CRM & lead management
CRM and lead management for small businesses
Every enquiry in one place, with an owner, a status and a follow-up date. We set up a CRM that fits how you work, connect it to your website and ads, and add instant WhatsApp replies so no lead goes cold.
Signs you need a CRM
Leads arrive everywhere
Email, WhatsApp, calls, forms and Instagram, and some get missed.
Follow-up depends on memory
Quotes and callbacks happen only if someone remembers.
Copy-paste admin
Your team re-types details between sheets, inboxes and invoices.
No idea what works
You can't say which ad or channel brought last month's sales.
What we set up
Lead management system
- All enquiries flow into one CRM or Google Sheet
- Source, status, owner and next follow-up
- Automatic assignment to your team
Follow-up automation
- Reminders when a lead hasn't been contacted
- Email and task automation
- Connections between the tools you already use
WhatsApp follow-up
- Instant WhatsApp reply to every new lead
- Brochures, reminders and simple qualifying questions
- Official WhatsApp Business API
Custom CRM development
- When standard tools don't fit
- Built around your sales process
- Your data, in your accounts
Connected to your ads
- Lead source captured automatically
- Closed sales sent back to Google Ads and Meta
- About offline conversion tracking
Training & handover
- Walkthrough for your team
- Simple written guide
- Support period after launch
Tools we work with
We use the simplest reliable tool for the job, and prefer ones you may already pay for.
- Google Sheets & Apps Script
- Zoho CRM
- HubSpot
- WhatsApp Business API
- Zapier
- Make
- Looker Studio
- Razorpay / Stripe
Questions
Do I need to buy expensive CRM software?
Not necessarily. Many small businesses start with a well-built Google Sheet or an affordable CRM such as Zoho. If you already use a CRM, we set it up properly and connect it to your ads and website.
Can you build a custom CRM?
Yes, when off-the-shelf tools don't fit how you work. We'll recommend the simplest option that does the job.
Are WhatsApp API charges included?
Meta charges for WhatsApp Business messages separately, and some providers add a platform fee. We explain the expected costs before you commit.
Will my team actually use it?
We design around how your team already works and include a walkthrough session, so it removes work instead of adding it.