other. You get a fixed written price after the free automation audit, before any work starts.
Answer four questions and get a written automation map with a fixed price. Free, no obligation.
Get my free automation auditGet a quote