We are a consulting service for small businesses who are ready for a CRM (Customer Relationship Management) system.
You’ll know when you’re ready for a system when you are struggling to keep track of your leads, always searching for contact’s information, have multiple deals in your sales funnel, find yourself manually repeating steps in your process, and/or finding that things are falling through the cracks. We help solve this problem by finding and implementing a system that will keep you organized so you can focus on turning those leads into customers!
We start with learning about your business, your sales process, your goals, your pain points and how you like to view data. We then talk about what systems would suit you best based on what we’ve talked about. From there, we can get you setup and your system customized so you can hit the ground running!