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CRM & integrations

Fix the pipeline slowing your follow-up down

We design the CRM pipeline, lead capture, ownership and follow-up that stop good enquiries getting lost, with permissions and reporting you can trust.

Part of our wider business systems work. See business systems & implementation for the full picture.

Why this matters

Most businesses do not need more software. They need one pipeline, not five disconnected spreadsheets.

We build around how enquiries and customers actually move through your business: capture, ownership, follow-up, and the reporting behind all of it. The goal is fewer handoffs, fewer spreadsheets, and a pipeline your team keeps using after launch.

Clearer visibility

See where every enquiry, order, and task actually is without chasing someone for an update.

Less manual admin

Forms, spreadsheets, emails, and reminders move automatically instead of being copied by hand.

Reporting you can trust

Sales, ecommerce, marketing, and operations pull from the same connected system.

Where we build inside the CRM

Real use cases we design and connect.

01

Sales systems

Website → CRM → qualification → salesperson → quote → follow-up → won/lost, with nothing dropped in between.

02

Customer operations

Sale → onboarding → communication → delivery → support → review, handled by a system instead of memory.

Before Jora / After Jora

The same enquiry, moved two very different ways.

Integration map

We connect the points where leads and follow-up usually get lost.

Inbound

Forms and booking flows

Capture the right information once, route it properly, and start the next action without manual copying.

Sales

Pipeline and follow-up

Keep deal stages, reminders, and ownership visible so good opportunities do not go cold quietly.

How we build it

A practical route from disconnected admin to a connected system.

01

Map the workflow

We map how work, customers, and information actually move through the business today.

02

Design the system

We define stages, ownership, fields, automations, and the data that actually matters.

03

Connect the tools

We wire the CRM, ecommerce platform, calendars, email, and reporting into the same system.

04

Remove friction

We simplify the admin burden so the system is easier to use than the workaround it replaces.

05

Improve after launch

Once the system is live, we improve the workflow around what the team actually needs next.

Need a cleaner system?

We will show where your systems are making work harder than it needs to be.

Bring the current tools, the handoff problems, and the reporting gaps. We will map the first system changes worth making.