CRM and lead tracking

CRM Setup and Lead Tracking for Businesses in the UK and Worldwide

Stop losing enquiries in inboxes, notebooks and phone call logs. We set up a simple CRM that collects every lead from your website, phone, WhatsApp, email and ads in one place, reminds your team to follow up and shows where your best customers come from. We work with small businesses across the UK and worldwide.

What is a CRM?

A CRM (customer relationship management system) is a shared place to keep your enquiries, customers and conversations. Each lead has a record with their details, what they asked for, where they came from and what happens next.

For a small business, the main benefit is simple: no enquiry gets forgotten. Everyone can see who needs a reply, a quote or a follow-up call, and you can see which marketing actually brings in work.

What we set up

Our CRM and lead tracking services

Lead capture from every channel

Website forms, WhatsApp, email, calls and ad leads sent automatically into your CRM.

Sales pipeline

Clear stages such as new, contacted, quoted, won and lost, so you can see every opportunity at a glance.

Automatic follow-ups

Reminders for your team and automatic follow-up emails or messages when a lead goes quiet.

Lead source tracking

See whether leads came from Google, ads, social media or referrals, so you spend money where it works.

Quotes and customer records

Keep quotes, notes and conversations with each customer, so anyone on the team can pick up where someone else left off.

Data import and clean-up

Move contacts from spreadsheets, email and old systems into the CRM, without duplicates.

Choosing a CRM

How to choose the right CRM for a small business

Start simple. A CRM your team actually uses beats a powerful one nobody opens. We set up only the fields and stages you need.
Check it connects. It should accept leads from your website forms and work with your email, calendar and messaging tools.
Look at the real cost. Many CRMs charge per user and per feature. We compare the cost at your team size, now and in a year.
Make it mobile. If your team works on site or on the move, they need a good mobile app.
Look after customer data. Under UK GDPR you need a lawful basis for keeping personal data, a clear privacy notice and a plan for deleting old records you no longer need.

We are not tied to one CRM brand. We recommend the one that fits your business and budget, then set it up and connect it.

Who it is for

Is a CRM right for your business?

A CRM suits any business that gets enquiries and turns them into quotes or bookings: trades, agencies, consultants, clinics, property businesses, B2B services and event venues.

Enquiries come in through several channels
Leads are tracked in spreadsheets, notebooks or inboxes
Quotes are sent but rarely followed up
More than one person handles enquiries
You do not know which marketing brings in customers

How it works

How we set up your CRM

Free consultation

We map how enquiries come in and what happens to them today.

Choose and design

We recommend a CRM and design simple stages and fields around your sales process.

Connect and import

We connect your forms and channels, import your existing contacts and set up follow-ups.

Train and refine

We train your team and adjust the set-up after a few weeks of real use.

FAQs

CRM questions answered

Do I need a CRM if I am a small business?

If you get more enquiries than you can comfortably track in your head, a simple CRM helps. It makes sure every lead gets a reply and follow-up, which often matters more than getting more leads.

Which CRM do you use?

We are not tied to one CRM. We recommend the system that fits your size, budget and the tools you already use, then set it up for you.

Can my website forms send leads straight to the CRM?

Yes. We connect your website forms, and where possible your WhatsApp, email and ad leads, so new enquiries appear in the CRM automatically.

Is customer data safe in a CRM?

A reputable CRM stores data securely, but you are still responsible for using it properly under UK GDPR. We set up access permissions and help you plan how long you keep data.

How much does CRM set-up cost?

It depends on the CRM, the number of users, the channels to connect and how much data needs importing. We give you a clear quote after a free consultation. See how we price projects.

Related services

Talk to us about a CRM for your business

Tell us how enquiries reach you today. We will recommend a simple CRM set-up and give you a clear quote after a free consultation.