CRM & Lead Engine
Lead capture, routing, scoring and nurture wired into one CRM so nothing sits unowned in an inbox.
A sales team working out of spreadsheets and phone memory. Most often real estate, where leads arrive from portals faster than anyone can log them.
Timeline
2–8 weeks
From kick-off to hand-over, once we have what we need from you.
Commitment
One project, one price
Fixed for the scope on this page. Anything added later is quoted and approved before it starts.
How we work
One named lead
The same person from the first call to hand-over, not a queue.
What you get
- Pipeline design: the stages your team actually uses, not the vendor defaults
- Lead capture wired from your website, your ad forms and your listing portals
- Assignment rules, so a new lead reaches a named person with an owner and a due time
- Follow-up automation: reminders, sequences and escalation on a stalled lead
- Migration of existing contacts, deduplicated, with a rollback copy kept
- Dashboards for source, stage, ageing and conversion
- Training for the team, recorded, plus a session for whoever owns it after us
What is not included
- Licence fees, which are paid to the vendor per user per month in your own account
- Telephony, WhatsApp Business and text-message charges
- Portal subscriptions such as listing sites and lead marketplaces
- Buying leads, or any guarantee of lead volume or quality
- Administration after hand-over. A retainer is quoted separately
Anything here can be added to a crm & lead engine engagement, quoted separately before it starts.
What we need from you
Projects run late for one reason far more than any other: waiting on something only you can provide. These are the ones that hold the clock.
- Your current contact list, in whatever shape it is in
- Administrator access to the system, the website forms and the ad accounts
- The stages a deal really passes through, described by a salesperson
- The routing rule: who gets a new lead, and how fast they must respond
- Two hours of the team's time for training
How it runs
You will see these exact stages update in your client portal as we progress.
Process Mapped
Stages, owners and SLAs defined.
CRM Configured
Pipelines, fields and routing built.
Sources Connected
Forms, ads and inbox wired in.
Team Trained
Documentation and training delivered.
Ready to start?
This one is priced to your situation — most of what we do needs a local filing agent, so we scope it rather than guess. Tell us the specifics and we come back with a fixed quote and a confirmed timeline, within one business day.
Not sure this is the right service? A paid expert call is credited against your order.
A fixed-scope project, not a filing
No authority is involved and there is no statutory fee. The price on this page buys the scope described on this page; anything added later is quoted separately and approved by you first. Your proposal and engagement letter are the binding documents.