CRM systems
Keep customer relationships and next steps in view.
Enquiries, conversation notes and follow-ups belong together. I develop custom CRM solutions or connect your existing CRM to your website and other applications, based on how you sell and support your customers.
Discuss your project Explore the focus areasWhen the next step is buried in an email.
- Customer information is spread across inboxes, spreadsheets and personal notes.
- It is unclear who owns an enquiry and what should happen next.
- Manual transfers and extra lists fill gaps in your existing CRM.
Possible applications
Bring structure to customer relationships.
A CRM should support everyday work. We define the information and steps your team actually needs.
Contacts & history
Bring companies, contacts, notes and related activities together. Roles determine who may access and update information.
Enquiries & sales
Represent leads, opportunities, stages, responsibilities and follow-ups. Suitable CRM automation can create tasks and keep the next action visible.
Connections & automation
Connect website forms, email or calendars where the available interfaces allow it, and automate recurring tasks selectively.
Concept example
From initial interest to an open quotation.
A kitchen showroom receives enquiries through its website and by phone. Conversation notes currently sit in individual inboxes. The CRM brings together the contact, requested consultation and quotation. The person responsible sees what was discussed and when a follow-up is due. A colleague can also follow the history when covering for them.
- 01
Bring contact details together
The website enquiry and information from phone calls are linked to the customer.
- 02
Record the consultation
The person responsible adds preferences, conversation notes and the next agreed appointment.
- 03
Follow up the quotation
The team sees the open quotation and planned follow-up, even when a colleague takes over.
Working together
Shape the CRM around your daily work.
The process follows your workflows and existing tools. We agree the first features, introduction and ongoing support in advance.
- 01
Understand the workflow
We trace an enquiry through to a quotation, identifying the information needed, responsibilities and current sources of follow-up questions.
- 02
Agree the solution and interface
I assess your current CRM, a standard product or a custom application. We align fields, views and next steps with your needs.
- 03
Build and review together
I implement the agreed features and integrations. Using typical records, we review usability and workflows as agreed to check how they fit your work.
- 04
Prepare introduction
Data imports, guidance and possible support are agreed during planning. At introduction, the agreed data and workflows are checked and the handover is completed.
Good to know
Common questions
Existing CRM, data imports and integrations: key questions before getting started.
What determines the scope?
A useful project scope starts with your workflows, existing data and the first result you want to achieve.
- Contact and activity data
- Sales stages and user roles
- Existing CRM and interfaces
- Data quality and import
- Automation and reporting
Does this require a new CRM?
No. If a standard product fits your needs, configuring, extending or connecting it may be more suitable. The choice follows an assessment of your workflows and systems.
Can existing contacts be imported?
This depends on export options, data quality and required fields. Mappings, duplicate records and validation are addressed before the import.
Can the website connect directly?
Enquiries can reach the CRM through a suitable interface. The information transferred and the people receiving it are agreed in advance.
How are introduction and ongoing support arranged?
We agree in advance which data to import, the documentation and guidance you need and who handles ongoing maintenance. Access rights and responsibilities form part of planning. Further features and technical support are agreed to suit your needs.
Your customer management
Where do you lose track of customer enquiries?
Tell me how you manage contacts and quotations today and what makes it difficult. We can find a useful starting point together, even without a finished concept.
Discuss your project