Smart CRM Solutions to Streamline Your Sales & Customer Relationships

Our CRM services help you manage leads, automate follow-ups, and stay organised all in one place. Improve customer retention, close deals faster, and scale your business with ease.

Scheduling & Publishing

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Strategy & Planning

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Community Management

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Analytics & Optimization

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Growth & Engagement

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Content Creation

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Whether you're solo Or running a full team, we'll take care of your content, engagement, and strategy so you can focus on doing what you do best.

OUR CRM PROCESS

Step 1: Strategy Call & Discovery

We learn about your business, audience & goals

Understand your services, location & target customers
Review your current social presence (if any)
Identify what platforms are best suited for your brand

Step 2: Choose the Right CRM Platform

Pick a CRM that aligns with your business size, industry, and goals.

Compare features like automation, customisation, third-party integrations, and user interface.
Ensure scalability, so the CRM grows with your business.
Consider cloud-based solutions for flexibility and remote access.

Step 3: Import & Organize Data

Proper data setup is the backbone of CRM success.

Import existing leads, contacts, deals, and notes from spreadsheets or other software.
Segment your contacts by industry, stage, or behavior for targeted communication.
Clean data by removing duplicates and outdated entries.

Step 4: Customise Workflows & Automation

Tailor the CRM to fit how your business operates.

Create automated workflows for lead follow-ups, onboarding, or deal updates.
Set up triggers and actions (e.g., “If a form is submitted, send a welcome email”).
Build custom fields, pipelines, and stages that reflect your real sales and support processes.

Step 5: Train Your Team

Even the best CRM fails without proper adoption.

Offer hands-on training sessions to introduce features and daily usage.
Provide step-by-step guides and cheat sheets for reference.
Encourage team feedback and adapt workflows based on their input.

Step 6: Monitor & Optimise

CRM is not a one-time setup—it’s an ongoing strategy.

Use built-in analytics to track KPIs like conversion rates, email opens, and response times.
Regularly audit workflows and update automations as your business evolves.
Hold review sessions to gather team insights and refine processes.