Leads lost in texts, emails and sticky notes?
We set up one place for every lead and customer, connected to your forms and email, with clear follow-up steps for you and your team.
Lead Management & Follow-Up SetupWhat We Can Include
Every project is scoped around your priorities. Hire us for this service alone or connect it with others.
- Lead and customer database setup
- Connection to your forms and email
- Lead routing to the right person
- Follow-up reminders and tasks
- Simple pipeline view
A good fit if…
- Leads live in many places
- You forget to follow up
- You can't see where each deal stands
How We Work
Clear steps, no surprises.
- 01
Talk
A short conversation about your business, goals and what is getting in the way.
- 02
Plan
A clear scope: what we build, what you need to provide and what success looks like.
- 03
Build
We do the work, keep you updated and test everything before it goes live.
- 04
Launch & support
We launch, train your team, and provide the support agreed in your project scope.
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Questions, Answered
Do I need a CRM for my small business?
If your leads live in texts, emails and sticky notes and follow-up depends on memory, you'll benefit from one central place for them, which is what a CRM is. It doesn't have to be complicated. We set up a lead and customer database connected to your forms and email, with a simple pipeline view and follow-up reminders.
Which CRM should I use?
The right one depends on your team, budget and how you sell. We look at how leads come in and how you follow up, then set up a tool that fits, or improve the one you already have. If comparing several tools is the bigger question, our Business Software Selection & Setup service covers that in depth.
Can new leads go to the right person on my team automatically?
Yes. We set up lead routing so each new inquiry goes to the right person based on rules you choose, with a follow-up task attached. Everyone can see who owns each lead and what happens next.
How can I see where every deal stands?
With a simple pipeline view. It shows each lead and deal by stage, so you can spot what's stuck and who needs a follow-up. No more guessing from your inbox.
Start With the Project You Need Most
Tell us where your business is today. We'll help you find the first step worth taking.