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CRM and tools

Your CRM and
automated follow-ups.

We configure your CRM and connect it to your forms, payments and other tools. Your team can find client details and follow-up tasks in one place.

See the 90-Day Plan
Client managementDemo · fictional data
CLIENT RECORD

Alex Parker

Quote request

Owner
Jordan Ellis
Source
Website form
Record
Contact details and conversations

The information stays with the record at every stage.

THE NEXT STEPS
NEXT FOLLOW-UP

Discuss requirements

Jordan Ellis · record owner

FormCRMEmail
What we handle

Tools that work together.

CRM

A CRM keeps your client details, conversations and follow-up tasks together. We set it up around how your business works and train your team to use it.

See the work involved
  • Setting up the CRM that fits your business
  • Migrating your existing data
  • Team training and system documentation

Automation

A completed form can create a CRM record and trigger a follow-up email. We connect your tools to automate tasks like these that your team repeats every day.

See the work involved
  • Workflows between your existing tools
  • Notifications, follow-ups and automatic reminders
  • Error detection and alerts

Reporting

We bring data from your CRM, website and campaigns into a dashboard so you can check your results in one place.

See the work involved
  • Connecting your sources (CRM, payments, site, ads)
  • Dashboards for your key decisions