Case Studies
CRM integration case studies

CRM integration case studies

A CRM is only as useful as the information in it. These case studies show how we keep a CRM in step with the systems around it, so sales, support and accounts all work from the same records without anyone copying them across.

Most of the work is with webCRM, the Danish cloud CRM, for which we are the UK developer it turns to for bespoke work: renewal leads created automatically, a helpdesk kept in sync, order dates written back from deliveries, and web sign-ups landing straight in the CRM.

If your CRM and your other systems disagree, talk to us or read about our software development.

The case studies

Automatic Renewal Leads

iTS, Scheduled Services. Much of iTS's business comes from renewals: PaperCut maintenance and support, subscriptions and related products. These are tracked as opportunities in webCRM, so the sales team knows what is coming up.

Improvement

CRM

2025 to 2026

Missing Order Dates

iTS, Webhook Processing. iTS records every delivery in webCRM, including the date the software licences and hardware were ordered from suppliers. Those dates matter for reporting, renewals and checking that every delivery was actually ordered.

New feature

CRM

Nov 2025

Freshdesk Integration

iTS, Scheduled Services. iTS runs installation and support work through Freshdesk, a helpdesk system, while orders and customer records live in webCRM. The two need to stay connected so engineers and sales staff see the same picture.

Integration

CRM

Feb to Nov 2025

CRM Field Changes

iTS, Reseller Portal. iTS's portal, its Xero invoicing and its scheduled services all read from and write to webCRM, iTS's CRM. They rely on specific CRM fields for things like product name, lead source and pipeline stage.

Integration

CRM

Jun 2025

Landing Page Sign-ups

webCRM, Sterisol. webCRM is a Danish cloud CRM, and wildesoft.net is the UK developer it turns to when a customer needs something bespoke. For Sterisol, a Swedish maker of hand hygiene and skin care products, wildesoft.net connected webCRM and Mailchimp in both directions. The last piece was new leads.

Integration

CRM

Jan 2021