CRM & Sales
Every lead tracked, every follow-up on time — pipelines, customer records and sales automation that stop deals slipping through the cracks.
Features
Lead pipelines
- Every enquiry captured — website forms, WhatsApp, phone and walk-ins in one pipeline
- Online Ads integration — leads from Google and Meta ads flow straight into the pipeline
- Lead origin tracker — know exactly which ad, campaign or channel each lead came from
- Customisable pipeline stages matching how you actually sell
- Lead assignment rules — round-robin, territory or manual
- Easy lead-to-contact conversion — one click turns a qualified lead into a contact
- Ageing alerts — leads sitting too long get flagged automatically
- Lost-deal reasons tracked so patterns surface
Customer records
- Centralised Company module — accounts with all their contacts under them
- 360-degree customer view — contacts, companies, deals and history in one place
- Centralised notes — every conversation and update in one timeline
- Documents and attachments — quotations, contracts and IDs stored against the record
- Full interaction timeline — calls, emails, meetings and notes
- Duplicate detection and merging for clean data
Sales automation
- Task management — follow-ups auto-created, assigned and tracked to closure
- Call schedules — planned calls queued per rep with reminders
- Meeting schedules — book, sync and log meetings against the deal
- Email integration — send, track and log emails from inside the CRM
- Quotation generation from the deal record
- Approval workflows for discounts and special pricing
- Recurring follow-up sequences for cold and warm leads
Reporting
- Manager dashboard — live view of pipeline, team activity and targets
- Advanced analytics for management — trends, forecasts, conversion by source
- Staff-level reports — activities, conversions and revenue per rep
- Pipeline value and stage-conversion reports
- Sales forecasting from live pipeline data
Implemented on Zoho & Microsoft
Our process
Discovery & system design
We map how leads come in and how you sell, then design pipeline stages and automations.
Quotation
Itemised, no surprises.
Implementation
CRM configured, users, roles and data imported.
Training
Sales team trained on daily routines; manager reporting walkthrough.
Support & AMC
Ongoing help, tweaks as your process evolves, annual contracts available.
Frequently asked questions
Can it capture leads from our website and WhatsApp?
Yes — website forms feed in directly, and WhatsApp/phone enquiries are logged against the same pipeline.
Will it remind salespeople to follow up?
Yes — automatic reminders and ageing alerts mean no lead sits untouched.
Can managers see the full pipeline?
Yes — live dashboards show pipeline value, stage conversions and rep performance.
Can we migrate from spreadsheets?
Yes — existing contacts, companies and open deals are imported as part of implementation.
How much does a CRM implementation cost?
It depends on user count, which platform fits, how much data needs migrating, and which integrations your sales process needs. We scope it in discovery and confirm the cost before you commit — the quote covers licenses, implementation and training as one number.
Zoho CRM or Dynamics 365 — which fits us?
Zoho CRM fits most SMEs — strong automation at sensible cost. Dynamics 365 fits mid-market teams already on Microsoft 365 who want CRM woven into Outlook, Teams and their ERP. We recommend after mapping your sales process, not before.
How does WhatsApp work inside the CRM day to day?
Your team chats with prospects from shared WhatsApp numbers, every conversation is logged on the contact record, and follow-ups trigger automatically when a chat goes quiet. It turns WhatsApp from a personal inbox into a team sales channel.
Too technical?
We will simplify it.
Tell us what your business needs — our engineers will cut through the jargon and recommend the right solution at the right price. No obligation.
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