CRM
One place for your customers, deals and follow-ups. We set up or build a CRM around how your team actually sells, connect it to the tools you already use, and bring your existing records in.
When you need it
Leads go cold in someone's inbox
Every enquiry lands in one pipeline with an owner and a next step, and a reminder when it has waited too long.
Customer history leaves when a salesperson does
Calls, emails, quotes and orders kept against the customer, so whoever picks it up next sees the whole story.
Sales figures take a day to put together
Pipeline and forecast reports that update themselves, from the same records your team works in.
What we can do
- Setting up a ready-made CRM, or building one when nothing fits
- Pipelines and stages that match how your team sells
- Links to your email, phone, website and accounting
- Importing and cleaning your existing customer records
- Reports your team will actually read