Service
CRM Building
More bookings, less chasing.
In plain English
What it is
A CRM is simply one place that keeps track of every customer and enquiry, so nothing slips through the cracks.
We set it up around how your business already works, then automate the boring parts: follow-up messages, appointment reminders and review requests go out on their own.
Who it's for
- Businesses that lose track of enquiries across calls, texts, DMs and email
- Salons, clinics and services that run on appointments
- Teams who want to see where every lead is at a glance
- Owners who want more reviews without asking every customer by hand
What's included
What's included
- Custom CRM setup for your business
- Pipelines and lead stages that match how you sell
- Lead-capture forms that feed straight into the CRM
- WhatsApp follow-up flows
- Appointment reminders
- Automatic review requests
- Cleanup and import of your existing contacts
- Dashboards and simple reports
How it works
How CRM Building works
- 1
Map it out
We look at how enquiries reach you today and where they get lost.
- 2
Set up
We build your pipeline, forms and automations, and import your contacts.
- 3
Train
We show you and your team how to use it day to day.
- 4
Improve
We review what's working and fine-tune the follow-ups.
FAQ
Questions about CRM Building
Have a different question? See all FAQs or ask us on a free call.
Do I need to be good with computers to use a CRM?
No. We keep it simple, set it up for you, and train you on the few screens you'll actually use.
Can you bring in my existing customer list?
Yes. We clean up and import your existing contacts, as long as they're your own customers.
Can follow-ups go out on WhatsApp?
Yes. We can set up WhatsApp follow-up flows, plus text and email reminders, with an easy way for customers to opt out.
Works well with
Pairs nicely with
- Missed Call Text BackMissed a call? They get a text right away.
- AI Voice CallingStop losing customers to missed calls.
- Website BuildingA website that brings in enquiries.
Let's talk
Ready to get started? Let's talk.
Book a free 30-minute call, send us a message, or fill in the form. We'll get back to you during business hours.
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