The process
Systems audit
We map how enquiries, quotes, bookings and customer data move through the business today, which tools hold what, and where the double handling is.
Your website, wired to your CRM.
Custom software and integrations that remove the double handling.CRM integration and custom software development Perth
Every enquiry, booking and sale should land in your CRM without anyone retyping it. We integrate websites and custom software with GoHighLevel, HubSpot, Salesforce and Microsoft Dynamics 365, and build the bespoke pieces in between: client portals, quoting tools, booking systems and dashboards. Developed in Perth, documented, and handed over so your team owns it.
Partners
CRM integration
Connect your CRM properly.
Tell us which systems you run and what should flow between them. A specialist replies within one business day with an approach, timing and cost.
Thanks, we've got it.
A specialist will be in touch within one business day with cost and timing.
What clients say.
I have dealt with several digital marketing agencies over the years and have found CLIK Digital to be the most genuine team. They care about the outcomes and I can comfortably recommend CLIK Digital to anyone.
Jims GroupThanks to the team at CLIK Digital, the Gravity Discovery Centre and Observatory website is looking great now. We are excited to have such a fantastic new look. I highly recommend the team at CLIK for their expert web design and development skills.
Gravity Discovery CentreGreat work from team CLIK on the new website for Combined Tyres. It has conveyed a much sharper message and clearly showcased our current capabilities. Pleasure to work with the team at CLIK.
Combined TyresCLIK have helped us more than triple our revenue by consistently delivering qualified, high value leads through a strategy that is tailored to our business. Every marketing channel works together, which has allowed us to continue growing with confidence.
Barker WhittleWorking with the team at CLIK Digital has been an excellent experience from start to finish. They took the time to understand our business, our customers and the technical nature of our products before redesigning our website. The new site better reflects the scale of our operations.
Roundel CivilThe CLIK Digital team are very experienced at what they do and because they are local, are able to provide a personalised service.
AussieI would highly recommend CLIK Digital. The team there are extremely knowledgeable when it comes to digital marketing and their campaigns turn around fast, measurable results.
AdageWhat wedeliver.
A website that collects enquiries and a CRM that nobody fills in are two halves of a system that was never connected. CLIK's CRM integration work joins the website, the follow-up and the reporting into one pipeline, so no lead leaks between tools.
CRM selection and setup
The right CRM is the one your team will actually use. We help choose it on workflow and economics, then set it up around how you really sell.
- Platform guidance. Honest comparison across the mainstream options, with running costs laid out before you commit.
- Pipelines that mirror your sales process. Stages, owners and follow-up rules that match how work is actually won.
- Clean migration. Contacts and history brought across and deduplicated, not dumped.
Website to CRM, without rekeying
Every form, call and quote request on your site should land in the CRM tagged, assigned and ready to work, automatically.
- Form and call integration. Enquiries arrive with their source attached, so you know which marketing produced them.
- Lead routing. The right enquiry to the right person, instantly, with notifications your team cannot miss.
- Attribution kept intact. Campaign data flows through to revenue, which is what makes marketing reporting honest.
Automated follow-up that feels personal
Most enquiries go cold in the gap between interest and reply. Automation closes the gap without sounding like a robot did it.
- Instant acknowledgement. Enquirers hear back in minutes with something useful, not an autoresponder shrug.
- Nurture sequences. Email and SMS follow-up written in your voice, timed to how your buyers decide.
- Reminders for humans. Tasks and nudges so the deals that need a phone call get one.
For deeper automation, including AI handling of enquiries, see our AI automation services.
Reporting and custom software
Once the pipeline is connected, the numbers become usable: enquiries by source, conversion by stage, revenue by campaign.
- Dashboards. The handful of numbers that run the business, visible without logging into five tools.
- Custom builds. Quoting tools, portals and workflow software when off-the-shelf runs out, through our development team.
Who you'll work with
Integration work is detail work, and it is done in-house by the specialists you deal with directly. No handoffs, no offshore configuration, no account-management layer between you and the person wiring your pipeline.
We build these systems to be owned by you and understood by your team, documented and handed over properly. It is one reason 96% of our clients stay three years or more, with several having grown from startups into national companies on systems that scaled with them, backed by more than 20 years of specialist experience.
The short version
Salesforce. Dynamics 365. HubSpot. Connected properly.
CLIK Digital delivers CRM integration and custom software development in Perth: your website, marketing and operations connected to Salesforce, Microsoft Dynamics 365, HubSpot or GoHighLevel, with data entered once and flowing everywhere it is needed. When off-the-shelf stops fitting, we build the custom software around it.
The integration audit
Why CRMs fail.
Most CRM problems are not software problems. They are integration and process problems, and they follow four patterns.
01
Leads never arrive.
Website enquiries living in an inbox while the CRM starts empty. Capture to CRM should be automatic, immediate and complete.
02
Data entered twice.
The same client typed into forms, the CRM, the quote and the invoice. Every re-entry is an error waiting to happen and an hour lost.
03
A CRM nobody updates.
Software fitted to a workflow it does not match gets abandoned. We fit the system to how your team actually sells and serves.
04
Off-the-shelf walls.
The platform does ninety percent and the business bends around the rest. Custom development exists for that last stretch.
Platforms and builds
What CLIK integrates and builds.
CRM integration in Perth across the major platforms, with custom software development when the platform ends.
Salesforce Standard
- Website lead capture into Salesforce
- Web-to-lead and API integration
- Field mapping and data hygiene
- Marketing activity visible on the record
- Automation built around your pipeline
Microsoft Dynamics 365 Standard
- Website and marketing connected to Dynamics 365
- Enquiry flow into Sales pipelines
- Power Automate flows where they fit
- Field mapping and deduplication
- Reporting your leadership will read
HubSpot Standard
- Forms, tracking and lifecycle stages
- Marketing attribution configured
- Workflows and sequences built
- Website behaviour on the contact record
- Clean migration from spreadsheets or legacy CRMs
GoHighLevel Standard
- Pipelines, automations and comms in one place
- Lead routing and follow-up sequences
- Calendars, forms and reviews connected
- Strong fit for service businesses
- Managed alongside your marketing
Custom software Standard
- Booking and ordering systems
- Client portals and internal tools
- Calculators and configurators
- Built when platforms stop fitting
- Scoped and fixed-price after discovery
Data and governance Standard
- Data mapped once and documented
- Deduplication and field standards
- Integrations tested end to end
- Access and permissions set deliberately
- Handover with documentation, no lock-in
Showcase
Mayne Academy.
An elite football academy with a standard to protect and classes to fill. CLIK built the website and the custom booking software behind it, so parents discover programs, book places and pay without a phone call.
When the workflow is the business, the software is custom. Built in-house, owned by the client, fitted to the job.
See the Mayne Academy projectOur work does the talking.
All projects
SITECH WAA platform as precise as the technology it sells.Website, brand, campaigns
Barker WhittleHelping triple revenue with qualified, high-value leads.Google Ads, SEO, website
CycleBarOne brand, a national franchise growth engine.Website, Meta Ads
Combined TyresA sharper message for WA’s tyre specialists.Website, video
The Local Drinks CoFrom one-off orders to subscription ecommerce.Shopify, brand
Gravity Discovery CentreA new orbit for WA’s home of science.Website
Health Practice AdvisoryPractice sales, made simple.Website, brand
Everything underwebsites.
Six specialist lanes, one team. Pick the one you need, or let us map the whole route.
Website designCustom, conversion-led sites built in-house.Ecommerce websitesShopify and WooCommerce stores that sell.Website developmentPortals, integrations and bespoke builds.Maintenance and supportKept fast, secure and up to date.CRM integration and custom softwareGHL, HubSpot, Salesforce, Dynamics 365 and bespoke builds.Conversion rate optimisationMore enquiries from the traffic you already get.
How an integrationruns.
Six stages, clear pricing, no surprises. You will know who is doing the work and what happens next at every step.
The process
Integration design
Which system is the source of truth, what syncs where, what triggers what. Agreed in a diagram before any code is written.
The process
Build
Website forms, booking systems and custom software connected to your CRM through native APIs, middleware such as Make or Zapier where it fits, and custom code where it does not.
The process
Custom development
Portals, quoting tools, dashboards and internal apps built to your workflow, on WordPress, Laravel or a modern JavaScript stack depending on the job.
The process
Test and migrate
Run alongside the old process, reconcile the data, then cut over. Historic records migrated cleanly with nothing lost.
The process
Handover and support
Documentation, training for your team and a support arrangement that suits, so the system keeps working as the business changes.
Goodquestions.
Which CRMs do you integrate with?
GoHighLevel, HubSpot, Salesforce, Microsoft Dynamics 365, Zoho, ActiveCampaign and Klaviyo are the platforms we work with most. If your CRM has an API we can connect it, and we have built for plenty of industry-specific systems as well.
Can you build custom software rather than just a website?
Yes. Client portals, booking and scheduling systems, quoting and configuration tools, dashboards and internal apps. We choose the stack for the job: WordPress for content-led builds, Laravel or a modern JavaScript framework for application work, Shopify for ecommerce.
Do you build custom WordPress sites or use templates?
Custom. Every WordPress site we build is designed and coded for the client, with custom post types, fields and integrations where the business needs them, and none of the template bloat that slows sites down.
How do you keep integrations working after launch?
Every integration we build includes error monitoring and alerts, and we offer ongoing support so if an API changes or a workflow fails, it is identified and fixed before it costs you a lead. Documentation is part of every handover.
How long does a CRM integration take?
A website to CRM connection with lead routing is typically live within two to four weeks. Custom software and multi-system integrations run from six to twelve weeks depending on scope. We scope fixed-price after a discovery session.
Does CLIK integrate websites with Salesforce?
Yes. CLIK connects websites and marketing systems to Salesforce for Perth businesses: lead capture flowing straight into Salesforce via web-to-lead or the API, field mapping and data hygiene set up properly, and automation built around your actual sales pipeline. Integrations are tested end to end and documented.
Does CLIK work with Microsoft Dynamics 365?
Yes. We integrate websites, forms and marketing with Microsoft Dynamics 365, feeding enquiries into your sales pipelines with clean field mapping and deduplication, and using Power Automate flows where they fit the process. The result is a Dynamics 365 record your team can trust and reporting leadership will read.
Does CLIK integrate HubSpot?
Yes. CLIK sets up HubSpot forms, tracking and lifecycle stages, builds the workflows and sequences, configures marketing attribution, and migrates data cleanly from spreadsheets or legacy CRMs. Website behaviour lands on the contact record, so sales conversations start with context.
When does a business need custom software instead of a CRM plugin?
When the workflow is the product: bookings, ordering, quoting, portals or internal tools that off-the-shelf platforms cannot model without the business bending around them. CLIK builds that software in-house in Perth, scoped in discovery and delivered at a fixed price, integrated with the CRM rather than replacing it.
Proven strategy. Considered design. Over a decade of results.
96%Client retention over three years
100%In-house, no offshore production
10+Years building for Perth business
Tell us whatyou're chasing.
A few details is all it takes. You will get real numbers on cost and timing from a specialist, within one business day.