DFY PROSHOP:

🔧CRM DEVELOPMENT & iNTEGRATION🔧

CRM Development & Integration — Build the Pipeline, Automate the Follow-Up

We turn your CRM into a revenue system—designed, integrated, and automated end to end. From data migration and custom pipelines to forms, chat, calendars, and phone/email/SMS integration, we capture every lead, route it in seconds, and trigger smart follow-ups that lift show rates and close rates. Our team maps SLAs and handoffs, builds dashboards (speed-to-lead, stage velocity, win rate, CAC/LTV), and connects your stack (website, ads, payments, help desk, accounting) via secure APIs/webhooks/CAPI—wrapped in consent-first compliance. Outcome: a clean, connected CRM that your team actually uses, with measurable gains from first click to final invoice.

Professional CRM Development & Integration

CRM Development & Integration — Build the Pipeline, Automate the Follow-Up

We design and wire CRMs that drive revenue—capturing every lead, routing it in seconds, and automating smart follow-ups that lift show rates and close rates. From data migration and custom pipelines to forms, chat, calendars, telephony, email/SMS, and payments, we integrate your entire stack and surface the KPIs that matter—so your team moves faster and your growth compounds.

CRM Development & Integration Services for Growth:
  • CRM Selection & Architecture: Platform fit, data model, custom objects/fields, roles & permissions.

  • Data Migration & Hygiene: Import, dedupe, validation, and normalization from legacy systems/spreadsheets.

  • Pipeline & Stage Design: Stages, SLAs, handoffs, exit criteria, and velocity targets by funnel stage.

  • Lead Capture & Intake: Embedded forms, web chat, chatbots, and call tracking tied directly to the CRM.

  • Calendar & Scheduling: Two-way sync (Google/Outlook), round-robin/skills routing, confirmations & reminders.

  • Telephony, Email & SMS Integration: Click-to-call, call recording, templates, sequences, and inbox sync.

  • Automation & Journeys: Lead scoring, nurture flows, reactivation, review requests, and post-purchase care.

  • Quoting, eSign & Invoicing: Proposals, contracts, payment links, and pipeline-to-cash workflows.

  • Attribution & Analytics: UTM capture, multi-touch attribution, dashboards (speed-to-lead, win rate, CAC/LTV).

  • Ad/Pixel & Server-Side Tagging: GA4, Meta/Google/LN pixels, CAPI/Enhanced Conversions mapped to CRM.

  • Enrichment & Segmentation: Firmographics, tags, lists, and audiences for targeted campaigns.

  • Compliance & Consent: Opt-in/opt-out, audit logs, GDPR/CCPA practices, template governance.

  • Integrations & APIs: Webhooks/Zapier/Make, accounting/ERP/help desk, payments, marketing automation.

  • Training & Change Management: Playbooks, role-based training, QA, and adoption monitoring.

  • Ongoing Optimization: A/B testing, sequence tuning, pipeline refresh, and quarterly roadmap.

Outcome: a clean, connected CRM your team actually uses—shorter response times, tighter follow-up, higher conversion, and clearer revenue visibility from first click to final invoice.

Ready to Join Our Growth Journey?

Let’s create something that matches your vision and sparks true outcomes.

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