Business Software
CRM
Customer relationship management set up around your sales process.
Overview
When sales run through spreadsheets, email threads and memory, leads get missed and nobody has a clear picture of what is in the pipeline. A CRM keeps every contact, conversation and deal in one place your whole team can see.
We set up the CRM around how your team actually sells, bring in your existing contacts and deal history, and add reminders so follow-ups happen on time. You get reports that show which deals are moving and which are stuck.
What's included
- Pipeline stages and contact fields matched to how your team sells
- Follow-up reminders and basic automation so leads don't slip through
- Import of your existing contacts and deal history
- Reports on which deals are moving, not vanity dashboards
- One shared view of each customer's history for your team
Who it's for
For sales teams currently running their pipeline out of spreadsheets, email threads or memory. It suits growing businesses where more than one person handles leads and follow-ups keep slipping.
How we deliver it
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Step 1
Discover
We scope the actual problem, constraints and budget before proposing anything.
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Step 2
Design
You sign off the design before a line of code is written or a cable is run.
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Step 3
Build
Delivered in working stages you can see and test, not one big release at the end.
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Step 4
Support & grow
We maintain what we built and, where it fits, run the SEO or ads that keep it earning.
Common questions
Yes. We import your existing contacts and deal history, so your team doesn't start from scratch. Send us your current spreadsheets or exports and we check them before import.
Yes. We set up the pipeline and contact structure around your team's actual sales process rather than a generic template.
Your current contact lists, a description of your sales steps from first enquiry to closed deal, and the names of the people who will use it.