CRM Implementation & Administration
A scoped setup for contacts, enquiries, statuses and responsibilities, matched to the way your team follows up.
Request a proposalIllustrative solution
01New enquiry
02Assigned owner
03Response stage
04Pipeline view
Configured around your business
How this fits your business
This service is scoped within ai, automation & business systems. We confirm the requirements and relevant deliverables before work begins.
Process & configuration
- Contact and enquiry stages
- Fields and ownership rules
- Pipeline configuration
- Data import assessment
Use & administration
- Form integration by scope
- Team guidance
- Basic reports and views
- Ongoing administration arrangements
How we deliver
- 01Map the current process
- 02Define the rules
- 03Connect the systems
- 04Test exceptions
- 05Review with your team
Start with the business requirement.
Tell us what you need. We’ll discuss the work, costs and timing.
Request a proposal