CRM setup and support for small businesses
A CRM remembers your customers and enquiries so nothing gets lost in an inbox or a spreadsheet.
What’s included
I have significant hands-on experience with CRMs, so I'll help you choose one that fits your business, set it up properly and make sure your team actually uses it.
Businesses of any size tired of leads slipping through, or whose current CRM is too complicated or too expensive.
Not sure it’s for you? Ask me. You’ll get a straight answer.
- 01Working out what you actually need from a CRM
- 02Recommending a system that fits, not just the biggest name
- 03Setup, pipelines and moving your data across
- 04Connecting it to email, your website forms and other tools
- 05Automations that remove repetitive admin
- 06Training for you and your team
Tools involved
HubSpotA lead’s journey
Nothing slips through the cracks
This is the kind of path a tidy CRM gives every enquiry, without you having to remember a thing.
It lands in your CRM straight away, from your website or email.
You get nudged, so nobody waits days for a reply.
Tracked in the same place, with the conversation history to hand.
The customer stays on record for the next time.
Quick questions
I’ll learn how you find and keep customers first, then recommend the one that fits and say why.
Yes. Usually the problem is setup and habits, not the software. I tidy it up, simplify it and train your team.
Ready to get started? Let’s have a chat.
Tell me a little about your business and you’ll hear back from me personally, with clear next steps.
Let’s have a chat →