07CRM, Sales & Business Intelligence
CRM, sales and Business Intelligence to organise and understand your sales process
Your leads shouldn’t live between WhatsApp, emails, Excel and your team’s memory.
Put simply, a CRM (Customer Relationship Management) is where your company keeps and organises everything to do with sales: customers, leads (people or companies who are interested but have not bought yet), opportunities, conversations, tasks, follow-ups and sales stages. Instead of relying on your team’s memory, every contact has a record, a history and a next step.
With us, you don’t pay to “have some software”. You pay for us to analyse how you sell, design your pipeline (the stages a sale goes through), set it up, automate the repetitive work and turn your data into BI (Business Intelligence): dashboards showing your KPIs (Key Performance Indicators) such as leads, sales, revenue, conversion, contact sources, cost per lead and campaign results.
- Less information lost between channels, people and spreadsheets
- More consistent follow-up of every potential customer
- Visibility of every opportunity and the stage it is at
- Decisions based on data you understand, not on hunches
How we work
- Form
- CRM
- Opportunity
- Salesperson
- Follow-up
- Sale / no sale
- Reporting
Services
- CRM SetupOne place for your contacts, opportunities and follow-ups.You know where every potential customer stands and what comes next, without relying on anyone’s memory.See full detailsOne-off · starting price
- Lead AutomationEvery website enquiry reaches your CRM, alerts the team and triggers follow-up.Enquiries no longer depend on someone checking the inbox in time: they come in, get recorded and get answered.See full detailsOne-off payment
- Email AutomationWelcome and follow-up emails that send themselves, at the right moment.Every contact receives the information they need without your team having to remember to write to them.See full detailsOne-off · starting price
- WhatsApp AutomationLead capture and follow-up on WhatsApp, organised and independent of anyone’s phone.WhatsApp conversations no longer get lost on one phone and become part of your sales process.See full detailsOne-off · starting price
- Sales dashboardLeads, sales and conversion in one clear dashboard to follow day-to-day sales.You see how many contacts come in, how many buy and where sales get stuck, without preparing reports by hand.See full detailsOne-off · starting price
- KPI / BI DashboardMarketing and sales in the same dashboard, so you know what brings in customers.You link campaigns, contacts and sales to see which marketing activities turn into business.See full detailsOne-off · starting price
- Advanced BI / DashboardA complete view of your business with your data sources and your own metrics.You bring together information from several tools and turn it into metrics designed for your business decisions.See full detailsOne-off · starting price
- Monthly reportingEvery month, a clear report on what happened and what is worth reviewing.Every month you get an organised reading of your indicators, without having to interpret the data on your own.See full detailsMonthly fee
- CRM CareYour CRM, looked after and improved every month so it keeps fitting your business.Your CRM doesn’t fall out of date: we answer questions, make adjustments and improve it as the way you sell changes.See full detailsMonthly fee
Which one fits you?
- Your contacts are scattered across Excel, your phone and email and you want them in one placeCRM Setup
- You receive enquiries from your website and want them to reach the CRM automatically, with an alert to the teamLead Automation
- You want to send welcome or follow-up emails without having to remember each oneEmail Automation
- Many of your customers message you on WhatsApp and the follow-up gets lostWhatsApp Automation
- You want to see at a glance how many leads come in, how many buy and how the sales team is doingSales dashboard
- You have data in several tools and need a business dashboard with your own metricsAdvanced BI / Dashboard
So there are no surprises
- CRM and third-party tool licences are not included: they are paid directly to the provider.
- The costs of the WhatsApp provider or its API (Application Programming Interface, the technical connection between systems) are not included.
- The three dashboards differ in scope: the sales dashboard shows sales; the KPI / BI dashboard brings marketing and sales together from the agreed sources; the advanced one combines multiple sources and custom metrics.
- WhatsApp Automation (CRM-04) works with defined flows and messages. If you are looking for an AI (artificial intelligence) assistant that holds conversations, that is service AI-03.