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Analytics and CRM

Know where every lead came from
and what happened next.

We set up Google Analytics 4, conversion tracking and a CRM that your website, ads and WhatsApp all feed into. Then we report on the one number that matters to you, in plain language.

What analytics and CRM setup means.

Analytics and CRM setup connects your marketing to your sales. Analytics records where each visitor came from and what they did on your website. A CRM (customer relationship management system) keeps every lead in one place, with its source, its stage and the next follow-up. Together they show which ads bring customers, not only clicks.

It is the part that ties the rest together: the website where enquiries arrive, the ads that bring them and the WhatsApp follow-up that answers them.

The problem we fix.

Most businesses we meet run ads, get enquiries and still can’t answer one question: which campaign brought the customers who paid?

Leads sit in email inboxes, WhatsApp chats and spreadsheets. Nobody can see which ones were followed up, and the ad platforms never learn which leads turned into sales.

What’s included

Four parts, set up to work together.

01 · Tracking

Conversion tracking set up properly

Google Analytics 4, the Google tag, Meta Pixel and Conversions API, and Search Console. Form submissions, calls and WhatsApp clicks are recorded as conversions.

02 · CRM

CRM setup and migration

We set up Zoho Bigin or Kommo, or work with the CRM you already use. Old leads are imported and the pipeline stages match how your team sells.

03 · Connections

Every source feeds the CRM

Website forms, Meta lead forms, Google Ads and WhatsApp send leads straight to the CRM, with the source attached and a follow-up task for your team.

04 · Reporting

Reports in plain language

Lead-source reports and dashboards that show spend, leads, cost per lead and what happened to each lead. Monthly on Growth, a live dashboard on Scale.

One lead, start to finish

Every step is recorded.

You see the ad that brought the lead, the reply it got and the stage it reached in your sales process.

Lead journey

Tracked
Source
Meta adFormWhatsApp reply
CRM stageSite visit booked

How we work.

  1. Audit what you haveWe check your analytics, ad tracking, forms and CRM, and list what is missing or recording the wrong thing.
  2. Fix and set up trackingAnalytics, tags and conversion events go live and are tested before any report depends on them.
  3. Set up the CRM and connect every sourceForms, lead ads and WhatsApp feed the CRM, and your team gets a task for each new lead.
  4. Send results back to the ad platformsWhen a lead moves to a sales stage, that stage is sent back to Meta, so campaigns learn from real customers, not only form fills.
  5. Report every monthOne plain-language report on the number that matters, what it cost and what we are changing next.

We run this on our own site.

Every enquiry from krinfy.com goes straight into Zoho Bigin as a contact and a deal, with its source and a call task for the same day. Leads from our Facebook and Instagram lead forms arrive the same way. When a deal moves to a new stage, that stage is sent back to Meta automatically.

It is the same setup we build for clients. For results on client projects, see how AMGOC tracked leads to site visits and the reports behind our numbers.

Where it fits in our plans.

Growth includes conversion tracking for your ad platform, and leads sent to email plus a Google Sheet or CRM.

Scale adds WhatsApp and CRM follow-up flows and a live dashboard: spend, leads and cost per lead, updated daily.

Need tracking or a CRM on its own? We take it on as a standalone project, with the scope and price confirmed in writing before work starts.

Questions about
analytics and CRM.

What is the difference between analytics and a CRM?

Analytics tells you what visitors did on your website and where they came from. A CRM keeps a record of each lead after they get in touch: who they are, where they came from, what was said and what stage they have reached. You need both to connect ad spend to sales.

Which CRM do you use?

We mostly set up Zoho Bigin and Kommo, and pick the one that fits your team, your channels and your budget. If you already use a CRM, we connect your website, ads and WhatsApp to it instead of moving you.

Can you move our existing leads into the new CRM?

Yes. We import leads from spreadsheets or your old system, clean up duplicates and map them to the new pipeline stages, so your team starts with one complete list.

Who owns the accounts and the data?

You do. Your analytics, ad accounts and CRM are set up in your name, and we work in them with access you can remove at any time.

Find out what your tracking
is missing.

Tell us what you track today and where the numbers stop adding up. We reply on WhatsApp or email, usually within a few working hours. No pitch, no pressure.

Get your growth plan

You’ll speak with Amol, your Digital Growth Partner.

We’ll reply here, usually within a few working hours.
For your written plan, if you prefer email.
The number that matters most

Free, no obligation. We use your details only to reply about your plan. See our privacy policy.