Website-connected CRM
We align enquiry capture, sales stages, contact history and follow-up reminders with the way your team works.
Every enquiry should have an owner and a next step.
Lost leads, inconsistent follow-up and missing customer histories or sales reports.
Discuss this service ↗Businesses handling leads, bookings, sales or enquiries that need follow-up.
The approach and scope are designed around your brand’s situation.
From a conversation
to a clear deliverable.
Lead capture, follow-up stages, reminders, history, forms, dashboards and reports.
Follow-up rate, lead conversion, response time and data completeness.
How this service is delivered
- 01
Discovery & definition
Defined sales stages, users, permissions and an implementation owner.
- 02
Design & execution
We agree on the proposal, deliverables and timeline, then move into delivery with a designated point of contact.
- 03
Delivery & evaluation
We review the deliverables against the agreed scope and decide on the next steps together.
Important questions.
Clear answers.
How are the timeline and cost determined?
Once we understand your needs, the level of detail, the number of deliverables and the required timeline, we prepare a tailored proposal.
Can we book just this service?
Yes. We can scope a standalone project around this need or bring complementary expertise together in a coordinated programme.
Let’s talk about this project’s goal.
Tell us about your goals and where you are today. Let’s discuss the next step.