One CRM for every lead across three WordPress sites
4 weeksFrom brief to launch
985Unique leads brought together in one CRM
3WordPress sites synced automatically
6Data sources, from form plugins to LMS records
Overview
FinCrimeExpert runs three WordPress sites: its main portal, the fincrime.expert learning platform and a jobs portal. Leads, learners, certificates and job applications were scattered across different form plugins and databases, so the team had no single view of who was engaging with them.
What we did
Built a custom CRM panel that brings leads from the Main Portal, the LMS and the Jobs Portal into one de-duplicated list
Set up scheduled sync jobs that pull from Forminator, MetForm, Contact Form 7, LearnPress, enterprise learner records and certificates
Designed a dashboard with headline numbers, a 30-day new-leads chart and a leads-by-source breakdown
Added lead lists for every form, staff accounts, an activity log and a Sync Health page that shows the status of each sync job
Results
The team now sees nearly 1,000 unique leads from all three sites in one place, can follow up from a single list, and can check at a glance that every sync is healthy.
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