What’s included
CRM selection & setup
Choosing and configuring the right CRM for your team size and sales process.
Pipeline design
Stages, fields and ownership rules that mirror how you actually sell.
Lead capture integrations
Website forms, ad lead forms, WhatsApp and calls flowing in automatically.
Source attribution
Every lead tagged with its source and campaign for accurate ROI.
Marketing analytics
Dashboards connecting spend, leads, pipeline and revenue.
Training & adoption
Practical training so your team uses the system consistently.
How we work
- Audit — Review current tools, data and sales process.
- Configure — Set up the CRM, pipelines, fields and permissions.
- Integrate — Connect lead sources, communication channels and analytics.
- Adopt — Train the team and refine based on real usage.
What you can expect
- Every lead captured and tracked in one place
- Clear visibility of the sales pipeline
- Marketing ROI you can measure by source
- Less time lost to manual data handling
Every engagement is measured against KPIs agreed with you up front, and reported on transparently.