← W&S Services Entry No. 10

CRM sync

CRM sync.

Book 15 minutes No contract until it is working.

01 · The problem

Information lives in three places. None of them talk. Updating the CRM after every call, copying contacts between systems, deduping. It's invisible until you look at where the week went.

02 · What we install

Three weeks. Then yours to keep.

  1. CRM updates from form fills, replies, bookings.
  2. Calendar, inbox, CRM: same record. Always.
  3. Contact enrichment without the lookup work.
  4. Weekly: duplicates flagged, gaps surfaced.

03 · The terms

One paragraph of contract.

Engagement
A fixed setup, then a flat monthly fee
Billing
Month to month, no long contract
Setup
Approximately three weeks, in person in Atlanta
Your team
Approves every outbound action; Paige never sends alone
Cancellation
Cancel any time, no penalty

Ready to set up crm sync automation?