CRM and business systems
Every customer and enquiry in one place, keeping itself up to date.
For teams whose customer details live in inboxes, spreadsheets and memory.
What you get
- The right CRM set up properly, or one built for you
- A sales pipeline that matches how you sell
- Records created from forms, bookings, calls and email
- Old spreadsheets moved across and cleaned
- Connections to the tools you already pay for
Done before
- Enquiry pipelines for trades businesses that log, notify and follow up on their own
- Admin systems that keep customers, bookings and changes in one place
- Candidate and client research databases for recruitment
Questions
- Should we use an existing CRM or have one built?
- Most businesses should use an existing CRM, set up properly. We build one when your process is unusual or the subscriptions no longer make sense.
- Can you move our data across?
- Yes. We import, clean and de-duplicate it, and check it with you before anything switches over.
Often paired with
Tell us what is slowing you down.
A few lines is enough. You will get a straight answer on what we would build.