Benefits of Connecting Your Website with CRM

Published 24. 9. 2020

Some companies focus on how to increase the number of visitors on their website but then do not pay enough attention to them. Especially for small businesses, every customer should be holy. This means that the company should be accessible to customers and should not keep them waiting.


If you are not using a web form on your site yet, it is about time to get started. Imagine a restaurant that does not have its menu outside for customers to see it before entering. The passersby opens the door rarely to see the menu inside. On the internet it is very similar. Forcing your customers to rewrite a phone number or email is an unnecessary obstacle to the deal you want to finish.

Web forms are nothing new. For small and medium-sized businesses are web forms the most common tool for generating business opportunities. This statistics will not probably surprise you. But what are other ways to make it easier for customers to get in touch with your business?

lead capture toolsSource:

The second most popular option are chat windows. They give you the opportunity to communicate directly with the customer, but unfortunately , this it is not the best solution for small businesses. They must set one employee aside to take care of the chat. In addition to the communication itself, the chosen employee must give the information to the other sales reps. (This very often also applies to web forms as well.)  And this is one of the problems that the connection of websites with the CRM solves.


No more copying data from the forms

Many companies save their outputs from the forms in Excel, Google docs or they leave them in the web administration, where are not allowed all the employees due to security reasons.

Thus, in order for all sales reps or the assistants to have access to the data, they must copy the content of the forms to the table accessible to all. And in a company that manages to gain business opportunities, that is a good portion of copying. Of course, this costs the time of a qualified employee or the company has to invests in hiring the assistant.

A far more better investment is in a CRM system that you can connect with a website. This way, the data from the web form are available to anyone who needs to work with it. And without the need for copying, which also opens up space for typos and so on.


No more late replies

For some companies, where the employee copies data from a web form to a spreadsheet for others, saving time spent on copying is not an interesting improvement. However, there is another related time period that every company should try to reduce at all costs, and that is the speed of response to the web form.

If sales reps have to wait for the webmaster to copy the inquiries from the form into their spreadsheets, it is not just them but also the customer who is waiting. And the customer can use the time to search for competitors. Every hour could be very expensive.

Connecting web form with a CRM reduces customer waiting to a minimum. In this way, the data from the web form is automatically saved into CRM, where it is available to everyone, and it is up to you when you process the request.


Clear management of business opportunities and deals from day one

There are many sales reps who are great at dealing with customers but weaker at keeping their agenda. If such a sales rep goes on a longer vacation, for example, and their colleagues are supposed to cover for them, sometimes they can even get mad when searching for important data.

Fortunately, this is something that a CRM can help you with. Deals management is clear in CRM. In every business opportunity you will find the necessary contacts and current communication. But the sales rep must, of course, create the deal first and fill it with all kinds of information. And this is sometimes a problem with the mentioned talented bohemians.

However, due to the connection of the web form with CRM this problem is eliminated. All you have to do is define the important fields in the form and the potential customer will usually fill in the name, e-mail or phone, and these will be saved in CRM as part of a new business opportunity. And this opportunity will be managed properly from the very beginning.


Get the most out of business opportunities

Web forms are the perfect tool for gaining business opportunities. By integrating with a CRM you can reduce response time to customer inquiries and manage your business opportunities more efficiently.

But keep in mind that for a successful business, you also need to maximize the number of inquiries you receive from your site. You can do this simply by giving customers forms where they are going to need them.

Certainly, finding the Contacts tab on the company website menu is not a problem. But why not making the inquiry form available to customers already on a landing page, where they get through a promotional e-mail. Or why not creating a specific form with unique fields for a specific product or service? You can get maximum information and get ready before you contact the customer.

Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table