CRM implementation.
One place where every enquiry is recorded and nothing is forgotten. We choose a system that suits your size, set it up around the way you already work, and train your people until they actually use it.
Rated 5.0 from 14 Google reviews. Read them.
How a CRM benefits your business.
No enquiry gets forgotten
We put every enquiry in one list with what happens next written against it, instead of spread across a phone, an inbox and a notebook.
You can see what is actually happening
We set it up so you can tell how many enquiries came in and what became of them, without asking anybody.
Your team actually uses it
We set it up around how you already work and train twice, because most systems like this are abandoned within a month.
Your enquiries are currently spread across four places.
A form on the website, WhatsApp, a phone that rings while you are driving, and email. Each one holds part of the picture and none of them holds all of it, so following up depends on remembering which app it came in on.
That works at ten enquiries a month. At forty it stops working, and the failures are invisible, because a forgotten enquiry does not complain. It just goes elsewhere.
A CRM is simply one list of everybody who wants something from you, with what happens next written down.
What implementation covers.
- The right CRM chosen, matched to your size and budget rather than oversold
- Set up around your process, configured to how you actually work
- Existing contacts imported, cleaned up and brought across
- Your website form wired in, so enquiries arrive automatically
- Training that sticks, so it is still used after the first fortnight
- You owning the account, the data and the export, from day one
Who it is for. Businesses managing enquiries across too many places.
Here is what happens.
Free 30-minute consultation
How enquiries reach you now and what keeps getting missed.
Choose the system
Matched to your size. Often the cheap or free tier is genuinely enough.
Configure it
Around your actual process, not a generic sales pipeline.
Import and connect
Existing contacts cleaned and brought in, website form wired up.
Train
Short, practical, and repeated once after you have used it a fortnight.
Why most CRM projects fail, and what that costs.
The software is usually the cheap part, sometimes free. Projects fail because the system was configured to a generic sales process nobody in the business recognises, so people keep using WhatsApp and the CRM quietly empties.
What you are paying for is configuration that matches how you actually work, and training that happens twice, because nobody remembers a demo they saw before they had a reason to care.
If systems discovery has not been done, do that first. Buying a CRM before mapping the process is the most common way to waste money at this stage.
- The biggest CRM on the market, sold on features
- A generic pipeline nobody in the business recognises
- Contacts imported messy, so nobody trusts the data
- One demo at handover, then silence
- A system matched to your size, sometimes the free tier
- Configured around the way you actually work
- Contacts cleaned before they are imported
- Training repeated after you have lived with it a fortnight
Real clients. Real names.
A Clutch-verified nonprofit build for a client in Toronto, a church site in New Delhi, and a 5.0 rating from 14 Google reviews you can read yourself.
What people ask.
CRM stands for customer relationship management, which is a complicated name for one simple thing: a single list of everybody who has asked you about something, with a note of what needs to happen next. It stops enquiries being forgotten as the business gets busier.
It depends on your size, budget and how you sell. I have no reseller arrangement with anybody, so the recommendation is not influenced by commission.
Yes. The account is in your name and your data can be exported at any time. Never accept a CRM you cannot export from.
That is the real risk and it is mostly a configuration and training problem. It is why training happens twice rather than once.
Usually yes, and it is cheaper than fixing a badly matched CRM later.
What goes with this.
Losing track of enquiries?
Book a free 30-minute consultation. I take on only three new projects a month, so every one gets proper attention.
Free 30 minutes. No sales pitch. No obligation.
