CRM Setup & Migration
We design the account around how your business really works, not a generic template. Stages match the way a job actually moves from enquiry to paid, fields capture what your team needs on the phone, and everything your old system held comes across clean.
The problem we solve
Leads live in three places at once: a notebook by the phone, a shared spreadsheet, and somebody's inbox. Nobody can answer the simple question of what is actually in the pipeline this week.
What you get
6 deliverablesPipeline architecture
Stages mapped to your real sales process, with separate boards for quotes, jobs, and recurring work where you need them.
Custom fields and tags
The data your team actually asks for on a call, structured so it can be filtered, reported on, and automated against later.
Data import and cleanup
Contacts, notes, and history migrated from spreadsheets or your old CRM, de-duplicated and normalised on the way in.
Team permissions
Roles set so staff see what they need and nothing they should not, with owner-level access staying with you.
Lead source tracking
Every contact tagged by where it came from, so you can see which channels pay for themselves.
Reporting dashboard
A single view of pipeline value, conversion rate, and response time, built to be read in ten seconds.
One place where every lead lives, and a pipeline you can actually read.
Get this set up