Enquiries, contacts and follow-up in one system.
CRM setup brings your contacts, business details, enquiries, ownership, tasks and sales opportunities together — so you can see what's open, who's responsible and what needs attention. Built around your existing setup, with a practical starting point rather than a fixed package.
One clear record per relationship.
A CRM keeps every contact, enquiry and follow-up in one place — with the right details attached to the right record and clear ownership at every step. We organise it around your business, connect it to your website and campaign forms, and preserve the attribution that shows where each enquiry came from. The recommended scope depends on your business; we suggest a practical starting point rather than requiring everything at once. No simulated dashboard, no exposed customer records, and no claim the account is configured until the actual setup is complete and verified.
Contacts and business details in one place
Every enquiry, customer and business relationship stored once — with the right details attached to the right contact, not scattered across inboxes and spreadsheets.
Enquiries and opportunities tracked separately
Each genuine enquiry becomes its own opportunity, so you can see what's open, what's been followed up and what needs attention — without confusing one job with another.
Clear ownership and handovers
Know who's responsible for each contact, conversation and task. Hand a conversation to a person without losing the context that came before it.
Tasks and follow-up in one view
Follow-up tasks, reminders and next steps live alongside the enquiry — so nothing sits forgotten in an inbox and you can see what's outstanding at a glance.
Connected to your marketing and follow-up
Website enquiries, campaign leads and follow-up systems feed into the same records — with attribution that shows where each enquiry came from.
Attribution and history preserved
First-touch and latest-touch campaign information stays distinct, ownership is preserved unless a change is approved, and a new enquiry doesn't reopen a past sale.
What you receive.
- A CRM setup organised around your contacts, business details, enquiries, ownership, tasks and opportunities — not a fixed package.
- Contact records with the right details attached, and a clear distinction between a contact, an individual enquiry and a completed job.
- Sales opportunities tracked separately per enquiry, with ownership assigned and follow-up tasks created.
- Campaign and channel attribution captured from your website and campaign forms — first-touch and latest-touch kept distinct.
- A practical starting point based on your existing setup, goals and budget — we identify your main bottleneck first.
- Integration preparation for your website enquiry forms, campaign landing pages and follow-up systems.
- Clear rules for matching contacts, preserving known details and handling conflicting records through review — not by merging on name alone.
- A documented field inventory showing what each form submits, where it maps, and what still needs account verification.
What we'll need from you.
- •Access to your CRM sub-account, contacts, opportunities and existing settings.
- •Your existing sales pipeline, stages and the users who would own enquiries.
- •An understanding of how enquiries, quotes and jobs are currently recorded.
- •Approved communication preferences, sender details and channel permissions.
- •A review of the proposed field mappings and matching rules before anything goes live.
- •Existing contact fields and attribution preserved — no invented field IDs.
How a CRM setup project runs.
The recommended scope depends on your business — we suggest a practical starting point rather than requiring everything at once.
Discovery
We learn how your business currently captures enquiries, where contacts live, and what your biggest bottleneck is.
Agreed scope
We agree what to set up first — contacts, opportunities, ownership, tasks or attribution — and a proposed timeline before any work starts.
Build
We map your forms and fields to the right CRM records, configure matching and ownership rules, and prepare the integration.
Review
You review the field mappings, matching rules and attribution. We refine before anything goes live.
Connect & test
We connect your forms and follow-up systems and test that enquiries land as the right contact, opportunity and task — end to end.
Improve
We review what's working, identify friction and agree the next useful improvement.
What's delivered, configured and tested
You receive a CRM structure, field mappings, matching rules and integration preparation — ready to go live once the account configuration, sender details and live tests are complete. Each enquiry lands as the right contact and opportunity with attribution preserved, ownership assigned and follow-up tasks created. Missing optional values are omitted rather than overwriting known details, and a new enquiry doesn't reopen a past sale. We don't claim the CRM is configured until the actual setup is complete and verified end to end. We recommend a practical starting point based on your existing setup, goals and budget.
Questions about CRM setup.
Bring your enquiries into one system.
Tell us how enquiries come in today and where they get stuck. We'll discuss a practical place to start.