Company and contact records
Keep businesses, decision-makers, phone numbers, email addresses and relevant notes together. Define the fields your team needs and the process for reviewing duplicate records.
All servicesCustomer information connected to action
CRM Setup & Sales Automation
Set up a CRM or improve the one your team already uses. We organize the contacts, sales stages, communication history and follow-up rules around how your business actually wins and serves customers.
Book Free 15Min ConsultationSales pipeline
New inquiry
Kitchen projectCustomer inquiryAssign owner
Estimate sent
Service proposalEmail follow-upFollow up today
Next step
Site consultationCustomer inquiryConfirm visit
Your team knows who the customer is, where the opportunity stands and what needs to happen next.
What the service can include
Capabilities built around the job.
Your team knows who the customer is, where the opportunity stands and what needs to happen next.
Pipelines that match your sales process
Create stages for your actual journey, such as new inquiry, qualification, appointment, proposal and customer. Define who owns the opportunity and how it moves forward.
Follow-up tasks and reminders
Give calls, estimates and unanswered proposals a next action, responsible person and due date. Bring due work back to the team instead of leaving it to memory.
Conversation and activity history
Connect inquiries, notes, completed actions and communication history to the right record, so another team member can continue with context.
Intake and appointment connections
Bring information from website forms, chat, calls and booking workflows into the CRM. Route new inquiries using your agreed service, location or ownership rules.
Team visibility and access
Organize work views for open opportunities, overdue actions and assigned records. Configure the roles and access supported by the chosen CRM.
Structured record imports
Map existing spreadsheets or exports into the agreed contact and company structure. Review field mapping and duplicate handling before importing.
Customer and onboarding handoffs
Use the agreed acceptance or customer-stage trigger to start onboarding tasks, document requests and account ownership without re-entering the same details.
Automation, step by step.
| When this happens | Rules we define | What happens next |
|---|---|---|
| A new inquiry arrives | Match the contact, capture its source and assign the relevant pipeline. | Create the opportunity, set an owner and schedule the next action. |
| A proposal has no recorded response | Apply your follow-up timing, approvals and stop conditions. | Create a reminder or send the approved message and retain the activity history. |
| A customer accepts the proposal | Record the decision and use the agreed onboarding trigger. | Update the stage and hand the customer details to the onboarding workflow. |
In your working day
An estimate needs a response.
A customer receives an estimate while your team continues with other work. The opportunity stays visible in the CRM with a follow-up date and an assigned owner. The next conversation, decision and customer handoff remain attached to that same record.
- 01Inquiry enters the sales pipeline
- 02Estimate and owner are recorded
- 03Follow-up becomes a scheduled action
- 04Acceptance starts the customer handoff
From the first action to the handoff.
Collect the information
Bring the inquiry, contact details and source into the right record.
Organize the opportunity
Apply your sales stage, owner and required next action.
Keep follow-up moving
Use tasks, reminders and approved messages around the customer’s response.
Prepare the customer handoff
Move accepted work into the onboarding and account process.
What we deliverA defined setup.
A defined setup.
A usable workflow.
These are the building blocks we scope with you for this service. Your proposal identifies the specific deliverables and responsibilities.
- CRM field and record structure
- Sales stages and ownership rules
- Priority contact import and review plan
- Follow-up tasks and automation rules
- Forms, calendar and communication connections
- Team work views, training and support scope
The systems behind the work
Connections with a purpose.
We review access, available interfaces and information ownership before implementing the agreed connections.
- Website forms, chat and voice-agent inquiries
- Email activity, calendars and team tasks
- Client intake, document and onboarding workflows
What we agree before implementation
The workflow and expected outcome. The software and access required. The data and content to prepare. The actions needing approval. The test and launch plan. The implementation price and ongoing support scope.
Clear expectations
Questions about this service.
Do we need to replace our existing CRM?
We review the current CRM first. A useful workflow may involve configuring it better, connecting it to other tools or planning a new setup when that is the right fit.
Can you bring in our existing contacts?
We can plan a structured import, including field mapping, a review of the source data and duplicate handling. The agreed scope identifies what will be moved.
Will every follow-up message be automatic?
You choose the rules. Some actions can run automatically; others can create a staff task or require approval. We define when follow-up stops and when a person takes over.
A focused first conversation
Book Free 15Min ConsultationLet’s define a useful starting point.
In 15 minutes, discuss the work, the tools involved and a practical starting point. We’ll explain what is needed to define the next step.