Service
CRM Systems
A system designed around how your team sells and serves.
In plain words
A CRM is a shared notebook for everything about your customers: who they are, what was said and what happens next.
Off-the-shelf CRMs force your team to adapt to the software. We do the opposite: we map how your business actually sells, serves and follows up, then build a system that matches it.
The result is less data entry, fewer missed follow-ups and a clear view of what is happening across your customers, built on a foundation your team can rely on every day.
We can also bring in your existing data from spreadsheets or older systems, so you start with everything in one place.
What this looks like in practice
- Lead and deal tracking for a sales team
- Client records, documents and history for a consulting firm
- Property, viewing and agent management for real estate
- Ticketing and follow-up for a call centre
The difference
Before and after
Without it
- Customer details are scattered across phones, emails and sheets
- Follow-ups get forgotten
- When someone leaves, their contacts leave too
- Nobody knows how many deals are really in progress
With it
- One record per customer with the whole history
- Reminders tell you who to contact and when
- The knowledge stays with the company
- A clear view of every deal and its stage
How it works
What happens, step by step
Someone gets in touch
A new enquiry, a call or a referral.
It is recorded
Details and conversations are saved in one place.
You are reminded
The right person is told when to follow up.
You see the picture
Simple reports on sales, workload and results.
Example scenario
A real estate agency stops losing enquiries
An agency's enquiries came by phone, email and messages, and each agent kept their own notes. In the new system every enquiry lands in one list, is assigned to an agent and reminds them to follow up. The manager sees at a glance which properties have interest.
An illustration of a typical project, not a specific client.
Working together
What we need, and what you get
What we need from you
- Your current contacts, in any form you have them
- A description of how a sale or job normally moves along
- A few minutes from the people who will use it
What you receive
- A CRM shaped to your process
- Your existing contacts imported
- Short training for each role
- Reports that answer your usual questions
Is this for you?
You may need this if...
- You lose track of who needs a reply
- Several people deal with the same customer
- Reports are put together by hand
- A spreadsheet is your customer list
Questions
What people ask us
Can you bring in our existing contacts?
Yes. We import them from spreadsheets and other systems, so you start with everything in one place.
Why not use a ready-made CRM?
If one fits, we will tell you so. We build when your way of working does not fit the standard ones.
Is our customer data safe?
Yes. Each person only sees what they are allowed to, and everything is backed up.
Will my team actually use it?
We design it with them, with only the screens and fields they need. That is what makes people use it.
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