Service 08
A CRM that chases the money, not one that stores names.
Every lead in one place, every next step on a timer.
- Typical scope
- One pipeline, every lead source connected
- Built in
- Your CRM, or one we set up in your name
- Follow-up
- Automatic, stops when they reply
What you get.
Every source connected
A pipeline that matches how you sell
Next steps on a timer
Follow-up that runs itself
A view of where it leaks
Handed over with training
How it gets built.
- 01
Map where leads come from
- 02
Design the pipeline
- 03
Connect and migrate
- 04
Automate the chasing
- 05
Hand over
What is included.
A CRM only works if people use it. We keep the setup as small as your team will actually keep up with, and we will tell you if the problem is upstream, like calls not being answered at all, before selling you a pipeline.
- CRM chosen with you, or your existing one cleaned up
- Every lead source connected to one pipeline
- Stages, owners and due dates set up
- Automatic follow-up that stops on reply
- Alerts when a lead sits too long
- Existing contacts cleaned and imported
Questions about leads lost in the crm.
The one that fits how you work. If you already have one we start there; if you do not, we recommend one and set it up in your name.
No. They are cleaned, deduplicated and brought across before anything is switched off.
That is the design brief. Fewer fields, fewer stages, and the system does the reminding so people do not have to remember.
Want this scoped for your business?
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