What is CRM and lead flow management?
A CRM is where your contacts and deals live. Lead flow is how an enquiry gets there: the form, the tracking behind it and the follow-up. We connect them so each lead arrives with its source attached.
What it covers
- The form on your site and where it sends the enquiry.
- The CRM that holds the person and the deal.
- The tracking that says which ad or page the lead came from.
- The follow-up, from a first reply to email sequences.
How it works on our own site
Every form on this site goes to one n8n flow. It checks the submission, skips duplicates and adds a row to a Google Sheet before anything else happens. Then it creates the person, a deal and a form record in our CRM, with the campaign and click ID attached, and alerts the team. If the CRM ever fails, we still have the enquiry.
For clients
We set up the CRM you have or the one that fits, and connect your website and ad tracking to it. Forms keep the campaign and click ID, so each lead carries the ad it came from.
The tools in this answer
KlaviyoEmail and SMS for online shops. It knows what each shopper browsed, left in their basket and bought, so the right email goes out on its own. It's the one we'd pick for a shop.CRM
GTMHolds every tag, in the browser and on the server, so a change goes in once and gets tested before it goes live.Tech
Where this came up in our work
- Client work
Sector7
An award-winning rebuild, 177% more new users in 2025 than 2024, and Jon calls it "executed flawlessly, on time and on budget".
Read the story - Client work
Hear Me London
A London audiology clinic got local pages, an online hearing test that logs to a sheet and emails the clinic, and server-side tracking behind every booking: 378 online bookings in 15 months, over half from organic search.
Read the story
Also worth asking
Other answers about the same tools.
What is technical and tracking infrastructure?
It's the set-up that counts what happens on your site and sends it where it needs to go: tracking tags, analytics, ad-platform conversions, your CRM connection and cookie consent, plus the hosting and security around your website.
How do you set up website analytics and tracking?
We agree with you what counts as a conversion, then set up Google Tag Manager and GA4, plus server-side tracking through Stape for sites that spend on ads. Before we hand over, we check the data is actually arriving.
How do you handle compliance management for my website?
We work with your cookie consent tool, or suggest one we've worked with, and connect it to your tags so they follow the visitor's choice. How that's wired depends on the project, so we test what your tags actually do. We don't write legal text or give legal advice, so your privacy policy needs sign-off from someone qualified.
What is ad platform integration and why does it matter?
Ad platform integration means joining your website, tracking and CRM to the ad platforms, so they receive the leads and sales that came from their ads. Without it, bidding learns from clicks and form fills instead of customers.
Why is tracking important for my marketing?
Without it you're guessing which ads, pages and emails bring customers. Ad platforms also bid on what you tell them, so missing or wrong conversions mean they find the wrong people.
Still have questions?Talk to us
Bring your numbers.
We'll tell you if the spend makes sense.
- A 15-minute callYour goals, your challenges, and whether we're the right fit.
- A 1-hour discovery callWe dig into your numbers. Worth a hundred emails.
- A concrete planAds, a custom build or both, as a one-off project or ongoing.