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1. Discovery call
15–30 minA short, free call to understand your business, the current website (if any), your goals and budget. CBWS asks the right questions and sends a clear written summary.
CRM integration
How crm integration works with CBWS
Step-by-step process for crm integration with CBWS: discovery, proposal, design, build, testing, launch and handover. Fixed-price clarity before any work begins.
Our process, step by step
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2. Proposal & scope
1–2 daysYou receive a fixed-price proposal with deliverables, timeline and what is outside scope. Nothing is assumed; third-party fees are itemised separately.
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3. Design & build
Per scopeWork happens in agreed stages: structure, design, development and content. You review progress at each checkpoint instead of waiting for a surprise final result.
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4. Testing & review
Before launchMobile, speed, forms, links and key user journeys are checked before launch. You review the site and we fix anything in the agreed scope.
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5. Launch & handover
Launch dayThe site goes live with a documented handover: logins, how to edit content, and what is covered afterwards. Ongoing care options are available.
Process FAQs
Which CRM can you connect?
We can assess a compatible CRM based on its API, import format, permissions, fields, and the store data you want to exchange. The practical route is confirmed after that review.
How often will contacts sync?
The frequency depends on the CRM and the required workflow. It may be event-based, scheduled, or a controlled CSV exchange where that is more reliable.
How will customer privacy be handled?
We limit the mapped fields to the agreed purpose, discuss consent and access, and document provider responsibilities. Your privacy policy and legal advice remain important parts of the process.
What happens if both systems change a contact?
We agree which system owns each field and how conflicting updates are identified. Where automatic conflict resolution is not safe, an exception can be left for review.