The problem: leads lost between inboxes and sheets
In companies in your area without a CRM, leads arrive on personal email, WhatsApp and business cards: nobody has the full picture, call-backs depend on memory and deals vanish unnoticed. A well-configured CRM with automatic lead routing solves this at the root: every lead comes in, gets assigned and has a next step.
What I set up
- Selection and configuration of a CRM proportionate to your size
- Sales pipeline with clear, customised stages
- Automatic lead assignment based on rules (routing)
- Notifications and reminders for follow-ups
- Import and cleanup of existing contacts
The implementation path
- Analysis of how leads arrive and are handled today
- Tool selection: easy to use above all
- Configuration of pipeline, fields and automations
- Short training for daily users
- Support during the first weeks of use
Who really needs it
Needed by companies and firms in your area managing negotiations with multiple steps or multiple people. If you're solo with few leads a month, a well-made spreadsheet may be enough: I'll tell you instead of selling you superfluous tools.
CRM and lead routing in your area
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Let's talk on a call
Fifteen minutes, no commitment: tell me about your situation and I'll tell you straight away if and how I can help.
Book a 15-minute call Message me on WhatsAppFrequently asked questions
Which CRM do you recommend?
It depends on size and process: there are excellent lightweight free solutions to start with, and fuller platforms when needed. I choose based on real use, not brand.
What is lead routing?
Automatic assignment of every lead to the right person based on rules: area, request type, priority. No leads waiting for someone to notice them.
How long does it take to learn?
I configure CRMs designed to be simple: with short training the team is operational. Complexity stays under the hood.
Are our old contacts lost?
No: I import and clean existing databases, so history stays available in the new system.