Tech Services
CRM
Customer relationship management built for teams that sell in the field: capture a lead, assign it, track every follow-up, and see what the pipeline actually contains rather than what was last remembered.
What you get
- Lead capture from web forms, calls and imports
- Assignment rules by territory or product
- Follow-up reminders with a full activity history
- Pipeline stages you define yourself
- Mobile access for field staff
- Conversion reporting by source and by agent
How it works
- 1Define the pipelineYour stages, named as your team already names them. A generic pipeline is the main reason field staff stop updating a CRM.
- 2Set assignment rulesLeads route by territory or product automatically, so nothing sits unassigned waiting for someone to notice it.
- 3Connect the sourcesWeb forms, calls and imports feed in directly rather than being retyped.
- 4Roll out to the fieldMobile access first, because a CRM that only works at a desk is a CRM that gets updated at the end of the week from memory.
FAQ
About crm
Our field staff will not update it. What is different here?
Mobile-first access and pipeline stages named the way your team already talks. Most CRM abandonment comes from asking a salesperson to log in at a desk and translate their day into someone else's vocabulary.
Can we import our existing leads?
Yes, including history, so the pipeline is populated on day one. Starting from an empty CRM is another reliable way to get it abandoned in the first fortnight.