CRM

A CRM that keeps customers and follow-ups under control

One place for customers, leads and next steps — set up around how your business actually sells.

Price: Priced by scope, confirmed in a written offer
Delivery: Timeline agreed in the offer before work starts

The challenge

Customer information is spread across email, spreadsheets and notebooks.
It is unclear who should follow up with whom, and when.
A lot of time goes into manual updates and searching for information.

How we solve it

We set up a CRM that matches your sales workflow, move your existing customer data into it and add simple routines for follow-ups. The goal is less manual work and a clear overview.

A practical CRM for small businesses: organise customers and leads, track follow-ups and reduce manual work.

What is included

CRM selection advice or setup of your existing CRM
Pipeline and lead statuses for your process
Import of existing customers and contacts
Follow-up tasks and reminders
Basic reports
Training and a short user guide

How it works

01
Understand your workflow
How you find, win and keep customers today.
02
Written offer
Scope, price and timeline agreed in advance.
03
Set up and import
We configure the CRM and move your data.
04
Train and adjust
We train you and adjust after the first weeks of use.

What you receive

A configured CRM
Your customers and contacts imported
A pipeline that matches your sales process
A user guide for your team

How you can work with us

The service price is one thing; the working relationship is another. Choose what suits your business:

Price and delivery

Price: Priced by scope, confirmed in a written offer
Delivery: Timeline agreed in the offer before work starts

This is the price of the service itself. How we work together is agreed separately.

Not included

CRM licence fees, if a paid CRM is chosen
Custom software development (see Business Automation)

Optional additions

Connection to your website forms
Automated follow-up emails
Integration with accounting or other tools

You always receive a written offer with scope, price and timeline before any work begins. No hidden costs, no obligation.

Request an Offer

After delivery

We can stay on as your CRM support: new fields, reports, automations and help for new team members.

Questions and answers

Do we need an expensive CRM?

Not necessarily. Many small businesses do well with an affordable or free CRM set up properly.

Can you move our data from spreadsheets?

Yes. We clean and import existing customer lists as part of the setup.

Who owns the data?

You do. The CRM account and all data belong to your business.

What happens next

Tell us briefly about your business. We reply with a concrete suggestion and, if it fits, a written offer with scope, price and timeline. No obligation.

Request an Offer