Lead Capture & CRM Integration
Lead Capture & CRM Integration
Website inquiries are often the starting point for a new client relationship, but the information submitted through a website form may remain disconnected from the firm’s CRM or internal follow-up process. Staff may need to copy details manually, create records, assign tasks, and remember to follow up.
Dowker can help connect the firm’s website forms and intake process to its CRM. When a prospective client submits an inquiry, the relevant information can be captured, organised, and used to create or update a prospect record. The workflow can then assign the appropriate task, notify the responsible team member, and track the inquiry through the next stage.
This creates a clearer path from initial contact to qualification and engagement. Staff can see which inquiries are new, which require follow-up, and which have already been addressed, without relying on disconnected forms, inboxes, or spreadsheets.
The result is a more consistent lead-capture process, better visibility into prospective clients, and less repetitive administrative work for the team.
This is an illustrative workflow demonstrating how Dowker could approach lead capture and CRM integration. The exact fields, systems, and follow-up steps would depend on the firm’s existing website, CRM, and internal process.
See How Better Systems Come Together.
Dowker demonstrates practical workflows that connect your firm’s systems, reduce repetitive administration, and create a clearer path from inquiry to completed client work.
Don't manage the process manually.
As accounting firms grow, client information can become scattered across email, spreadsheets, accounting software, CRMs, and document portals. Staff can spend valuable time requesting documents, following up with clients, entering information, and managing handoffs.
Dowker identifies where these processes create unnecessary friction and builds systems that help your team work more efficiently.
