AUTOMATE / SERVICES
CRM setup & lead management
A clear home for enquiries, responsibilities and next steps.
Who it’s for
Businesses that need to track enquiries and follow-ups across one person or a growing team.
The problem we help solve
Leads become hard to manage when conversations live in separate inboxes and the next action is not recorded.
What the work can include
- Pipeline stages and contact fields
- Lead capture and duplicate handling
- Lead assignment and routing rules
- Follow-up reminders and task workflows
- Reports, permissions and practical training
Your proposal sets the final deliverables and responsibilities.
What this looks like in practice
A property enquiry can enter a new-enquiry stage, be assigned to an agent and generate a visit follow-up reminder. A dashboard can show overdue actions.
How we get started
We review the current situation, agree a scope and plan, then design and implement the solution with scheduled review points. Testing and handover are included in the agreed delivery plan.
What we need from you
Your sales stages, existing contact export, ownership rules, reporting questions and chosen CRM access.
Common questions
Which CRM do you use?
We assess your existing system or suitable options against your budget, workflow and integration needs. We do not claim platform partner status.
Are CRM licences included?
CRM licences, messaging usage, integrations and other subscriptions may be separate. The proposal will identify them.