Websites, CRM and digital setup

• Businesses without a CRM, or with one that was bought but never properly configured.
• Businesses whose website does not connect to the way enquiries are handled.
• New or growing businesses setting up their digital tools properly for the first time.
• Teams moving customer information out of spreadsheets and shared inboxes.

• Website enquiries arriving by email and getting missed or answered late.
• Leads not followed up consistently because there is no shared record.
• A CRM that nobody uses because it does not match how the team works.
• Customer details spread across inboxes, spreadsheets and personal phones.
• A website that is difficult to update or does not explain what the business does.

1. 01

   Understand the customer journey

   We look at how people find you, get in touch, become customers and are looked after afterwards.

2. 02

   Recommend suitable tools

   We suggest platforms that fit your size, budget and way of working. We are not tied to any vendor.

3. 03

   Build and configure

   We build the website, set up the CRM, create forms and connect the tools so information goes where it should.

4. 04

   Hand over properly

   We show your team how everything works and document the setup, so the business is not dependent on us.

• A professional business website with clear service pages and enquiry forms
• CRM setup with pipelines, contact records and follow-up tasks
• Enquiry and booking forms connected to the CRM
• Automatic acknowledgement emails and internal notifications
• Connections between the website, CRM, email and other business tools
• Google Business Profile setup, aligned with the website

The exact scope depends on what the business needs. Not every project includes every item.

• A recommendation that explains why a platform has been chosen.
• Setup based on your real process rather than a generic template.
• Training and documentation at handover.
• Accounts and data kept in the business's own name.

• Your website and CRM already work well together and the team uses them consistently.
• You need complex custom-built software. We focus on configuring and connecting proven tools.
• You are unsure whether the problem is the tool or the process. Business Systems & Process Improvement may be a better place to start.

• Business Systems & Process Improvement
• Automation & AI Solutions