Sync CRM contacts to your job management system
Give your team time back from the very first customer contact. Build Concierge connects your CRM to your job management system, so new customer details can be matched or created automatically and your team can get on with arranging the work.
Make the handover easier
A new contact in the CRM is useful to sales. The team booking the work needs those details in its own system too. When moving them across depends on someone finding time, even a simple enquiry creates extra admin.
CRM contact sync takes that copying off your team’s hands. Checking for an existing record also helps reduce avoidable duplicates, so operations can find the customer and get on with arranging the work.
How CRM contact sync works
When your connected CRM sends through a new contact, Build Concierge reads the agreed details, such as the company name, contact name, postcode and phone number. It then checks your job management system using the matching rules agreed with your team.
- An existing customer is found. The workflow uses the matched record.
- No match is found and the required details are present. A new record is created, tagged so your team can see it came from the CRM.
- The details need checking. The workflow can be configured to pause and ask a member of your team to review them.
You agree which cases can run automatically and where a person should step in.
What this looks like in practice
Imagine a facilities manager enquires about maintenance work. Sales adds their details to the CRM. Build Concierge checks for the customer in your job management system and follows the agreed matching or creation process.
When the enquiry is ready to progress, operations can use the customer record to arrange the work. The contact handover has already been handled, giving the team one less task between the enquiry and the job.
Built around the way you work
Build Concierge brings AI and automation to the work between your existing systems. For this workflow, we start with your CRM, your job management system and the way your customers are recorded.
Together, we agree which contacts should come across, which details matter and what counts as a match. We also agree who should review exceptions, then test representative contacts before the workflow goes live.
That gives your team a practical starting point for reducing admin as the business grows.
Common Questions
Tell us which systems you use and how you use them. We’ll confirm the connection options and scope the workflow around your setup.
This workflow covers new contacts moving from the CRM into your job management system. Changes to existing details or updates back to the CRM need to be scoped separately.
Your team continues to use those systems. Build Concierge handles the agreed contact handover between them, with matching and review rules shaped around your business.
Give your team more time for customers
Get in touch with the Build Concierge team and we’ll set it up around the way you work.
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