Basic CRM Integration For Small Business Websites

You built a website, you have a form or two for potential leads to contact you. Now what? Here is a guide about basic CRM integration for your small business website.
Laptop with CRM Integration feature options on it

CRM Integration For Your Website

Table of Contents

What is a CRM?

CRM stands for Customer Relationship Management and it’s software for keeping track and communicating with your leads and clients.

The data collected from your forms on your website needs to go somewhere so that you can keep track of who is filling out your forms and what they need. CRM integration in your website is how this is done.

A database is actually connected to your website and in most instances, you can create headings that are questions from your form and when the questions get submitted through the form they go under the appropriate heading in your database spreadsheet.

That way you can see who the lead is and how to contact them. You can also keep track after you contact them if it resulted in a sale, ongoing conversation, etc.

Features of CRMs

  • Email Marketing
  • Chat Bots
  • Autoresponders
  • Form Integrations
  • Lead Management
  • Event Management

Depending on the needs of your particular business niche will be which CRM software you should choose. Here is an extensive list from Capterra that you can sort through based upon your business needs and budget.

CRM integration automation symbolized by small people moving forms around computer

Benefits of CRM Integration in Your Website

Organize Your Business – A CRM integration will give all of the people that work with your leads and clients a place to keep track of their relationships with clients and their conversion history.

Answer Questions Directly from Your Website – Some CRMs have chatbots that will allow you or your team to monitor the website and answer any questions someone may have while on your website.

Some have responses built-in for when no one is available to manage the chatbot.  Many companies use the chatbot function for the majority of their customer support.

Automate Communication Processes – When someone fills out a form on your website or they respond to your email several CRMs have an email autoresponder option so you can send leads and clients a thank you/welcome email.

Free email CRMs will allow you to send out mass emails to your clients and subscribers. Some have RSS options for sending updates to subscribers of your content and blogs.

Basic CRM Use Cases for Small Businesses

One of the most basic functions of a CRM is the ability to mass email your clients. This feature is great when you need to only reference a few clients for an email or many.

Initially, you’ll use it for emailing clients to let them know changes and happening that are going on with your business that will affect them. 

Blog subscribers will subscribe through your CRM, and you’ll respond via autoresponders or a mass email.

And you’ll probably keep track of your first few sales and/or conversions via a free CRM.

As your business grows then it will be time to consider options outside of the basic offerings of free CRM software. For now though, a simple CRM integration will make organizing your business easier and allow you to focus on opportunities and growth.

Which CRM Integration is Best for My Business?

When you’re just starting out we recommend using free email marketing options like MailChimp, Constant Contact, or MailerLite.

Often the most simple full CRM integration, while you have under a certain amount of leads and clients, is HubSpot.

During the initial design phase we will discuss your business and help you decide which one is right to help you get started.

If you already have a software that you’re comfortable using we would be happy to provide CRM integration for your website.

Moving (exporting) your data from one CRM to another is often a service we can help you with.

See how you can utilize CRM integration in your website!

About Your Digital Ubiquity

YDU is a boutique marketing & web design firm in St. Augustine, Florida that builds complete marketing systems for its clients. 

Everything from design to integrating customer relationship management tools so you can keep track of your leads, send emails, and let your website work for you!

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