CRM Setup & Customer Management
One place for customers, conversations and follow-ups.
We need a better way to manage customers and enquiries.
Bring your leads, customers and conversations together in one organised system, so you can keep track of opportunities and stay on top of follow-ups.
What we set up
- CRM setup and contact management
- Sales pipelines and opportunity tracking
- Centralised customer conversations
What you leave with
- A contact record for each lead and customer
- Pipeline stages named for the way you actually sell
- Conversations kept with the person they belong to
How this starts
- 01
See where details live now
Inboxes, spreadsheets and notebooks, so nothing important is left behind.
- 02
Set up the working view
Contacts, stages and the conversation channels you will use.
- 03
Walk through a real enquiry
From the first message to the next step, in the system itself.
You can see who needs a reply, and what should happen next.
