01 · CAPTURE
Leads captured at the source
Website and landing page forms send each enquiry, including state, experience and how they heard about Vision, straight into GHL as a new contact and opportunity. Nothing is copied by hand.
CRM INTEGRATION
Connect Every Lead.
CRM integration that connects your website to your sales and marketing tools, so every enquiry is captured, tracked and followed up automatically.
Our Approach
Your website should do more than collect enquiries. It should feed your sales process.
When website forms, bookings and sales live in separate systems, leads slip through the cracks and your team wastes time copying data between them.
We connect your website to the CRM and tools you already use, so contacts, enquiries and orders flow straight into the right place and your team can act on them faster.
CRM in Action · Vision Aggregation
Every lead captured. Every follow-up automated.
We connected Vision Aggregation’s website to HighLevel (GHL), so every broker enquiry flows straight into the CRM. From there, pipelines and automations handle the follow-up, so no opportunity slips through the cracks.
02 · PIPELINES
Opportunities that move through clear pipelines
Every enquiry lands in the right pipeline, from leads and onboarding to restructures and terminations, with stages like New Enquiry, Email Confirmations and Refer to Head Office, so the team always knows what comes next.
03 · AUTOMATIONS
Automations that do the follow-up
As opportunities change, workflows send tailored emails and SMS, set reminders and tasks, add tags and branch by broker type, from principal brokers to sub brokers and employee brokers.
04 · REPORTING
Real-time reporting at a glance
Dashboards and email statistics show pipeline totals, opportunity status, stage distribution and campaign engagement, giving the Vision team a live view of the business.
CRM Integration Services
Connect your website to your CRM and sales tools.
We specialise in HighLevel (GHL), the all-in-one CRM we build on and recommend, and we can connect your website to the systems you already use. Every enquiry is captured, tracked and followed up automatically.
Connect Your Systems- 01
Forms & lead capture
Website forms, quotes and bookings sent straight into your CRM as contacts and opportunities, with the right tags and lead source.
- 02
Pipelines & CRM setup
Pipelines, stages, fields and contact records configured in HighLevel to match how your team actually sells.
- 03
Automated follow-up
Workflows that send emails and SMS, assign tasks and set reminders, so no lead is left waiting.
- 04
Bookings & conversations
Calendars, appointment reminders and one shared inbox for email, SMS and social messages.
- 05
Reporting & lead tracking
Live dashboards showing where leads come from, pipeline value and which channels turn into sales.
How We Work
Our CRM Integration Process
A clear, collaborative process from mapping your workflow to going live.
01
Map
We review your sales process, current tools and where leads come from.
02
Plan
We design the data flow, fields and automations your team needs.
03
Connect
Integrations built and tested on staging so nothing gets lost.
04
Launch & support
Go-live, team training and ongoing support as your needs grow.
Related Services
Everything your website needs
From UX and design through to development, hosting and ongoing support, we handle every part of your website in-house in Sydney.
Websites
Design, build and grow the online presence
UX Design
›User-focused experiences that convert.
Website Design
›Modern, responsive website that performs.
Web Development
›Custom, scalable build for growth.
LMS
›Online courses, lessons and student progress tracking.
CRM Integration
›Connect your website to your CRM and sales tools.
Ongoing Maintenance
›Updates, support and peace of mind.
Hosting
›Secure, reliable hosting for optimal performance.
AI Web Development
›Claude, WordPress and Breakdance.
Our Work
Recent Website Projects
A few of the brands we've designed and built websites for.
Let's Connect Your Systems
Tell us about the tools you use and we'll show you how your website can work with them.
FAQs
CRM integration: common questions
Connecting your website to your sales and marketing tools.
What is CRM integration?
CRM integration connects your website forms, bookings and sales to your customer relationship management system, so every enquiry is captured as a contact automatically and your team can follow it up without copying data by hand.
Which CRMs do you work with?
We specialise in HighLevel (GHL), the all-in-one CRM we build on and recommend, and we can also connect your website to the systems you already use. Tell us what you have and we will confirm the best approach.
Can you automate our follow-up emails and SMS?
Yes. We set up workflows that send tailored emails and SMS, create tasks and reminders, and add tags as leads move through your pipeline, so follow-up happens on time, every time.
Will we be able to see where our leads come from?
Yes. Each enquiry is recorded with its source and details, and dashboards show pipeline totals, stages and campaign engagement, giving your team a live view of the business.
Can you integrate a CRM with our existing website?
In most cases, yes. We review your current site and forms, then connect them to your CRM or recommend changes if the existing setup makes integration unreliable.