Leads sit in different places
New enquiries are spread across forms, emails, calls, ads and spreadsheets.
CRM Setup & Automation
Practical CRM setup for small businesses.
We help set up simple CRM systems so leads, customers, follow-ups and team tasks are easier to track without relying on inboxes, spreadsheets or memory.
Simple CRM Pipeline
- New Enquiry
- Contacted
- Quote Sent
- Follow-Up Due
- Won / Lost
Lead captured
Task assigned
Follow-up visible
CRM Reality Check
Is your CRM actually helping?
A CRM should make follow-up clearer. If your team avoids it, works around it or does not trust it, the setup may need simplifying.
Follow-ups get forgotten
The next step depends on memory instead of visible tasks or reminders.
The team does not update the CRM
The system feels harder than the old way, so staff create workarounds.
Reports are hard to trust
The owner cannot easily see what is open, overdue or moving forward.
Spreadsheets are still doing the real work
The CRM exists, but the spreadsheet is still where the team actually manages things.
What We Set Up
CRM setup that supports the way your team works.
We keep the setup practical so your team can see leads, customers, tasks and follow-ups more clearly.
Lead stages
Clear pipeline stages that match your real enquiry and quote process.
Contact records
Customer information structured so the team can find what they need.
Tasks and reminders
Simple next-step reminders so follow-up does not rely on memory.
Forms and lead capture
Connect enquiries into the CRM where practical.
Email templates
Simple messages for common follow-ups and customer updates.
Basic reporting views
Open leads, overdue follow-ups and activity visibility.
We can work with tools such as HubSpot, GoHighLevel, Salesforce, Pipedrive, monday.com and spreadsheets where practical.