CRM Software
Sales and service teams that track leads and customers in spreadsheets, chats and notebooks and want one reliable place for the whole relationship.
Good fit if
- Leads arrive from several places (ads, referrals, website, calls) and some get missed
- Follow-ups depend on someone remembering to check a sheet
- You want to see who owns each lead, what was said and what happens next
The problem
When leads live in spreadsheets and chat threads, follow-ups slip, nobody knows who owns what, and you cannot see which sources actually turn into customers.
How we solve it
We build a CRM around your real sales stages, with one record per lead or customer, clear ownership, automatic reminders and the reports you actually use, instead of forcing your process into a generic tool.
What we deliver
- Lead and contact management
- Pipeline stages and status tracking
- Follow-up scheduling and reminders
- Notes, history and documents per customer
- Team roles, assignment and permissions
- Dashboards and reports
Integrations and capabilities
- Import from Excel and Google Sheets
- Website enquiry forms feeding straight into the CRM
- Email and WhatsApp notifications
- Role-based access for managers and sales staff
How we deliver
01
Map your sales process
We write down how a lead moves from first contact to won or lost, and who does what at each stage.
02
Design the pipeline and records
We agree the fields, stages, roles and reports so the CRM matches the way your team talks about customers.
03
Build and import
We build the CRM, bring in your existing contacts from spreadsheets and connect your lead sources.
04
Train, launch and refine
We launch with your team, watch how it is used and adjust stages, reminders and reports.
What affects scope and price
- Number of user roles and permission rules
- Lead sources and tools to connect
- Amount and quality of existing data to import
- Reporting and dashboard needs
- Notifications through email or WhatsApp
- Timeline and support after launch
We quote each project from a written scope, with milestones and acceptance criteria. Hosting, third-party subscriptions and major later enhancements are priced separately, so you can see what each part costs. Tell us what you need and we will send a clear proposal.
Ready to scope your project?
Tell us what you need and your timeline. We will reply with questions and a proposed approach.