Website + CRM Setup
Connect your website enquiries to a CRM, pipeline and follow-up process.
A website can generate enquiries, but the real value comes from what happens next. Website + CRM setup helps you capture, track and follow up with leads instead of losing them in an inbox.
Problem
The gap between a website enquiry and a won customer is where many leads are lost.
If enquiries arrive by email only, it is easy to miss calls, forget follow-up, duplicate data or lose visibility over what happened.
Lead capture
Website forms can capture contact details, service interest, budget, timeline and source page.
Pipeline tracking
Leads can move through stages like New Lead, Contacted, Booked, Proposal Sent, Won or Lost.
Automation
Notifications, tasks, tags, notes and follow-up can be triggered automatically when a lead submits a form.
Included
What website and CRM setup can include.
We keep the setup practical so the business can actually use it.
- Website forms mapped to the right CRM fields
- Contact and opportunity creation in HighLevel or another suitable CRM
- Pipeline stages that match the sales or booking process
- Tags for source, service, package interest and lead priority
- Internal email notifications when leads arrive
- Optional follow-up emails, SMS, tasks or booking links
- Basic reporting so owners can see enquiry volume and lead status
Options
CRM is not always the first step.
Some businesses need a full CRM. Others only need a simple tracker until their lead volume grows.
Inbox tracker
Best for very low lead volume and early-stage businesses that need basic structure.
Spreadsheet tracker
Good for simple visibility, source tracking and follow-up dates without full CRM overhead.
Simple CRM
Best for regular leads, quotes, bookings, sales conversations and follow-up automation.
Questions
Common questions before you build a new website.
Which CRM should I use?
It depends on lead volume, budget, process complexity and follow-up needs. HighLevel is useful when you want CRM, pipeline and follow-up automation together.
Can existing website forms connect to a CRM?
Often yes, depending on the form tool and website platform. WordPress and Elementor forms can usually be connected through webhooks or automation.
What if I only need a spreadsheet?
That can be a good starting point. The setup should still define lead status, owner, source, follow-up date and next action clearly.
Next step
Start with clarity before you spend money on a website.
Request a free systems audit and we will review the website, lead capture, CRM, follow-up and automation opportunities that matter most for your business.
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