CRM setup
Every lead in one place, with a reminder when it is time to follow up.
An enquiry arrives
From your form, a call or a message.
It is saved with the details
Name, contact, what they asked for and when.
You see where it stands
New, replied, quoted, booked or lost.
A reminder is set
When a follow-up is due, you are told.
The job is closed off
Won or lost, with a note on why.
What it is, in plain words
A CRM is a customer record: one list of everyone who has asked about your work, and what is happening with each of them.
For a small business it does not need to be a big piece of software. It can be a simple shared list or a small database, set up around the tools you already use, such as your email, your diary and your phone.
The point is that a lead is never only in someone's head. Everything is in one place, and a reminder tells you when someone needs a nudge.
New
- Boiler service enquiry
- Quote request from the website
Replied
- Waiting on a reply to our text
Quote sent
- Follow up due Tuesday
Booked
- Visit confirmed
An example layout only. The stages are set up to match how you win work.
What we do
We fit the CRM to the way you already work, not the other way round.
Look at the tools you already use
Your email, spreadsheets, diary and accounts. We choose the simplest set-up that fits.
Set up stages that match your work
The steps a lead goes through for you, from first contact to booked or lost.
Connect your enquiries
Your website form, calls and messages land in the list by themselves.
Add follow-up reminders
When a quote has gone quiet or a lead needs a call back, you are told.
Bring your existing contacts in
We tidy and import what you have so you do not start from empty.
Show you how to use it
A short session and a one-page guide, so it is used and not forgotten.
What you get
- One list you can trust, instead of notes scattered around
- Follow-ups that happen, because you are reminded
- Your old contacts in one place, tidied up
- A set-up your team will actually use
Who it suits
A good fit if
- Leads are spread across texts, emails, notebooks and your head
- Follow-ups slip when you are busy
- More than one person deals with enquiries
Probably not the right time if
- You already use a CRM that works. We can connect to it instead of replacing it
- You get a handful of enquiries a month. A simple list may be all you need
What to expect, and how long it takes
A CRM only works if it is used, so we leave time to try it on real leads.
1 to 3 days
Look at your tools
We see what you use today and agree the simplest fit.
1 to 2 weeks
Set up and import
Stages, reminders and your existing contacts.
1 to 2 weeks
Use it for real
You run live leads through it and we adjust what feels clumsy.
Ongoing
Small changes
Tweaks as your work changes.
These are typical ranges, not promises. A tidy contact list moves things along faster.