Customer tracker (CRM)
Every lead, quote, and client in one place, instead of scattered across chat threads.
A customer tracker keeps every lead and client in one place, with their history attached. When someone asks what was quoted or promised, the answer is in the record, not buried in a chat thread.
Is this you?
- Inquiries arrive through Messenger, email, calls, and walk-ins
- More than one person answers them, and things slip between people
- Nobody is sure which quotes were sent or followed up
What's included
- One list of leads and clients, with the stages your business really uses
- Notes, quotes, and files kept with each contact
- Clear ownership, so every lead has someone responsible for it
- Access set by role, so each person sees what they need
When it's worth it
Worth it once inquiries arrive from more than one place, or more than one person answers them. Before that, a shared inbox is fine.
How we'd work it out
We map how an inquiry actually travels through the business today, then build the tracker around that path instead of forcing a generic sales pipeline onto it.
- 01 Listen
- 02 Diagnose
- 03 Decide
- 04 Build
Not sure it's the right fix?
That is what the first conversation is for. No charge and nothing to commit to. We usually reply within a day.
Book a free consultation