CRM and site-visit tracking: what each system does

What is the role of the CRM?

The CRM is a shared record of incoming enquiries and the work done to follow them up. It can connect a lead source with conversations, meetings and the eventual outcome.

A useful setup reflects the team’s workflow. Define the fields people need, the stages they will use and who is responsible for keeping the next action up to date.

What does Foot Fall add?

Foot Fall focuses on visits to a project. It helps record visitor interests, the broker involved and the history that matters when someone returns. A returning visitor may arrive with the original broker, another broker or directly.

Keeping that history connected gives the site team more context for the next conversation. Broker workspaces and performance views can support the agreed operating process.

Plan the handover between marketing and the site

Start with the minimum information that each team needs to do its job. Record the original source without forcing visitors to repeat their story at every step.

• Define how an enquiry and a visit will be connected.
• Agree who can see or update each part of the record.
• Decide how duplicate and returning visitor records are reviewed.
• Document the deployment’s data handling and retention requirements.
• Train the team on the workflow before assessing adoption.

Scope integrations around the actual workflow

Our pitch describes CRM inputs such as Meta, Google and IVR, alongside visit intelligence and broker context. The exact integrations and operating requirements are agreed for each deployment.

Any visitor recognition feature needs its own consent and deployment requirements. Begin with the operating need and the information the team requires, then choose the appropriate features.