CRM Setup and Customisation
We set up your CRM so customer records and sales stages stay neatly organised.
Customer notes and phone numbers are scattered in notebooks, chats, and messy sheets.
- We map the sales steps and fields your business needs.
- We set up contact views and deal stages in your CRM.
- We import your existing contact records cleanly into the system.
Your team opens one screen to see every deal, phone number, and recent note.
Keeps all customer records in one shared place so your team stays aligned.
Depends on: your chosen CRM like HubSpot or Zoho. Platform subscription fees are agreed in the written proposal.
Lead Capture, Qualification and Assignment
We log new leads, check who is ready to buy, and alert your team.
Enquiries sit in an unread inbox for hours before anyone notices them.
- A new enquiry arrives from your website or lead form.
- The system logs the contact and checks what they need.
- It sends an alert to the right salesperson.
A buyer fills a form. The system assigns them to your sales rep with an alert.
Speeds up reply times so your team talks to buyers while interest is high.
Depends on: forms, lead channels, and CRM connections. Third-party tool fees are agreed in the written proposal.
Sales Pipeline Automation and Stage Tracking
We set up automations that update deal stages and task reminders as deals move forward.
Sales reps forget to update deal stages, leaving owners without a clear sales view.
- We create clear stages from first contact to sale.
- Deals move forward when meetings are booked or quotes are sent.
- The system creates reminders for deals that need follow-up.
When a client books a call, their card moves to Meeting Booked on your board.
Gives your sales team a clear daily list and shows owners deal progress.
Depends on: CRM features and rules set for your team. Software costs are agreed in the written proposal.
Automated Follow-ups and Lead Nurturing
We set up timed follow-up messages by email to stay in touch with buyers.
Staff forget to follow up after sending quotes, so interested buyers look elsewhere.
- A buyer receives a proposal or service quote.
- The system schedules gentle follow-up reminders.
- Automations stop as soon as the buyer replies or books a call.
Three days after a quote is sent, an email asks if the buyer has questions.
Helps keep deals moving without staff having to remember every follow-up by hand.
Depends on: setup, buyer consent, and messaging rules. Email or messaging fees are agreed in the written proposal.
Appointment and Meeting Booking Integration
We connect booking tools to your CRM so meetings update client timelines automatically.
Staff forget to log booked calls in the CRM, creating blind spots in deal records.
- A buyer picks an open time on your booking link.
- The booking tool puts the meeting on both calendars.
- The CRM updates the client record with meeting details.
A client books a call online, and the meeting appears inside their CRM record.
Removes manual entry and keeps all meeting notes inside your sales list.
Depends on: connected calendar tools like Google Calendar. Third-party software fees are agreed in the written proposal.
Lost-Lead Reactivation and CRM AI Integration
We set up steps to review quiet leads and send permitted check-in messages.
Old leads sit untouched in your CRM even though they once wanted to buy.
- The CRM finds older leads that did not turn into sales.
- AI tools help draft simple follow-up notes for past leads.
- Your team checks and approves any message before it goes out.
Your team reviews older leads, approves a polite check-in, and reconnects with past buyers.
Helps find new sales from existing records with human review on every note.
Depends on: buyer consent, CRM features, and setup. AI model and platform costs are agreed in the written proposal.
