CRM & Lead Management
Stop losing enquiries. Put every lead in one place.
Most businesses do not have a lead problem. They have a follow-up problem. Leads sit in WhatsApp chats, notebooks and email inboxes until they go cold. We set up a CRM so every enquiry has an owner and a next step.
Quoted after reading your brief. See pricing
Sound familiar?
The problems we usually hear about
- Leads arrive from five places and nobody has the full picture.
- Your team forgets to follow up, or two people call the same customer.
- You are spending on ads but cannot see which source turns into paying customers.
Who this is for
- Businesses running Meta or Google lead ads
- Hotels, villas and travel companies
- Education and admissions teams
- Real estate and home services
What you get
What is included
Lead capture from everywhere
Meta lead forms, Google lead forms, website forms, missed calls and WhatsApp land in one list automatically.
Instant first response
An automatic WhatsApp or email goes out within seconds, while the customer is still interested.
Assignment and reminders
Leads go to the right person, and reminders fire when a follow-up is due.
Pipeline view
See who is new, who is warm and who has booked, without opening ten chats.
Source and cost reporting
Which campaign produced which customer and what it cost, so you can move budget with confidence.
Fits your tools
We set up a CRM you already use, or build a simple one around your process if none fits.
How it works
From first call to results
Audit your leads
Where they come from today and where they get stuck.
Design the pipeline
Stages, owners and follow-up rules that match your sales process.
Connect and test
Every source tested end to end with real submissions.
Train the team
A short session and a one-page guide so the habit sticks.
From experience
Mistakes we keep fixing
These come up again and again when businesses ask us to take over crm & lead management. Avoiding them is half the work.
Buying a CRM before fixing the process
Software will not tell you who calls a new lead and when. Decide that first, then configure the tool to match.
Letting leads sit overnight
The first business to reply usually wins. A lead that waits until morning has often already spoken to someone else.
Everyone writing notes differently
One person writes a paragraph, another types "called". Simple dropdowns for status and reason keep the data usable.
Reports nobody reads
Five numbers on one screen beat a forty-column export. We build the five numbers you actually check.
What it costs
What changes the price
The CRM licence itself is paid to the tool provider and depends on how many people use it. Our work is setting it up so it fits the way you sell.
You will always get a written quote with the scope spelled out, so there are no surprises later.
The main factors
- Which tool you use, and its monthly cost per user
- How many lead sources feed into it
- The number of pipeline stages and automations
- Training for your team
- Ongoing tweaks as your process changes
Next step
Let's talk about CRM & Lead Management
Tell us a little about what you need. The founder reads every enquiry and replies within one working day with a straight answer, even if the answer is that you do not need us yet.
- Free first consultation
- Clear quote, no hidden extras
- No long lock-in contracts
Quoted after reading your brief. See pricing
01Which CRM do you use?
It depends on your size and budget. We work with popular tools like Zoho, HubSpot and Google Sheets setups, and can build a lightweight one if you want something simpler.
02Can it connect to WhatsApp?
Yes. With the WhatsApp Business API, chats and automated replies can be tied to the lead record.
03Will my team actually use it?
That is the real test. We keep the setup simple and train your team so it saves them time from day one.
Works well with
WhatsApp API & Chatbots
Official WhatsApp Business API with automated replies, broadcasts, catalogues and a shared team inbox.
Learn moreBusiness Automation
Automate the repetitive work: lead routing, reminders, invoices, reports and updates between your tools.
Learn moreMeta Ads (Facebook & Instagram)
Lead, booking and sales campaigns on Facebook and Instagram, with creatives and tracking handled.
Learn moreTell us what you want to achieve
Share a few details and you will hear back from the founder within one working day. No pressure and no hard sell.