CRM

What it is

Our CRM service gives you one place to manage enquiries, contacts, and follow-ups.

Instead of leads sitting in emails, forms, or inboxes, everything flows into a single system so you can respond faster and stay organised.

We use GoHighLevel as the core platform.

Who it’s for

• You’re losing track of enquiries
• Follow-ups are inconsistent or manual
• You want visibility over your sales pipeline
• You’re ready to systemise lead handling

What’s included

• Access to our CRM platform (GoHighLevel)
• Contact management
• Lead capture forms (if required)
• Basic pipeline setup
• Email notifications for new leads
• Simple reporting

This gives you a clean foundation for managing leads and customers.

Optional add-ons

Depending on your needs, we can also layer in:

• Dedicated phone numbers for call tracking
• SMS sending and two-way messaging
• Advanced automations and workflows
• AI agents for lead handling or internal tasks
• Custom integrations between systems

These are scoped based on what will actually help your business.

How it works

1. We connect your website forms
2. We set up your pipeline stages
3. Leads flow into one place
4. You manage contacts and follow-ups from the CRM

Simple setup. Clear visibility.

What it’s not

This isn’t a fully custom sales system out of the box.

It’s a practical foundation you can grow into over time.

Next step

If you want to centralise your leads and follow-ups, get in touch and we’ll walk through your setup.