Custom CRM that follows up on every client
A CRM built around your process: your stages, the history of every conversation and a prospect search for your industry and area, with your brand.
When chats and spreadsheets fall short
If knowing what happened with a client depends on one person's memory or on reading many chats, you need a system.
Stages built around you
You define how a client moves through your business: first contact, visit, proposal, close. The board shows where each one is and whose turn it is to follow up.
A history shared by the whole team
Every conversation, note and pending item is saved. If someone is out, another person picks up where they left off.
Prospecting by area
We find businesses in your industry and your area from public information, and each contact lands in the CRM with its history.
Connected to your site
The forms on your site go straight to the CRM, with someone assigned to answer.
Your data is yours
You can take all your information with you whenever you want.
An example: the request that went cold
A service company gets quote requests by chat, through its website and by phone. Each person on the team notes them wherever they can.
Illustrative example. Not a client.
- Every request lands in one place, wherever it came from.
- Each person sits at a stage: asked for information, said they would think about it, accepted.
- If someone has gone days without a reply, the system flags it and prepares the follow-up for you to approve.
- You see the whole board: who is waiting for an answer and who is already a client.
It gets much harder for a request to get lost between chats, and you know where each one stands without asking anyone.
Questions about this
What is a CRM and what is it for in a small business?
It is a system that keeps your clients and prospects, the history of every conversation and what comes next in one place. It makes sure no one is left without an answer and lets another person continue a conversation.
A custom CRM or an off-the-shelf one?
An off-the-shelf one works if your process is standard. A custom one makes sense when your stages, data or reports are different, or when you need your brand and your own permissions.
Does it connect to my site and my forms?
Yes. The forms on your site reach the CRM and are assigned to someone on your team.
Who can see my data?
Only the people on your team you authorize. Your data lives in a space that belongs only to your business.
How are real prospects found by area?
We look for businesses in your industry in the area from public information. Each contact is recorded in the CRM.
Start by seeing how it would look in your business.
In the free consultation we show you how it would look in your operation, with your logo and your catalog. The consultation is free and commits you to nothing.
Free consultation