Wavy GlobalsCRM selection
Honest advice on which platform suits your size, budget and the tools you already use.
CRM Solutions
A CRM keeps your enquiries, customers and follow-ups in one place. We help you choose the right platform, set it up for how your business sells, connect it to your website and marketing, and train your team to use it.
Overview
Leads scattered across inboxes, spreadsheets and phone notes get forgotten. A customer relationship management (CRM) system brings them together so every enquiry is tracked from first contact to sale.
We set up platforms like HubSpot, Zoho and GoHighLevel around your actual sales process, connect them to your website forms and ad campaigns, and automate the follow-ups your team keeps meaning to send.
What's included
Honest advice on which platform suits your size, budget and the tools you already use.
Pipelines, deal stages, custom fields and user permissions that match how you sell.
Importing contacts and deals from spreadsheets or an old system, cleaned and de-duplicated.
Connecting website forms, email, calendars, Meta and Google lead ads, and accounting software.
Automatic follow-up emails, reminders, task assignment and lead notifications.
Hands-on training for your team and ongoing help as your process changes.
Book a free, no-obligation consultation. We'll look at where you are now and recommend the best next step.
How it works
We map your sales process from enquiry to sale.
The CRM is configured, and your data is imported.
Forms, email and ads are linked, and automations built.
Your team is trained, and we support the rollout.
FAQ
It depends on your team size, budget and existing tools. HubSpot, Zoho and GoHighLevel suit most small businesses. We'll recommend one after understanding your process.
No. CRM licences are paid directly to the provider in your business name. Our setup fee is separate and agreed up front.
Yes. We import contacts and deals from spreadsheets or your old system, and clean up duplicates along the way.
A straightforward setup can be done within a few weeks. Your proposal includes a timeline based on the integrations you need.
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