Custom CRM
Custom CRM: customer management and sales follow-up
Calls, messages and quotes are recorded in each customer's file, and the follow-up status is visible to the whole team.
The system is designed around your sales process, and ownership of the code and data is yours from handover.
Scope of work
Service components
- 01
Customer records
Calls, messages, quotes and purchase history for each customer are kept in a single record.
- 02
Sales pipeline
The status of each lead, from first contact to contract, is shown across the pipeline stages.
- 03
Follow-up reminders
Next-call dates and quote deadlines are reminded automatically.
- 04
Automatic lead capture
Website forms, calls, and Telegram and WhatsApp messages go straight into the CRM.
- 05
Automatic SMS and messages
Order confirmations, appointment reminders and post-purchase messages are sent automatically.
- 06
Sales and team reports
Monthly sales figures, leads by source and the performance of each team member.
- 07
Role-based access
Each employee's access is limited to the customers and sections relevant to their role.
Results after launch
Every lead recorded
Every request is recorded and assigned to a team member.
Follow-up on time
Customers are contacted at the scheduled time.
Sales analysis
Sales sources and the stages where customers drop off are identified.
Data ownership
Customer data is stored on your own server and is not held by a third-party service.
Workflow
Implementation
- 01
Understanding how you sell
The customer journey from first contact to purchase is reviewed with your sales team.
- 02
Plan and agreement
Screens, pipeline stages and integrations are written down and approved before work starts.
- 03
Built in stages
Customer records and the pipeline are implemented first, followed by reminders and reports; each stage is usable on delivery.
- 04
Data migration and integrations
The customer list is migrated from Excel, and the website, SMS and messengers are connected.
- 05
Training and support
Team training, handover of the code and all access, and support for later changes.
Technologies and tools
- Sales pipeline
- Customer records
- Automatic reminders
- SMS
- Telegram and WhatsApp
- Website and WooCommerce integration
- Sales reports
Questions
Common questions
With an off-the-shelf CRM, the sales process has to be adapted to the software. A custom CRM is built around your sales process, has no monthly subscription and keeps data on your server.
Yes. Your customer list and existing history are migrated into the CRM before launch.
Integration with the website, WooCommerce store, SMS and messengers is supported. Accounting software can be connected if it provides an API or file export; this is assessed before the project begins.
Yes. The CRM is web-based and accessible from a mobile browser.
The timeline depends on the scope. A written schedule is provided after the discovery stage, and the first version is delivered before the full project is complete.
For other questions, contact a LIDTAK specialist.
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