ComCreate / About System scope: web form → closed deal

One team builds the site and connects it to your CRM.

When someone fills out a form on your site or app, the form creates a CRM record that names the ad or page that brought them in. When that deal closes, your revenue report credits the same source. We build every step of that path in one project.

  1. 01 Web applications The pages and screens your customers use.
  2. 02 Automation Form data sent to your other tools, so nobody retypes it.
  3. 03 CRM infrastructure Lead records that keep the ad or page that produced them.
  4. 04 Growth operations Reports that show which campaigns produced closed deals.
01 Point of view

Leads lose their source between the form and the CRM.

A site can launch with every page finished while someone on your team still retypes each form submission into the CRM. Retyping drops the lead's source, so the monthly report counts visits but cannot say which ad produced a customer. The questions sales hears on every call never get answered on the site.

We fix those in the same project that builds the site. We specify the form fields, the CRM field map, the tracking tags, and the report together, because renaming one form field can break the CRM mapping and leave a report column empty.

02 Before implementation

You review four documents before we write any code.

Each one records a decision that costs more to change once code exists: the architecture, the dependencies, how we validate the work, and who owns what after launch.

01

Architecture

Before implementation, we map the pages and screens, workflows, data movement, and existing systems the build has to leave running.

Output / System map + build plan
02

Dependencies

We name the CRM, CMS, analytics, APIs, vendors, access requirements, and internal decisions that can change the build.

Output / Dependency register + decision owners
03

Validation

We agree on how the work will be reviewed: acceptance criteria, preview environments, instrumentation, and the checks required before launch.

Output / Validation plan + launch conditions
04

Ownership

We record where the production code, infrastructure, accounts, data, documentation, and operating responsibility live after launch.

Output / Ownership map + operating notes
03 Delivery loop

Each step ends with a document or a preview you can check.

Small projects move through the five steps once. Larger ones repeat Build and Validate until the checks in the validation plan pass. Either way, we do not launch until the ownership map is complete.

  1. 01

    Frame

    Clarify the goal, current system, constraints, and decision that started the work.

  2. 02

    Architect

    Map the existing systems and data flow, then write the dependency register and validation plan.

  3. 03

    Build

    Code the site or app, then connect its forms and events to your CRM and analytics.

  4. 04

    Validate

    Test the workflow, measurement, failure paths, and launch conditions.

  5. 05

    Transfer

    Launch, then hand over access and operating notes for everything in the ownership map.

04 After launch

Every repository and login gets a named owner.

Before launch, the ownership map names who holds each repository, hosting account, CRM admin login, analytics property, and runbook. It also names who makes the decisions that come up every month, like adding a form field or changing who receives new leads.

  • CodeRepositories, deployment path, and release notes
  • SystemsAccounts, integrations, data movement, and access
  • OperationsRunbooks, measurement, and decisions that recur

Field record / 05

Six client projects that went through the same five steps.

Have a system problem?

Send us the site and the tools it connects to.

Tell us the goal and which step your team still does by hand.

Talk to the team