CRM Integrations

Secure and scalable CRM solutions tailored to your business

An image of a forest to represent sustainability

Manage your customer relationships seamlessly

We deliver CRM integration services that enhance efficiency, readability, security and scalability.

By connecting your CRM to your internal systems and public-facing platforms, we enable smarter workflows and seamless customer experiences. With a focus on security, adaptability and innovation, our integrations are built to drive your business forward.

Comprehensive CRM solutions

Expert CRM selection and implementation

Whatever platform you’re choosing, from Salesforce to HubSpot, we provide expert guidance to identify and implement the CRM solution best suited to your goals. Our tailored strategies ensure a seamless transition and long-term success.

Public-facing website integration

We connect your CRM with your website to enhance engagement and customer service. Our integrations enable real-time data synchronisation, automated form submissions and self-service options to streamline the customer journey and save your team time.

Internal system integration

From HR and finance to ERP and case management systems, we ensure your CRM operates harmoniously within your ecosystem. Centralised data management drives efficiency and ensures all teams are aligned.

Security-first for peace of mind

Data security and compliance

Our Cyber Essentials Plus and ISO 27001-certified approach embeds security at every stage. From encrypted data transfers to GDPR compliance, we prioritise protecting your business and customer information.

Role-based access control

Maintain strict data governance with role-based access, ensuring information is shared appropriately across your teams and between systems.

Ongoing monitoring and support

After implementation, our team provides continuous system monitoring, security updates and performance reviews to ensure your CRM remains secure and efficient.

Future-proof and intelligent integration

Automated workflows

Eliminate manual tasks and drive efficiency with intelligent automation that adapts to your business processes. We help you streamline operations, enabling teams to focus on what matters most.

Scalable and flexible design

Our CRM integrations grow with your business, offering adaptable solutions that evolve with your needs and market trends, without disrupting operations.

Insight-driven decision-making

Connect analytics tools to your CRM for a holistic view of customer behaviour and performance metrics. Unlock valuable insights that inform smarter business decisions.

Why partner with JBi?

With years of technology-agnostic expertise, we tailor CRM integrations to meet diverse business requirements across industries. Our solutions optimise data processes for sustainability, reducing energy consumption while maintaining top performance. Acting as an extension of your team, we provide dedicated support and training to ensure your long-term success.

Ready to enhance your customer interactions?

JBi can help you integrate, optimise and secure your CRM for long-term impact.

Get in touch