CRM Systems
A shared system to track leads, customers, follow-ups and sales activity.
We set up or build a CRM so every enquiry, quotation and customer conversation is recorded in one place. It helps sales and support teams follow up on time and gives management a clear view of the pipeline.
What we do
- Sales and customer process mapping
- Pipeline stages, fields and forms configured
- Import of existing contacts
- Email, SMS or WhatsApp links where supported
- Dashboards and follow-up reminders
- User training and handover
What we need from you to quote
- Number of sales and support users
- Where customer data currently lives
- Your sales stages from enquiry to payment
- Channels customers use to contact you
- Reports management wants to see
- Other systems to connect, such as accounting or your website