Every customer and enquiry, in one place.
We set up and connect a CRM around how your team sells and serves customers, so nothing is missed and everyone works from the same information.
Who you'll work with Strategists, developers and a project lead.
Who it helps
Sales teams
tracking deals across several inboxes.
Service businesses
that need to follow up every enquiry.
Managers
who need a clear view of the pipeline.
What's included
Setup
- CRM selection and configuration
- Pipelines and stages
- Custom fields
Connections
- Website form capture
- Email integration
- Data synchronisation
Automation
- Task reminders
- Follow-up workflows
- Notifications
Adoption
- Data import
- Team training
- Documentation
Tools: HubSpot, Zapier and direct API connections.
How the work runs
Timelines and support terms are agreed per project, based on scope.
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01
Understand
Our team reviews your goals, users and current tools.
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02
Define
You receive a written scope and estimate.
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03
Design and build
Reviewed in stages, with a staging version.
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04
Launch and improve
Testing, handover and options for ongoing support.
Ready to organise your customers and enquiries?
Describe what you need in a few sentences. We'll reply to arrange a conversation, then propose a scope.