Clean up and migrate
From Excel or your old system: duplicates out, fields in the right place, a trial run first and then the real thing. Your history comes with you.
Automation
A CRM system for your business.
A CRM that works the way your business works. Leads in your inbox, names in a spreadsheet, quotes in a folder. We build one system where your team can see what the next step is.
Every lead in one placeAutomated follow-upConnected to your site and your email
Answer five questions and see which services fit your business.
One customer, the full picture
Click a name and you know where you stand.
Customers
F
Jansen familyGutter leaking at the back
New- Where it stands
- Came in today via the site
- Next step
- Call to arrange an appointment
- Form submitted · 09:12
- Confirmation sent · 09:12
V
VvE ParkzichtStairwell painting, 4 floors
Quote- Where it stands
- Quote sent 3 days ago
- Next step
- Follow-up call: did it arrive?
- Site visit · Mon
- Quote sent · Tue
- Reminder for you · today
D
De Boer BVOffice maintenance contract
Follow up- Where it stands
- Waiting for the directors to approve
- Next step
- Call back on Friday
- Quote sent · last week
- Called: will get back to us · Mon
G
Garage WestNew workshop lighting
Customer- Where it stands
- Job booked for the 14th
- Next step
- Order materials
- Approval received · Tue
- Scheduled · Wed
M
Mrs PetersBathroom resealed
Customer- Where it stands
- Job done, invoice paid
- Next step
- Ask for a review in a week
- Completed · 2 weeks ago
- Invoice paid · last week
Off-the-shelf or bespoke
Configure where we can, build where we must.
Included
Five systems, depending on where your process gets stuck.
Sales CRM
Deals, stages, tasks and follow-up, with a view of what's coming in over the next few months.
- One list of stages everyone knows
- Tasks per colleague, per day
- An overview for whoever is in charge
Lead management
Leads come in automatically, are assessed and assigned, and the first follow-up is prepared.
- Straight from your form
- Straight to the right colleague
- A reminder when things go quiet
Customer portal
Your customer sees the status of their job, their documents and what they still need to do or approve.
- Status without phoning
- Documents in one place
- Approval in one click
Quoting system
From intake to pricing to quote, with follow-up until it's accepted.
- Pricing by your rules
- Quote in your brand style
- Follow-up until it's accepted
Custom CRM
Your own data, your own steps, your own roles and permissions, in an interface designed for your team.
- Your own terminology
- Roles: management, sales, marketing, service
- Connected to what you already have
Before and after
From scattered lists to one place.
Now
- Leads in a spreadsheet and in your inbox
- No owner per lead
- Following up from memory
- Chasing quotes by hand
- No reliable picture of what's coming
Soon
- Every lead lands with the right colleague
- One list of stages everyone knows
- Reminders at the right moment
- A summary for every customer
- An overview for whoever is in charge
Automatic follow-up
Less typing, faster follow-up.
- Conversation summarisedA phone call or a long email becomes a few lines on the customer record.
- Customer record updatedWhat was discussed is in there straight away. Nobody retypes it.
- Next step suggestedCall, send a quote or wait: the agent suggests, you choose.
- Alert when a deal stallsIf a deal sits still for too long, you get a nudge.
- Follow-up preparedThe reply or reminder is ready. You approve it before it goes out.
How we work
Seven steps, starting with how you work now.
01/ 07
Map
How does a lead come in, who follows up and where does it get stuck? We draw it out.
02/ 07
Plan the set-up
Which data, which stages, who can see what and what gets connected.
03/ 07
Build
We set it up or build it, in the words you use yourselves.
04/ 07
Connect
We connect your forms, calendar, email and accounting.
05/ 07
Moving
Your existing customers come across, cleaned up, so you don't start with an empty screen.
06/ 07
Onboard
We walk your team through it, with a short set of instructions per role, and one colleague becomes the administrator.
07/ 07
Improve
After a month we look at what's being used and what isn't, and adjust it.
Integrations
Connected to what you already use.
Your CRM
- Website and forms
- Calendar
- Phone system
- Accounting and invoicing
- Marketing tools
- AI agents
- Dashboards
Website, lead, CRM, follow-up, dashboard: one continuous line. We check in advance, system by system, which integrations are possible.
Data and privacy
Clean going in, safe once it's in.
Permissions per role
We set out in advance who can see and change which data.
No more than necessary
We only store what you use, with a log and backups, and we put the data agreements in writing.
Frequently asked questions
Frequently asked questions.
What is a CRM system?
A CRM system is where you keep all your customer information: who the customer is, what was discussed, which quote is outstanding and what the next step is. CRM stands for customer relationship management. It replaces the separate inbox, spreadsheet and folder, so your team sees in one place what needs to happen.
Which system do you use?
That depends on your business. We start with how you work, not with a package. You'll hear in advance what we choose and why.
Do you always build something new?
No. If an existing package fits, we set that up. We only build something bespoke where the package falls short.
Who can access which data?
Everyone only sees what they need. We store no more than necessary and record up front who can access what.
Can it be connected to my website?
Yes. An enquiry through your site then goes straight in, with everything the customer filled in.
Who owns the data?
You do. You can download your customer list as a file at any time.
Does my team need training?
No. We set it up around the way you already work and walk through it together once.
Does it work on my phone?
Yes. On a job you can look up a customer and add a note.
Will a new CRM fix messy data?
No. That's why we clean up first: duplicates out, fields in the right place, and agreements on who fills in what.
Do you always recommend the same package?
No. We don't earn anything from a package. We look at your process first and then choose.
What will I receive?
Your process mapped out, the system with stages, fields, automations and integrations, your data migrated, dashboards per role, a briefing for your team and documentation.
What do you need from me?
Your customer list as it is now, even if it's an Excel file. How an enquiry currently runs from start to finish. And who will be working with it.
Related services
Related services.
→Get started
Do you know how many leads were left sitting last month? Talk through your sales process with us.
Would you rather talk it through? Call +31 6 12 08 49 38. We respond within the hour.