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SERVICE 02

A CRM your team actually uses.

A CRM only helps if it is set up around how you really sell and if people open it. We configure it for your process, clean up your data, and train your team, so it becomes the one place everything lives.

Get your free prototypeSee what we build

WHAT WE BUILD

What we build

What you getOne source of truth, and a follow-up process that no longer depends on anyone's memory.

Works with

  • GoHighLevel
  • HubSpot
  • Zoho
  • Salesforce
  • Pipedrive
  • Pipelines and stages that match how you win work
  • Contact import, de-duplication and clean-up
  • Automated follow-up sequences and task reminders
  • Simple dashboards so you can see what is happening without asking

WHAT IS INCLUDED

What is included in CRM Systems

  • 01

    Built around your process

    We set up pipelines and stages that match how you actually win work, rather than a generic template your team will ignore.

  • 02

    Your platform, your choice

    We work on GoHighLevel, HubSpot, Zoho, Salesforce and Pipedrive. If you already use one, we improve it instead of starting again.

  • 03

    Clean data

    We import your contacts, remove duplicates and fix missing details, so you start with a list you can trust.

  • 04

    Automatic follow-up

    Reminders, tasks and follow-up messages go out on schedule, so no quote or enquiry waits because someone forgot.

  • 05

    Dashboards that make sense

    Simple views show new leads, open deals and where work is stuck, so you can see how things stand without asking anyone.

  • 06

    Team training

    We show your team how to use it day to day, so the CRM becomes the one place where everything is kept.

HOW IT WORKS

How CRM Systems works with us

  1. Step 1: Free prototype

    We build a working CRM setup with your pipeline, your fields and sample data from your own business.

  2. Step 2: Walkthrough call

    We walk you through it live and adjust the stages and fields until they match how you sell.

  3. Step 3: Build and launch

    We import your data, switch on the follow-up, train your team, and go live within 14 days.

  4. Step 4: Run and improve

    A specialist keeps the data clean, tunes the automations and adds reports as your questions change.

QUESTIONS

Common questions.

Do I need to switch CRM?

Not necessarily. If your current one fits, we improve it. If it does not, we recommend one of the five we work with and explain why.

What happens to my existing contacts?

We import them, remove duplicates and tidy the fields. We check the result with you before the new setup goes live.

How do you get my team to use it?

We keep the setup simple, make it save them time from the first day, and train them on their real daily tasks.

Can it connect to my other tools?

Yes. We link it to your forms, calendar, email and other tools, using Zapier, Make or n8n where needed.

MORE FROM 313MENT

Other services that work alongside this one.

THE FREE PROTOTYPE

Your free prototype is one message away.

A working version of your system, built around your business before you spend a cent.

Message us to start

NO COST · NO COMMITMENT