Services / CRM implementation
CRM implementation
When leads live in inboxes, spreadsheets and people’s heads, follow-ups get missed. We help you choose, set up or clean up a CRM so every lead and customer is in one place, with a clear pipeline, automatic follow-ups and reports you actually use.
Example
Sales pipeline
New2
Website enquiry
Reply today
Phone call
Missing email
Qualified2
Referral
Call booked
Website enquiry
Needs quote
Quote sent1
Email enquiry
Follow up Fri
Won1
Repeat customer
Invoice sent
What’s included
- Choosing the right CRM for your size and budget, or fixing the one you have
- Importing and cleaning your existing contacts
- Pipelines and stages that match how you really sell
- Connections to your website forms, email and calendar
- Simple dashboards and training for your team
Examples
- Website, email and phone leads in one pipeline, none forgotten
- Automatic follow-up reminders after a quote is sent
- A monthly view of where your customers come from
Not sure where to start?
Tell us about your business and we’ll tell you what we’d do first.