Every phone call with a prospect is a valuable opportunity – but if the details of that conversation aren’t captured properly, they can slip through the cracks. Suddenly, your team is chasing half-remembered notes, duplicating work, or worse – missing out on the lead altogether.
That’s why we’ve built seamless CRM integration into our Lead Management Service. It’s designed to make sure every piece of information from every call goes straight where it needs to be – saving time, cutting out admin, and giving your team the clarity to follow up fast.
When your calls come through Moneypenny, your PA doesn’t just answer on your behalf – they also collect key caller information, tailored to your needs, and send it directly into your CRM. That could be Salesforce, HubSpot, Pipedrive or a specialist CRM – we’ll aim to work with whatever system you’re using.
There’s no copy-pasting. No forms to fill in later. Just accurate data recorded once and instantly synced with the rest of your client records. It means fewer errors, no duplication, and a team that’s always in the loop.
Manually entering call data is slow, repetitive, and all too easy to get wrong. With Moneypenny, it’s done automatically. Your PA captures the details as they happen and feeds them straight into your CRM – so your team can skip the admin and get on with their day to day.
When information is passed between inboxes or scribbled on paper, it’s easy for things to go missing. Our approach removes that risk. Every call is logged with the right name, the right notes, and the right context – giving you reliable records you can trust.
For professional services firms especially, time spent on admin is time that can’t be billed. With CRM integration, that cost disappears. And for other industries, it’s about giving teams more headspace and fewer distractions.
When your CRM is up to date, it’s easier to spot trends, track progress, and deliver more personalised experiences. You know who’s called, what was discussed, and what needs to happen next – all in one place.
From smart forms and Zapier workflows, to secure logins and bespoke API setups, our CRM integration is as flexible as you need it to be. We’ll make sure it works with your existing setup – no disruption, just smarter data from day one.
This busy practice was facing a flood of calls during tax season. Accountants were tied up in consultations and chasing paperwork, while new client enquiries were going unanswered. Even when messages were taken, it often took hours, sometimes days, to log the details manually into their CRM, leading to delays, mistakes, and lost opportunities.
They turned to Moneypenny to handle all their inbound calls. Now, their PA answers every enquiry, asks simple qualifying questions, and books appointments directly into their team’s calendar. All caller information is sent into their CRM via Zapier, with zero manual input required. The firm has not only seen a sharp rise in new client wins, but their team can now focus on fee-earning work without interruption.
With urgent repair requests coming in around the clock, this property maintenance firm needed a better way to handle high call volumes and ensure every job was logged accurately. Calls were often missed or manually recorded, leading to delays, unhappy tenants, and inconsistent service data in their job management platform.
They partnered with Moneypenny for 24/7 call handling. Their PA captures essential details from every caller, from the nature of the issue to its urgency, and inputs everything directly into the company’s job management system. Engineers get a clear, accurate briefing every time, and customers receive faster, more professional service.
When information flows straight from the call into your CRM, everything gets easier. There’s no guesswork. No duplication. Just clean, consistent data that keeps your whole team on the same page.
Whether you’re a law firm logging new enquiries, a property team triaging jobs, or a consultancy juggling leads, CRM integration turns your calls into ready-to-use records – instantly.
And like every part of our Lead Management Service, it’s included in your Telephone Answering package. No bolt-ons. No extra cost. Just more value from every conversation.
Ready to connect your calls to your CRM? Call us on 0333 202 1005 to activate CRM integration today.
Your own PA to look after calls, qualify leads, book appointments, and lots more.
Discover >Our team of PAs capturing every new enquiry and qualifying them during the call.
Discover >
