Growth systems
CRM Setup & Migration
A CRM your team trusts: clear pipeline stages, clean records and routing that gives every enquiry an owner.
The problem
Why businesses come to us.
Pipelines drift into colourful lists nobody believes. Duplicates, missing owners and stages that do not match real decisions make forecasting guesswork.
What’s included
- Pipeline stages mapped to real customer decisions
- Lead routing and ownership rules
- Migration from spreadsheets or your current tool
- Deduplication and data clean-up
- Views and permissions for each role
What changes
What it means for your team.
01
Every opportunity has an owner and a next step
02
One source of truth for your customer data
03
Reporting you can make decisions from
Works well with
Connect it to the rest of the system.
Guides
Before you build crm setup & migration.
CRM migration without losing data
The checklist, the data that usually goes missing and how to prove nothing was lost.
Read the guideGUIDEThe 9 numbers every service business dashboard needs
From enquiries to cash collected, with where each number comes from.
Read the guideGUIDE5 spreadsheets that should be software
And five that are fine as they are, with the warning signs that tell them apart.
Read the guideReady to talk about crm setup & migration?
Tell us where you are and what is getting in the way. We will scope it before anything is built.