CRM and sales systems
Leads leak between the first call and the signed contract because nobody owns the follow-up. We design the sales process first, then configure the CRM around it, automate the nurturing, and give the owner a pipeline view that predicts next quarter.
What you leave with
Every lead has a stage, an owner and a next action. Follow-up runs on time without anyone remembering. Forecasts you can plan around.
Who it is for
- Companies with inbound demand and inconsistent close rates
- Teams on spreadsheets or a CRM nobody updates
- Owners who cannot see the pipeline without asking
What we deliver
- Sales process design: stages, qualification, hand-offs
- CRM selection and configuration (HubSpot, Zoho, Salesforce or custom)
- Lead routing, nurturing sequences and reminders
- Quote, proposal and e-signature integration
- Pipeline and forecast dashboards
- Team training and a 30-day adoption plan
How it runs
1Requirements
How a lead actually becomes a customer today, and where it stalls.
2Design
The stages and rules before any software is touched.
3Build
Configuration, integrations, data migration.
4Adopt
Training, a usage scorecard, and adjustments in the first month.
Engagement and fees
Fixed-fee implementation, typically four to eight weeks, with optional monthly optimisation. Every engagement is scoped after a call and quoted in writing.
Industries where we run this most
Questions about this service
Will my team actually use it?
Adoption is designed in: the CRM has to be easier than the spreadsheet it replaces, managers review it in the weekly meeting, and we measure usage for the first 30 days.
Start with a 30-minute strategy call.
Tell us where the business is and where it should be in 12 months. You leave with two or three specific moves, whether or not we work together.