Case Study / CRM · Connected integrations

NSM Customer Relationship Management App

A CRM integration workspace designed to connect website enquiries, customer records, and NSM’s wider operational systems.

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Development project

The focus

Organising customer information and integration activity while preserving the boundaries between CRM, project operations, and the client portal.

The project scope

  • Connected-app registry and activity logs
  • WordPress Elementor form intake and field mapping
  • Contact deduplication and company matching
  • Integration notifications and review workflows

The application

The integration brief defines a route from website enquiries to CRM contact activity, with connection health and review states. Individual integrations require configuration and verification before use.

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