Service
CRM Implementation
Most launches do not lose money on media. They lose it between the enquiry and the first call.
What it is
Salesforce, HubSpot or Zoho implementation tuned for property sales: routing, WhatsApp, nurture journeys and dashboards.
Who it is for
Developers and brokerages whose lead volume has outgrown spreadsheets and inboxes.
Deliverables
- CRM selection and configuration
- Lead routing to sales teams and brokers
- WhatsApp and telephony integration
- Automated nurture journeys
- Pipeline and attribution dashboards
- Sales-team training and adoption support
Our approach
01
Map
The real sales process, not the one on the org chart.
02
Build
Configuration, integrations and data hygiene rules.
03
Train
Hands-on sessions with the people who log the calls.
04
Report
Dashboards leadership actually opens on a Monday.
KPIs we track
- Speed to first contact
- Contact rate per lead source
- Pipeline conversion by stage
- CRM adoption by the sales team
Questions
- Which CRM should we choose?
- It depends on team size, budget and integration needs. We advise before we implement.
- Can you migrate our existing data?
- Yes, including de-duplication and consent mapping.
- Does WhatsApp integrate properly?
- Yes, through official business APIs so conversations are logged against the record.
- How long is a typical implementation?
- Four to eight weeks depending on integrations and data condition.
- Do you support us after go-live?
- Yes, with an agreed optimisation period and admin training.
Next step
Launching a project? Let's plan it together.
Tell us about the scheme and we will come back with a view on positioning, budget and timing.