CRM & Lead Management
Every enquiry lands in one place with an owner
One record per customer, whatever channel they arrived through, with a clear next action and nothing depending on somebody's inbox.
What this covers
- Platform selection for your size and budget
- Pipeline and stage design
- Lead capture from every channel
- Data migration from spreadsheets
- Notification and assignment rules
- Team training
What it does not
- Enterprise CRM implementations
- Per-seat licence costs
Stated plainly so there is nothing to argue about later. Anything here can be scoped separately — it just is not assumed.
How it starts
Nothing gets built before we know what is already there.
- Audit We look at what exists, what is broken and what you are already paying for.
- Recommendation What to do, in what order, and what to leave alone for now.
- Scope and agree Written scope with the inclusions and exclusions above, before any work begins.
- Build and hand over You own the accounts, the domain and the assets throughout. Always.
Also in Operations & Automation
- Booking, Forms & IntakePeople can book or enquire without a phone call
- Workflow AutomationRoutine work happens without anyone doing it
- Customer Onboarding & Support DeskCustomer requests stop getting lost
- Integrations & APIsYour systems stop being islands
- Dashboards & Operations ReportingYou can see the business without asking anyone