CRM systems
I set up an existing CRM or build one with the stages, reminders and fields your sales actually use, so every lead, customer and follow-up lives in one place instead of Excel and WhatsApp. Leads from your website, forms and WhatsApp arrive on their own, and reminders tell you who to call back. Before any work starts, you get the price and the dates in writing.
What you get
- Advice on whether an existing CRM fits or a custom one is worth it
- Your current spreadsheet moved in and cleaned up
- Leads from the website, forms and WhatsApp added automatically
- Pipeline stages, reminders and tasks that match how you sell
- Simple reports: where leads come from and what closes
- Training for the people who will use it
Who it is for
Small businesses that track customers in Excel, in a notebook or in WhatsApp chats, and lose leads because nobody remembered to call back.
Existing or custom?
Many businesses do well with an existing CRM, set up properly and connected to their site and WhatsApp. A custom CRM is worth it when your process is unusual or the subscription costs add up. I’ll tell you which on the discovery call.
How it works
Every project follows the same six steps, from the first call to handover. Your data is moved in and tested with your team, and the people who will use it get a short training.