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Enquiries reach your firm through the website, phone, email and referrals, and some are quietly lost. We connect those channels to one CRM so each enquiry has an owner, a next step and a history your partners can see.
↓Each loop merges a different enquiry from several channels into one record. Tap a channel to start one there
CRM integration,explained without jargon.
What does CRM integration mean for a professional firm?
One idea at a time. Each sheet lays over the last, so the picture builds up. Tap a number to jump.
It works like a reception register that also reminds each partner whom they promised to call back.
A CRM is a shared record of everyone who has contacted the firm, what they asked about and what happened next.
Integration means your website forms, booking page, email and proposals feed into it automatically.
Nobody has to retype details, and each enquiry is assigned to the right partner or team.
Partners can see in one view which matters came in, which turned into engagements and which went quiet.
Picture a business like yours,in three frames.
A typical situation, not a client story. The line in each frame goes from tangled to straight as the work is done.
A Hyderabad company secretarial firm with enquiries spread across inboxes
Heard yourself say this?Count how many fit.
Five things owners tell us before a project like this starts. Every one you recognise adds a tally mark.
Tap the lines you have said this year.
One fits. Worth a short call to see if CRM integration is the right fix.
Two fit. A short call will tell you whether to do this now or later.
Three fit. This is probably worth planning soon.
Four fit. You are losing time to this already.
All five. This page was written for you.
Six parts,all handed over to you.
Your CRM integration work is made of these six parts. The comb lights each one in turn; tap a cell to read it.
CRM setup for a firm
Pipelines, fields and stages that fit professional work, such as enquiry, conflict check, consultation, proposal sent and engaged. We remove sales-team defaults you do not need.
Website and booking forms connected
Every form and paid booking creates or updates a contact, with the page and practice area it came from. Spam filtering keeps junk out of the pipeline.
Email and calendar sync
Connection with Google Workspace or Microsoft 365 so emails and meetings with a prospect appear on their record. Staff choose which mailboxes are synced.
Assignment and follow-up rules
Enquiries are routed by practice area, city or language to the right person. Tasks remind the owner if there is no next step within a set time.
Referral source tracking
A field for how each enquiry reached you, such as an existing client, another professional or a search. You can see which relationships send the most work.
Partner dashboard
A simple view of new enquiries, open proposals and engagements by practice area and month. Reports exclude sensitive matter details by default.
- CRM setup for a firm
- Website and booking forms connected
- Email and calendar sync
- Assignment and follow-up rules
- Referral source tracking
- Partner dashboard
The question we hear most:Zoho CRM, HubSpot or Salesforce?
The board turns through each option. Tap one to hold it and read the trade-off.
You want an affordable, India-friendly tool and may already use Zoho Books or Zoho Mail.
Advanced setups need careful configuration to stay simple for staff.
You publish articles and newsletters and want marketing and CRM in one place.
Costs can rise as you add contacts and paid features.
You are a large multi-office firm with complex processes and in-house admin support.
It needs more setup effort and ongoing administration than smaller firms usually want.
Four legs of one relay,about 6 weeks, start to finish.
Each leg is sized by how long it usually takes. Watch the baton go round, or tap a leg to jump there.
Four things that trip a project,and the fix we fit instead.
Each fuse is a mistake we see often. Watch it blow and get replaced, or tap a fuse to read the fix.
Copying a sales-company pipeline into a professional firm
Use stages that match your work, including conflict checks and engagement letters.
Adding dozens of mandatory fields
Start with the few fields staff will fill in every time and add more only when a report needs them.
Storing confidential matter details in the CRM
Keep matter documents in your portal or practice system and link to them from the CRM record.
Importing old contacts without consent records
Check with your adviser how the DPDP Act applies before emailing imported contacts, and record consent going forward.
Four factors,four corners of your project.
Each corner grows when that factor is on the larger side. The outline is your project's footprint, and the quote follows it.
A compact project. The smallest footprint for your quote.
Mostly compact, with one area that needs more work.
A balanced build. Half the factors on each side.
A larger build. Most areas need extra work and time.
The full footprint. Every factor on the larger side.
CRM integration questions,answered plainly.
Search the answers. If yours is missing, ask us on the call.
Cost & timeHow long does CRM integration take and what affects cost?
A focused setup with website and booking connected takes about three weeks, and a multi-office setup with migration takes up to six. Cost depends on channels, roles, migration effort and reports. CRM licences are billed to you by the vendor separately.
Getting startedWe already pay for a CRM. Can you fix it instead of replacing it?
Usually, yes. We review your current setup, remove clutter and connect the missing channels. Switching tools only makes sense if the current one cannot do what your firm needs.
Getting startedCan WhatsApp enquiries go into the CRM?
Yes, through the WhatsApp Business API with a provider that connects to your CRM. Chats on the regular WhatsApp app cannot be synced reliably. Messages to prospects need their opt-in.
In IndiaHow does the DPDP Act affect our CRM?
Prospect and client contact details are personal data, so you need a clear purpose, a notice and sensible retention. The CRM should limit access by role and support deletion on request. Check with your adviser on your notice and consent wording.
Getting startedCan a law firm use a CRM given Bar Council rules on solicitation?
Recording and following up on enquiries people send you is ordinary practice management. Sending unsolicited marketing to people who have not approached you raises different questions. Check with your adviser or Bar Council guidance before running any outbound campaigns.
OwnershipWho owns the CRM data?
Your firm does. The CRM account is in your name, and we work through user access you can remove at any time.
Getting startedWill it link with our proposals and client portal?
Yes. Accepted proposals can move a record to 'engaged', and a portal account can be created for the new client. We map these links in the first week.
Getting startedWhat help do we get after setup?
On a monthly care plan we fix sync issues, update forms and rules, and send a short monthly data-quality check. You can cancel anytime.
Works well alongside,from the same industry kit.
Know where every enquiry stands from first message to engagement
Tell us how enquiries reach your firm today and we will reply within 1 working day with a CRM plan.