CRM (Customer Relationship Management)

Our CRM solutions are built to organize your leads, automate follow-ups, and give you full visibility into your sales and customer lifecycle.

1. CRM Strategy & Setup

We configure your CRM foundation to match your business model and sales process.

• CRM platform selection & setup
• Custom fields, tags, and contact structure
• User roles & permissions
• CRM migration & data imports

2. Sales Pipeline & Lead Management

We design clear pipelines that track every lead from first contact to close.

• Custom sales pipelines & deal stages
• Lead source tracking
• Lead scoring & qualification
• Opportunity & deal tracking

3. Automation & Workflows

We automate follow-ups and internal tasks so no lead is missed.

• Email & SMS automation
• Sales follow-up sequences
• Appointment booking & reminders
• Internal task & notification automation

4. Integrations & Lead Capture

We connect your CRM to all lead sources for seamless data flow.

• Website forms & landing page integration
• Ad platform lead sync (Meta, Google, TikTok)
• Calendar & scheduling integrations
• Third-party tool integrations

5. Reporting & Optimization

We provide clear reporting and ongoing optimization to improve performance.

• Sales & performance dashboards
• Conversion & revenue tracking
• CRM cleanup & optimization
• Ongoing support & CRM training