CRM setup
Most CRMs ask you to change how you work. If your business tracks jobs, trucks, subcontractors or properties rather than a tidy sales pipeline, the template will fight you. We set one up around what you actually do.
Whether you already have a CRM or need something built from the ground up, the question is the same: does it match how the business actually runs? A field service company and a consultancy both need a CRM, and they need almost nothing in common.
We start by learning how work moves through your business day to day. Then we either configure what you have, connect it to the tools around it, or build the parts that do not exist.
Where a job starts, who touches it, what has to be recorded, and where that information is needed later.
Sometimes the answer is configuring a platform you already pay for. Sometimes the right tool does not exist and we build it.
Your CRM should not be an island. We wire it to the other tools so nobody is copying data between systems.
We stay close to what we build so it keeps working as the business grows.
The categories below come up most often. What yours tracks depends entirely on how you operate.
01
The full life of a job, from the first inquiry through scheduling, the work itself, and what it cost to do. Useful when the unit of work is a job rather than a sale.
02
What you have, where it is, and what left with which crew. This matters when stock moves around on vehicles rather than sitting in one place.
03
Who is assigned to what, what they have logged, and what is owed. Useful when the workforce is mobile or partly subcontracted.
04
The parts a conventional CRM is good at, set up so the numbers mean something rather than being a field somebody forgets to fill in.
Most of our best projects started with someone who just knew something was not working right.
Thirty minutes, and we come prepared. We will cover:
No commitment, no pitch.
Tell us what you are working on. We reply within one business day.