Keep your records up to date with CRM integration

  • Sync data between all of your different apps and platforms
  • Sell courses anywhere and automate enrolment on the LMS
  • Automate personalised email sequences
Integrations

Why do you need CRM integration?

CRM integration is essential for any learning management system or membership websites. With CRM integration you can keep your customer records up to date and track their actions across multiple systems.

  • If there’s an API we can integrate it

  • Data and records are updated simultaneously across your systems

  • All shared data is totally secure

Case studies

How our clients are using CRM integration

If you have a CRM we highly recommend you integrate it into your system to track and update client data automatically. Get the most out of your CRM just like our clients.

Absolute Dogs

Absolute Dogs sell through a variety of platforms across WP and other sites (including an affiliate program) so it’s up to us to make sure all those platforms talk and share data, minimising the need for multiple logins and improving sales tracking and data collection.

What’s included?

What’s possible with CRM integration?

CRM integration is pretty hands-off from a client perspective as we’ll handle the integration via the API. With your CRM integrated with your learning management system or membership website you’ll be able to.

  • Add clients and users

    Adding clients to your system can be done with just one click – no need to manually carry across information.

  • Get instant updates

    Data is simultaneously updated across your CRM, LMS and membership website. That way you can ensure you’re always working with up to date data.

  • Track progress

    With CRM integration you can send course data to the system, complying with accreditation bodies and L&D managers.

  • Reporting

    We can build custom reports that combine data from multiple sources in one easy to access panel.

  • Email sequences

    Set up email sequences to help maintain engagement, update key users on progress and even sell more content.

  • Ensure data security

    CRM integration ensures data and records can be handled and accessed securely, maintaining compliance with any local or company regulations.

Trusted by 4872388 users across 182 systems

  • “Very pleased with the service – it was great to work with a team with specific expertise in what we were trying to do (rather than us making it up in-house!), and the output was certainly better and more cost effective than what we would have achieved ourselves.”

    Dave Ranner

    Commercial Director, CameraForensics

  • “Our old platform felt like it was stitched together, and nothing really felt like it matched our brand. We could have never imagined our platform looking like it does now. Our long-time users have commented on just how impressive it looks and feels.”

    Matt Rouse

    Director of Learning Management and Technologies, Absolute Dogs

  • “From the initial proposal to the delivery of the outcomes we have felt listened to and understood, challenged and guided as needed… But most of all we actually felt like partners – not new customers.”

    Andy Pearce

    Managing Director, On Track Learning

  • Matt Bramble

    “I was incredibly impressed. The Plume team knows their stuff, but most importantly they know how to listen to a client’s needs and translate those needs into an actionable plan.”

    Matt Bramble

    COO, Leverage Lab

  • “Very pleased with the service – it was great to work with a team with specific expertise in what we were trying to do (rather than us making it up in-house!), and the output was certainly better and more cost effective than what we would have achieved ourselves.”

    Dave Ranner

    Commercial Director, CameraForensics

  • “Our old platform felt like it was stitched together, and nothing really felt like it matched our brand. We could have never imagined our platform looking like it does now. Our long-time users have commented on just how impressive it looks and feels.”

    Matt Rouse

    Director of Learning Management and Technologies, Absolute Dogs

  • “From the initial proposal to the delivery of the outcomes we have felt listened to and understood, challenged and guided as needed… But most of all we actually felt like partners – not new customers.”

    Andy Pearce

    Managing Director, On Track Learning

  • Matt Bramble

    “I was incredibly impressed. The Plume team knows their stuff, but most importantly they know how to listen to a client’s needs and translate those needs into an actionable plan.”

    Matt Bramble

    COO, Leverage Lab

FAQs

Your most frequent questions answered

CRM integration is something our developers will handle on your behalf, usually as part of your systems’ build or at any time after launch.

  • Is CRM integration easy?

    Not really. As we are framework agnostic and working with custom systems we have to research and plan every integration.

  • There’s an API, will that help?

    An API is absolutely necessary in order for us to integrate your CRM.

  • Can we do it ourselves?

    We wouldn’t recommend this. As we’re working with a custom-build, we’ll want to test everything as an integration can have unwanted side effects.

Let’s talk about your project

Book a 30 minute introductory call to learn if we can help you

Book in a call