CRM Build and Setup Service for Small Businesses
Service Overview:
Our CRM Build and Setup service is designed to help small businesses streamline their contact management, improve client relationships, and organise sales pipelines with minimal effort. We customise the setup based on your business needs, ensuring you have a user-friendly system that requires no advanced technical knowledge to manage.
What's Included:
Consultation & CRM Selection:
A consultation to understand your business needs.
We’ll help you choose a CRM from a range of free or low-cost CRM options that best fits your business, such as:
HubSpot CRM (Free version)
Zoho CRM (Free or basic tier)
Monday CRM (Basic tier)
Airtable (for simple database-style CRMs)
Pipedrive (Basic tier)
Customised CRM Build:
Contact Database Setup: We’ll build a fully organised contact database, importing and categorising existing contacts.
Pipeline Management: A tailored sales or project pipeline setup, ensuring you can track the status of every deal or project.
Lead Segmentation: Group and tag leads based on criteria such as interest, industry, or purchasing stage.
Basic Workflow Automation: Set up a few automated workflows, like follow-up emails or task reminders.
User Training & Documentation:
One-on-one virtual training to get you and your team up to speed on using the CRM effectively.
Easy-to-follow documentation for future reference.
Ongoing Support (Optional Add-On):
Add 3 months of support for £50.00 + VAT per month, where we can assist with any troubleshooting, training refreshers, or additional setup tasks.
Why Choose Our CRM Build Service?
Affordable: We focus on using free or low-cost tools, saving you money.
Tailored to Your Business: No unnecessary features—just the essentials to help you manage your business better.
Quick Setup: We aim to have your CRM fully functional within 7 days.
User-Friendly: Perfect for non-tech-savvy small business owners.
Service Overview:
Our CRM Build and Setup service is designed to help small businesses streamline their contact management, improve client relationships, and organise sales pipelines with minimal effort. We customise the setup based on your business needs, ensuring you have a user-friendly system that requires no advanced technical knowledge to manage.
What's Included:
Consultation & CRM Selection:
A consultation to understand your business needs.
We’ll help you choose a CRM from a range of free or low-cost CRM options that best fits your business, such as:
HubSpot CRM (Free version)
Zoho CRM (Free or basic tier)
Monday CRM (Basic tier)
Airtable (for simple database-style CRMs)
Pipedrive (Basic tier)
Customised CRM Build:
Contact Database Setup: We’ll build a fully organised contact database, importing and categorising existing contacts.
Pipeline Management: A tailored sales or project pipeline setup, ensuring you can track the status of every deal or project.
Lead Segmentation: Group and tag leads based on criteria such as interest, industry, or purchasing stage.
Basic Workflow Automation: Set up a few automated workflows, like follow-up emails or task reminders.
User Training & Documentation:
One-on-one virtual training to get you and your team up to speed on using the CRM effectively.
Easy-to-follow documentation for future reference.
Ongoing Support (Optional Add-On):
Add 3 months of support for £50.00 + VAT per month, where we can assist with any troubleshooting, training refreshers, or additional setup tasks.
Why Choose Our CRM Build Service?
Affordable: We focus on using free or low-cost tools, saving you money.
Tailored to Your Business: No unnecessary features—just the essentials to help you manage your business better.
Quick Setup: We aim to have your CRM fully functional within 7 days.
User-Friendly: Perfect for non-tech-savvy small business owners.
Service Overview:
Our CRM Build and Setup service is designed to help small businesses streamline their contact management, improve client relationships, and organise sales pipelines with minimal effort. We customise the setup based on your business needs, ensuring you have a user-friendly system that requires no advanced technical knowledge to manage.
What's Included:
Consultation & CRM Selection:
A consultation to understand your business needs.
We’ll help you choose a CRM from a range of free or low-cost CRM options that best fits your business, such as:
HubSpot CRM (Free version)
Zoho CRM (Free or basic tier)
Monday CRM (Basic tier)
Airtable (for simple database-style CRMs)
Pipedrive (Basic tier)
Customised CRM Build:
Contact Database Setup: We’ll build a fully organised contact database, importing and categorising existing contacts.
Pipeline Management: A tailored sales or project pipeline setup, ensuring you can track the status of every deal or project.
Lead Segmentation: Group and tag leads based on criteria such as interest, industry, or purchasing stage.
Basic Workflow Automation: Set up a few automated workflows, like follow-up emails or task reminders.
User Training & Documentation:
One-on-one virtual training to get you and your team up to speed on using the CRM effectively.
Easy-to-follow documentation for future reference.
Ongoing Support (Optional Add-On):
Add 3 months of support for £50.00 + VAT per month, where we can assist with any troubleshooting, training refreshers, or additional setup tasks.
Why Choose Our CRM Build Service?
Affordable: We focus on using free or low-cost tools, saving you money.
Tailored to Your Business: No unnecessary features—just the essentials to help you manage your business better.
Quick Setup: We aim to have your CRM fully functional within 7 days.
User-Friendly: Perfect for non-tech-savvy small business owners.
