CRM setup
Choose and configure the right workspace, access roles, fields and contact structure.
CRM & Sales Automation
Every opportunity deserves a next step.
Build a sales process that keeps customer context, ownership and follow-up together. We configure the CRM around the way your team actually sells.
Request a consultationA clearer path from enquiry to opportunity
When this is useful
Recognise the friction?
Businesses managing enquiries across inboxes, spreadsheets and disconnected sales tools.
01
Enquiries arrive, but ownership is unclear.
02
Follow-ups depend on individual memory.
03
Your pipeline says little about what happens next.
What we deliverA defined scope.
A defined scope.
A practical result.
Choose the capabilities your business needs. The proposal sets out the deliverables, inputs and ownership.
Pipeline design
Define stages, qualification rules and the next action expected at each step.
Data migration
Map, clean and import agreed records, with duplicate and field checks.
Follow-up workflows
Set up scoped assignment, reminders and sequences on supported channels.
Training & support
Document the process, walk the team through it and agree ongoing ownership.
Illustrative workflow
How the work comes together.
A practical example of the approach. The final workflow is defined around your business.
01
Capture
Bring a new enquiry into one agreed record.
02
Assign
Give it an owner and a clear qualification step.
03
Progress
Track follow-up and move it through defined stages.
04
Review
Use the pipeline to decide what needs attention.
Working togetherGood delivery starts
Good delivery starts
with shared context.
We define the scope, implement the agreed work and review it against clear acceptance criteria.
Explore our delivery approachWhat we’ll need from you
- Your current sales process and data sources
- Access to the selected CRM and communication tools
- A decision-maker for fields, stages and ownership
Scope & dependencies
CRM licences, messaging fees and third-party subscriptions are scoped separately. Migration depends on source quality. We agree supported integrations and workflow rules before implementation.
01Do we need to replace our current CRM?+
Not necessarily. We start by assessing your current setup and whether configuration can solve the problem.
02Can you migrate our spreadsheet data?+
We can scope an import after reviewing fields, duplicates, record volume and data quality.
03Is follow-up fully automatic?+
Only agreed actions should run automatically. Exceptions, approvals and human ownership are defined during scoping.
Let’s move forward
Let’s define the right scope.
Tell us what you need from crm & sales automation.