Skip to main content
← W&S ServicesEntry No. 10

CRM sync

CRM sync.

Book 15 minutesNo contract until it's working.
01

Industry estimate

The average small business burns 25 hours a week on manual data entry.

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.

Figures above are industry estimates, not W&S client results.

02

What we install

Three weeks. Then yours forever.

  • 01CRM updates from form fills, replies, bookings.
  • 02Calendar, inbox, CRM: same record. Always.
  • 03Contact enrichment without the lookup work.
  • 04Weekly: duplicates flagged, gaps surfaced.
02b

Illustrative demo · the sync loop

What it looks like in practice.

Every workflow runs as the same loop: a trigger, an AI step that drafts or sorts the work, a short approval from someone on your team, then the outbound action. The AI never sends on its own. The trigger and the action change for crm sync. The shape stays the same, which is how we add the next workflow once this one is running.

DEMO · CRM SYNC3 sources → 1 record · 100% match
3 sources → 1 customer recordSYNCINGWEB FORMname • email • zipEMAIL REPLYphone • service dateCALL NOTEETA • job size $CRM RECORDSample contactPHONE(404) 555-0143ZIP30060 · MariettaJOBAC repair · $620NEXT STEPtech dispatch 2:30p/04 SAVED ✓
Illustrative demo with sample data · the sync loop
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
06

A short local conversation

See it work before you commit to anything. No slides. No contract until you have seen it run.

Or email Paige, our AI assistant, at [email protected]

A human

Approves every send

Nothing

Paige sends on her own

0

New software for you to learn