Layer 3 · Follow-up
CRM management
A CRM is the system that keeps every customer and enquiry in one place. We set yours up, keep it clean and make it do the follow-up for you.
What's included
No lead left behind.
Setup or clean-up
A new CRM set up from scratch, or your current one sorted out.
- Contacts imported and de-duplicated
- Fields and tags that match how you sell
- Your team's logins and permissions
Lead capture
Every enquiry lands in one place, wherever it came from.
- Website forms
- Ad lead forms
- Social media messages
Automatic follow-up
Messages that go out on time, even on your busiest days.
- Welcome emails and texts
- Reminders for your team
- Win-back messages for quiet customers
Pipeline and reporting
See every deal and where it's stuck, at a glance.
- A sales pipeline with clear stages
- Lead source tracking
- A plain monthly report
Where it fits
Where the money from your ads is made.
Ads and videos bring people in. The CRM makes sure each one hears back from you, which is where most of the sales are won.
Questions
About CRMs.
I already have a CRM. Can you work with it?
Yes. We'll work inside the one you have. If it's holding you back, we'll explain why and what moving would involve, and you decide.
I don't have a CRM. Which one should I get?
We'll recommend one that suits the size of your business and your budget, then set it up for you. The account stays in your name.
Will my team need training?
We'll show your team how to use it and leave short written guides for the jobs they do most.
Stop losing leads.
Answer a few questions and we'll send a plan and a quote.