Services
CRM
Contacts, conversation notes, quotes and follow ups in one place. When an off the shelf CRM doesn't fit how you work, we build one around your flow.
For · Any company, stores where regulars matter
At a glance
- 01Inquiry or visitMessenger, phone, in store
- 02One page per customerRecords in one place
- 03Follow up reminderTo whoever owns the customer
When this sounds familiar
- Customer details live on staff phones and spreadsheets
- Nobody knows who last contacted whom
- Follow ups after a quote get missed
What we do
- One page per customer
- Contact, visits, purchases and notes, per customer.
- Follow up reminders
- When it's time to reach out, the owner of that customer gets a nudge.
- Messenger inquiries on record
- Inquiries that arrive by messenger land on the customer's record.
- Built around your flow
- Sales stages and reports shaped to how your company works.
How it goes
- 1
Look on site
We visit and watch how the work is done today, and find what costs you the most time.
- 2
Build small
We start with the one change that removes the most work. Your POS and tools stay.
- 3
Run it together
We run it with your team until it holds on a busy day, and we keep looking after it.
Common questions
Why not an off the shelf CRM?
If one fits, we recommend it. We build when the product would force your work to bend.
Does it send marketing messages?
Not by default. We scope that in the consultation if you need it.
How small is too small?
It starts making sense the moment two people share customers.
Starting tomorrow, just read the report.
Book a free consultationThe consultation and quote are free