CRM and follow-up

A CRM that makes sure no lead gets forgotten

If your sales process lives in your WhatsApp history and your memory, deals are falling through the cracks. We set up a simple pipeline where every lead has a status, a next step and a date.

How it works

One pipeline

Every inquiry — from your website, WhatsApp, calls or referrals — lands in a single pipeline with clear stages.

Next step with a date

No lead moves forward without a note and a next action, so follow-up is a system, not a mood.

Weekly report

A short summary of what came in, what moved and what's stuck — so you manage by facts.

What you get

  • Stop losing deals because a quote was never followed up.
  • See your whole pipeline in one screen instead of scrolling through chats.
  • Anyone on your team can pick up a lead and know its history.
  • Works for contractors, stores, restaurants and service businesses alike.

The process

1
Define your stages
We map how a lead becomes a customer in your business — usually 5 to 7 stages.
2
Load your current leads
We help you import open conversations so nothing in progress is lost.
3
Run the routine
Daily or weekly follow-up blocks with clear ownership — yours or ours.
4
Review and adjust
Monthly review of conversion by stage to find where deals stall.

Honest limits

  • A CRM organizes follow-up; it doesn't close sales by itself — someone still has to call and show up.
  • We don't migrate data from systems without export access or authorization.
  • Automation is added only where it saves real time — we don't build complexity for its own sake.

Frequently asked questions

I've never used a CRM. Is this complicated?

No — we set it up around how you already work, with few stages and plain-language statuses. If you can use WhatsApp, you can use this.

Can my team access it?

Yes, with individual access and roles, so everyone sees what they need and nothing they shouldn't.

Can you run the follow-up for me?

Yes — that's part of our back-office service. We move leads, log notes and escalate what needs your decision.