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CRM Setup & Management
Every enquiry in one place with a stage, an owner and a next action — so nothing sits in an inbox nobody has opened since Friday.
The most expensive thing in a service business is not the ad budget. It is the enquiry that came in on a Saturday, went to an inbox, and was never answered. You paid for that lead twice: once to get it, and once more when they booked with somebody else.
We set up the CRM, wire every source into it — website forms, phone, Facebook lead ads, WhatsApp, the enquiry that arrived as a DM — and give the pipeline stages that match how you actually sell. Then we keep it clean: duplicates merged, dead leads closed, stale deals surfaced before they go cold.
It is deliberately boring work, and it is usually the change that moves revenue first, because it costs nothing extra to answer the leads you are already paying for.
What that covers
- CRM chosen and configured around how you sell
- Every lead source piped in — forms, calls, social, chat
- Pipeline stages, owners and next actions
- Deduplication and data hygiene, monthly
- Automatic assignment and response-time alerts
- Your team trained on it, with a one-page runbook
What changes
You can answer the question “what happened to that enquiry” in five seconds instead of not at all.
Which packages include it
Common questions
We already use a CRM. Can you work with it?
Usually, yes — HubSpot, Pipedrive, Zoho, GoHighLevel and most of the common ones. If yours is genuinely holding you back we will tell you what moving would cost and what it would fix, and then it is your call.
Is the CRM licence included in the monthly fee?
No. Software licences are billed to you directly by the vendor so you own the account and the data. We tell you the cost before anything is set up, and we will always show you a low-cost option that works.
What happens to our existing contacts?
They get migrated, deduplicated and tagged by source so historic leads stay searchable. Nothing is deleted without you seeing the list first.
Works with
Complete Company System & Automation
The manual steps between your tools, removed — quotes, bookings, invoices, reminders and handovers running without anybody retyping anything.
Call Team & Lead Follow-Up
Somebody actually chasing the enquiries — SMS and email within minutes on every tier, and on Full Growth a team picking up the phone.
Tracking & Analytics
Every enquiry attributed to what caused it: server-side conversions, call tracking and consent handled properly, so the numbers are worth deciding on.
Want this running by next month?
Every package includes it. The first call works out which one fits.