Dana Whitfield
- Type: Repair
- Urgency: This week
- Owner: Marcus
- Source: Website form
Website, CRM & QuickBooks integration for service businesses
Four apps. Four versions of the truth.
We connect the software you already pay for, starting with the form on your website, where the mess usually begins. No replacing everything.
QuickBooks Online ProAdvisor · 6 years building websites in Cleveland, TN · Prices on the page, not behind a form
The spreadsheet
D. Whitfield
QuickBooks
Dana Whitfeld
Your inbox
Re: AC stopped cooling
Your CRM
Dana Whitfield
Real demo below ↓
Things people tell us in the first five minutes
“We have the same customer’s information in like four different places, and none of them match.”
“Leads come in through the form and then they just sit in my inbox. Half the time we call them back two days later and they’ve already hired someone else.”
“Renewal season is a nightmare. We’re chasing checks and updating a spreadsheet by hand.”
“If our office manager quit tomorrow, nobody would know how anything works.”
“I know there’s got to be a way for these programs to talk to each other. I just don’t know what it is.”
Your data has trust issues.
The mess starts at your website form. That’s where we start too.
Most data problems don’t start in your CRM. They start when someone fills out a form that asks the wrong questions, sends the answers to an inbox, and leaves a person to retype them somewhere else.
So we fix the front door and the wiring behind it as one job: the right questions, clean answers, sent straight into the tools you already use.
- Start hereWebsite form
- ThenYour CRM
- AndQuickBooks · scheduling · email
- Lands onYour team’s phone
A marketing agency
builds the form and stops at the email notification.
A Zapier setup nobody owns
connects your tools, then quietly breaks at 2am, and nobody notices for three weeks.
We
build the form and the connections together, test them, document them, and keep an eye on them.
Fill this out and watch where it goes
This is a working demo on fictional data. Make up a request, hit send, and watch it land in a sample CRM, alert the right person, and send a confirmation. Same idea we’d build for you, wired to your tools instead of ours.
Where it lands
- ✓ Lead created in CRM0.4s
- ✓ Assigned to Marcus (repair, this week)0.9s
- ✓ Text sent to Marcus1.6s
- ✓ Confirmation emailed to Dana1.8s
That took a few seconds. How long did your last web lead wait?
Book a 30-minute callWhat people usually ask us to fix
- Integrations →
“Connect my tools so I stop doing double entry.”
Website to CRM, QuickBooks, scheduling, and project management.
- Smart Forms & Intake →
“Better ways to collect information from my customers.”
Applications, intake forms, quote requests, and registrations that ask the right questions.
- Workflow Automation →
“Automate the busywork.”
When a form comes in, the right things happen without anyone touching it.
- Portals & Memberships →
“A private area for my members or clients.”
Logins, memberships, renewals, and resources in one place.
- Connected Websites →
“A website that does more than sit there.”
The site that holds all of the above.
Already pay for QuickBooks, HubSpot, Jobber, Mailchimp, or Google Workspace? Good. See the tools we work with →
Your setup is messy, but it works. We’ll keep it working.
The most common worry we hear is that we’ll change something and orders will stop going through during your busy season. Fair. Here’s how we avoid that.
We work with the tools you already have.
No forcing you onto new software or a custom system nobody else can maintain.
We roll things out in stages.
One connection at a time, tested before it goes live, scheduled around your busy season.
We write everything down and we stick around.
You get documentation in plain English, and someone who actually answers the phone after launch. 14 businesses keep us on for ongoing maintenance. A few have been with us since our first year.
If you’ve been burned by a developer who disappeared, we get it. We’re not here to replace your software. Frankly, you’ve been through enough.
What is double entry costing you?
Retyping isn’t free just because nobody sends you an invoice for it. Put in your own numbers.
That’s about
$8,736
a year spent moving information from one program to another.
This is an estimate based on the numbers you entered, not a promise of savings.
Owner photo (photo session: at desk)
We’ll be straight with you
We’ve built websites for local businesses for six years. Connecting those websites to the rest of a business is newer for us, and it’s where our clients kept pulling us, so it’s where we’re headed.
We’ve done a handful of these for our existing clients. What we haven’t done is measure them properly, which is exactly what the founding-client program fixes.
That means we don’t have a wall of case studies yet. We’d rather tell you that than fake one.
We’re taking on 5 founding clients
Spots close March 31, 2027, or when all five are taken, whichever comes first.
What you get
- Systems Audit for $250 (half off), or the Smart Form + CRM Connection from $1,600 (20% off)
- Both still credited toward your build when your project starts within 90 days
What we ask in return
- A short “before” session so we can measure how things work today
- Check-ins 30 and 90 days after launch to measure the “after”
- Your written approval of every number and quote we publish, with your name or anonymized by industry, your choice
Prices, right here on the page
Most clients start here
Systems Audit
$500
A working session on your tools and how information moves between them, then a written map and a prioritized plan with a fixed-price estimate for each fix.
100% credited toward your build. when your project starts within 90 days
Smart Form + CRM Connection
from $2,000
One smart form with conditional questions, connected to one CRM, with alerts to your team and a confirmation to your customer. Tested, documented, and handed over. Extra connections quoted separately.
Larger projects start at $8K and are quoted after the audit, so you see the price before you commit.
See full pricing and how we work →What happens when you book
A 30-minute call with the owner. Video, Google Meet or Zoom, your pick. No sales team, no slide deck.
We talk through how information moves through your business and where it breaks. Bring a list of the software you use. That’s it.
Within two business days, you get a written recap. It’ll recommend a fixed-price project, a Systems Audit, or, if we’re not the right fit, someone who is.
Owner photo (photo session: on a call)
Get your tools on speaking terms
Thirty minutes, no pressure, and a written recap whether or not we work together.
Book a 30-minute call