Service

CRM & Sales Systems

Give every enquiry an owner, track sales conversations and keep follow-ups in one place.

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Problem

Leads need a clear next step.

Leads can arrive through forms, advertising and messages without a clear owner. A CRM only helps when the pipeline reflects the work your sales team actually does.

Our approach

Build the pipeline around your sales team.

We map enquiry sources, sales stages and handoff rules, then configure the CRM and available integrations. Data migration, training and access permissions are scoped around your existing setup.

What we deliver

A CRM your team can use every day.

  • CRM setup and configuration
  • Lead routing and sales pipelines
  • Follow-up reminders and automation
  • CRM integrations and ongoing management

What we agree upfront

CRM subscriptions, bulk messaging charges and new custom modules are separately scoped.

Process

A practical route from brief to delivery.

Map enquiries and ownership; configure stages and fields; connect supported lead sources; test routing and duplicates; train the team on the agreed daily workflow.

What we need from you

  • Current lead sources and sales stages
  • CRM access, licences and existing data format
  • Lead ownership and follow-up rules
CONNECTED TO OUR WORK

Client work.
Long-term support.

We build and support websites, marketing, CRM and technical operations for businesses across different industries.

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FAQ

Common questions

Can you work with our existing CRM?

We first review its available features, licensing and APIs. Where suitable, we configure and integrate the existing system rather than assuming that it needs replacement.

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Need crm & sales systems?

Tell us what you want to achieve, what is already in place and where you need support.

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