CRM Integration
Every Lead in Your CRM, Assigned and Tracked in 15 Days
Forms, ads, calendar bookings and inbound email flow into your CRM automatically, tagged by source and routed to the right person. Live on the date promised for your tier, or your next revision round is free.
Leads arrive from forms, ads, calls and email, then sit in inboxes and spreadsheets. Some are never followed up, nobody knows which source produced them, and manual copy-paste creates duplicates and gaps. You pay for leads and lose them between the click and the first reply.
The first response often decides who wins the job. When leads are captured once, routed instantly and tracked by source, follow-up gets faster, nothing slips through, and you can finally see which channels deserve your budget.
I connect each lead source to your CRM, map the fields, remove duplicates, assign owners by your rules and trigger the first follow-up automatically. Every connection is tested with real submissions before launch, and monitored for 30 days after.
Built with
What's included
What you get.
Lead capture
- Form and landing page connections
- Ad platform lead form sync
- Calendar booking and inbound email capture
Data quality
- Field mapping to your CRM
- Duplicate detection and merge rules
- Source and campaign tagging
Routing
- Owner assignment by your rules
- Instant notification to the assigned person
- Fallback owner so no lead is orphaned
Follow-up automation
- Automatic first-response message
- Reminder tasks when a lead goes untouched
- Pipeline stage updates
Testing and launch
- Real test submissions from every source
- Go-live checklist and sign-off
- Fixes during launch week
Handover
- Short walkthrough recording
- Written setup documentation
- 30 days of monitoring after launch
Not included
- Paid ad management or ad creative
- Migrating historical data from an old CRM (available as a quote)
- CRM licence or subscription fees
Outcomes
What changes.
Every lead captured once, with its source recorded
New leads assigned to an owner within minutes
Zero manual copy-paste between forms and CRM
Clear view of which channels produce real pipeline
A documented setup your team can run without me
Process
How it works.
Map your sources
We list every place leads come from, where they go today and where they get lost.
Build the connections
I connect each source to your CRM, map fields and set routing and follow-up rules.
Test with real leads
Every source is tested end to end before anything goes live.
Launch and monitor
We go live on the promised date and I monitor for 30 days, fixing issues as they appear.
Why me
About Me.
I've spent my career at the intersection of software architecture and business strategy — leading engineering teams, rebuilding fragile systems into scalable platforms, and translating technical decisions into revenue, margin, and speed-to-market.
As a Fractional CTO, I embed with founders and leadership teams to bring senior technical judgment without the overhead of a full-time executive. That means honest audits, pragmatic roadmaps, and hands-on architecture — not just advice from the sidelines.
My focus is measurable outcomes: operations that run on autopilot, products that ship faster, and lead-generation systems that compound. If it doesn't move the business forward, it doesn't make the roadmap.
What our clients say.
Arfan didn't just advise us — he rebuilt our platform architecture and hired the team to run it. We shipped faster in six months than the previous two years combined.
Sarah Whitfield
CEO
We were drowning in manual dispatch and invoicing. Arfan automated it in weeks, not quarters, and our technicians finally have time back in their day.
Marcus Alden
Founder
As an agency, our margins live and die on process. The automation systems Arfan put in place let us take on more clients without adding headcount.
Priya Nathan
Managing Partner
Pricing
Investment.
Price range: $1,800–$5,000 depending on the number of lead sources. Fixed price, agreed before work starts. Add-ons are listed separately below.
Optional add-ons
Additional lead source
Connect one more lead source with mapping, routing and testing.
$400 each
Expedited delivery
Move your build to the front of the queue for a faster launch.
$300
Extended monitoring
Extend post-launch monitoring from 30 to 60 days.
$300
Custom API connector
Connect a tool without a native CRM integration through a custom API connector.
$500
FAQ
Common questions.
How long does it take?
7, 15 or 25 days depending on your tier. The date is agreed before we start, and if I miss it your next revision round is free.
Which CRMs do you work with?
Most major CRMs including HubSpot, Salesforce, Zoho, Pipedrive and GoHighLevel. If yours has an API, I can connect to it.
Will my current leads be affected?
No. The build is tested separately and goes live only after sign-off, so incoming leads keep flowing as they do today.
What counts as a lead source?
A form, ad platform, booking calendar, chat tool or inbox address that sends you new enquiries.
Can you migrate data from my old CRM?
Migration is outside the fixed price. I can quote it separately once I see the data.
What happens after launch?
I monitor for 30 days and fix issues at no extra charge. You can extend monitoring with an add-on.
Do I need to buy new software?
Usually not. I work with the CRM and tools you already pay for. Licence fees stay with you.
Who owns the setup?
You do. You receive documentation and a walkthrough recording, and the accounts remain yours.
How do I start?
Book the 15-minute call. I will map your sources, recommend a tier and give you a fixed price.
See Where Your Leads Are Leaking
A 15-minute call to map your lead sources and tell you which tier fits. No obligation.