A specialist B2B services firm needed a website that worked as hard as its team, and that could be trusted with its data. We delivered the project white-label for a partner agency. It was a technically demanding brief:
Our team reviewed the existing website and the CRM’s API before writing a line of code. We agreed a data schedule with the CRM supplier and designed a caching architecture so visitors only ever read from the website, never directly from the CRM. That keeps the site fast, protects the client’s CRM and stays within the supplier’s rules.
Our designers created a bespoke interface in the firm’s brand, from the interactive map search to detailed record pages, shortlists and enquiry flows. Every screen was refined over five rounds of client feedback, and we reworked long service content on mobile with a tidy “Read more” pattern, so the site reads as well on a phone as it does on a desktop.
We engineered a bespoke WordPress plugin that syncs records, images, documents and statuses within 30 minutes in working hours, with a full refresh overnight. It handles the hard edge cases: cached authentication, atomic locking so overlapping syncs can never create duplicates, and agreed data conventions where the CRM’s API had no field for the information the website needed.
Every enquiry is saved on the website, emailed to the office with Reply-To set to the enquirer, and created in the CRM as a new contact and a pending enquiry linked to the right record. Staff review and approve each one, so nothing reaches the CRM unchecked.
We merged the CRM’s history with the client’s historic spreadsheet using de-duplication rules and automatic image matching. Headline figures are calculated live from a small data file that is always fetched fresh, so they stay accurate even on cached pages, and case studies appear on the right service page when staff tick a category in the CRM.
A clean build with nothing carried over from the old site, hosted on a UK server behind Cloudflare with SSL and a challenge on the login page. XML-RPC is disabled, user lists are hidden, login attempts are limited and file editing in the dashboard is switched off. Updates are tested on a development site first, and a backup is taken before every live change. Email goes through an authenticated relay on a verified sending domain.
Analytics only loads after a visitor gives consent. Email alerts use double opt-in with one-click unsubscribe, every form links to the privacy policy, and client staff get an Editor login with no access to settings or plugins, so the site can’t be weakened by accident.
Our developers use AI coding tools to speed up building and testing, but the architecture, design, security and data decisions are made by our team, and every change is tested on a development site before it goes live. The finished website runs no AI: it is fast, standard WordPress code that the client owns.
Integrating a website with a live business system is where projects usually go wrong: API limits get breached, duplicate records creep in, data goes stale, security is an afterthought and years of search visibility are lost at launch. This project avoided every one of those pitfalls because each was planned for from the start. The firm now has a website that reflects the scale of its work, plugs straight into the way its team already operates, and can be trusted with its clients’ data.
Find out more about our custom WordPress applications service.
From kick-off to a live, fully integrated website in six weeks, through discovery, bespoke design, engineering, data migration, security hardening and five rounds of client refinement.
Our data migration increased the number of completed projects on show by 76%, giving prospective clients a true picture of the firm’s experience.
No more enquiries sitting in an inbox: every website lead is stored safely, emailed to the team and waiting in the CRM for approval, linked to the record it relates to.
An automated check of every page from the old sitemap, run before and after launch, confirmed each one loads or redirects to its new equivalent with no broken links. The domain switched over with only minutes of downtime.
The catalogue, headline numbers and case studies all update from the CRM, so the team never needs to edit the website to keep it current. A nine-page illustrated user guide covers everything they do need.
Projects like this are won or lost in the detail: agreeing API limits with the CRM supplier, protecting data integrity, preserving every URL and designing an experience the client is proud of. AI tools help us move faster, but it's experience that decides what gets built, how it's designed and how it's secured.
A bespoke, CRM-integrated website, designed and engineered by our team and launched in six weeks: changes live within 30 minutes of a CRM update, every enquiry captured and approved in the CRM, a 76% fuller track record, security hardened, UK GDPR compliant, and a clean domain switch with no broken links.
Talk to Fertile.Digital about a bespoke, secure, UK GDPR compliant build, designed and engineered by our team.
Stop losing hours to manual reporting, follow-ups and compliance checks. Our custom AI agents, dashboards and automation integrate with the systems you already run, so the wins keep stacking after the case study ends.