Unleash the full power of your CRM and mar-tech

Our robust integrations connect the data you have sitting in different platforms, empowering your CRM as your single source of truth. So, you can create and grow your client relationships with enhanced personalization and deeper analytics, while gaining more time to spend on high value work.

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Deep integrations with your CRM and mar-tech

Customer Relationship Management systems

Create a unified platform without limits. Seamlessly combine your CRM and marketing data for enhanced personalization, deeper analytics, and more powerful automations.

Learn more about Concep and Microsoft Dynamics 365

Learn more about Concep and InterAction

Event platforms

Push event registrations from your website into your CRM and webinar platform, removing the need to manually manage lists, RSVPs, and email reminders.

If you’re running a paid event, you can collect payment via our forms using Stripe.

Website and content platforms

Concep integrates with platforms including WordPress, Passle, LexBlog, and more, to capture form completions, automatically distribute content to your contacts, and track their journies from emails across your website.

Key features

Data sync

Manage your contacts and lists in one place and we’ll automatically sync them between Concep and your CRM.

Campaign sync

Seamlessly segment, target, and personalize your emails using any data that sits in your CRM. Then track engagement, such as views, clicks, and unsubscribes in your CRM, or in Concep if you prefer.

Form sync

Whether you’re collecting newsletter subscriptions and event registrations, or you’re converting web visitors into leads, we sync all responses back into CRM, ensuring all your contact data is up to date and housed in one place.

Flexible user management

Whether your fee earners have the freedom to send emails and event invitations themselves, or all your marcomms are managed by a central team, Concep can be configured to suit your needs.

Powerful reporting

Gain actionable insights to help drive your business development with custom reports, dashboards, and PowerBI templates, which seamlessly combine both CRM and Concep data.

Automated workflows

Build automated workflows to replace time-consuming tasks. From data compliance workflows to gather new contacts’ consent, to drip campaigns for your next event, to distribution of content to relevant audiences, you can automate repetitive manual tasks and spend more time on higher value work instead.

Preference management

Give contacts full control of their data in your CRM. Boost engagement, reduce unsubscribes, and keep contact information up to date – all without lifting a finger.

Hear what our customers say ...

"Concep's relationship marketing solution is excellent. The integration with Microsoft Dynamics CRM is well thought out for a law firm needing to manage its external communications. Concep have utilised the dynamics platform really well. They have built very useful dashboards for event management and campaign tracking. This drastically reduces the amount of time spent on basic administration."

Foley & Lardner LLP

"Concep provided us with a faster, easier to use, and more cost-effective solution. We had to rely on stand-alone systems and the manual work that comes with that. We were looking for something that could tie into our other systems so that all our information could be centralized - something that would cut down our manual labour and would work in the digital age."

Davis Wright Tremaine

"By partnering with Concep, we effectively leverage our thought- leadership position, target content more accurately, and allow our clients better access to our extensive research and resources."

Cushman & Wakefield

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Resources

Additional Resources

Blog

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