Creating dependable lead journeys across website, CRM and communications
Ongoing technical and marketing support for a growing care-sector organisation with interconnected website, CRM and campaign needs.
A commercial need with several connected parts.
Website enquiries, CRM records, automated emails and internal processes needed to stay aligned while the organisation evolved. Small faults could create missed leads, outdated customer messages or unnecessary manual follow-up.
What Clicky Clicks delivered
Website maintenance, Zoho CRM support, lead tagging, automated communications, form journeys, technical troubleshooting, campaign support and new-brand digital planning.
The value of the work
One accountable partner could trace an issue across the complete journey and implement the fix without passing it between disconnected suppliers.
What the work needed to achieve.
The scope was shaped around the business need and the dependencies across platforms, people and customer journeys.
Senior thinking with hands-on implementation.
The work connected strategy and delivery, keeping recommendations grounded in what could be implemented and maintained.
Lead capture and CRM
Reviewed form destinations, tagging and contact-handling logic so enquiries reached the right process.
Automation maintenance
Updated triggered communications and resolved outdated or incorrect customer messages.
Retained delivery
Handled live fixes, scoped improvements and supported wider marketing and brand requirements.
The practical outcomes.
Client and resident information is never used in the public example.