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Service 02 — CRMCRM means “Customer Relationship Management” — but in plain words, it is one book for every customer: who they are, what they asked, what you promised, and what happens next. We choose the right tool for your size, load your existing contacts into it, and train your team until using it is simply how the day runs.
Not software features — the everyday outcomes your office gets from it.
One file per person or organization: every call, visit, note and promise, in order, with a name you can search by.
“Call back Friday at 4” becomes a scheduled task. The system nags your staff — politely — so promises keep themselves.
Who is new, who you’ve talked to, who you’ve promised something, who said yes — one screen, always current.
Nothing important lives inside one person’s head. When they take leave, the book knows everything.
How many came in, how many were closed, who is chasing what. You see the business, not the spreadsheet.
We sit with your team, train in their words, and record the sessions — so new joiners can rewatch and catch up in an hour.
Three of the places we set it up most.
Every inquiry and registration tracked — who asked, what was sent, when they follow up. Nothing slips through between terms.
Visits, callbacks and “please contact me again” notes in one place — so the right person follows up, on time, every time.
Leads, repeat customers and pending promises — one book instead of five sticky notes and a diary that three people write in.
Open-source or commercial — we compare options against your size, budget and workflow, and document why we chose what we chose.
Excel, CSV, even photographed registers. We clean them, merge duplicates, and load them in — row by row checked.
Hands-on sessions in your own words. Screens show “New enquiry” and “Follow up”, not feature names from a manual.
Week one, we’re beside the team. Then monthly: what moved, what stalled, what the next month should look like.
Tell us how many customers and enquiries you handle a month. We’ll come back with the right-sized setup — in writing.