CRM setup
Configure the agreed CRM around your contacts, sales process and team responsibilities.
07 / Connect
CRM.
Organise your leads, pipeline and follow-up so opportunities have a clear next step. Connect marketing activity with the way your business handles customers.
Let’s talk crmThe next move
KEEP THE CONVERSATION MOVING.
For teams managing leads across inboxes and spreadsheets, or businesses that need a more consistent way to follow up on enquiries.
WHAT WE CAN HELP WITH
The details
make the difference.
Lead capture
Connect enquiry sources to the fields and records your team needs to act.
Pipeline organisation
Define useful stages, ownership and next actions across your sales process.
Sales follow-up
Create a consistent approach to reminders, handovers and customer communication.
Workflow automation
Reduce repetitive tasks with clearly scoped triggers and actions.
HOW THE WORK COMES TOGETHER
Map the process
Understand where leads come from and what needs to happen after an enquiry.
Set up the system
Configure records, stages and relevant connections around the agreed process.
Make it usable
Review the workflow with your team and clarify how leads move forward.
FROM DIRECTION TO EXPRESSION
See the thinking
in context.
A self-initiated concept exploring how the pieces could work together.
CONCEPT STUDYEE / SpacesExplore the creative direction GROWTH. DIGITAL. E-COMMERCE.