CRM Setup and Customer Relationship Management

• Requirements and platform selection: We review your sales stages, user roles and integration needs, considering licence, setup and maintenance costs together.
• Setup and permissions: Our team configures record fields, sales stages and user access around your workflow.
• Data migration: Our team cleans existing records, reviews duplicates and maps fields. We validate sample records before migration.
• Channel connections: Our team builds the agreed web form, WhatsApp, phone and advertising connections, testing whether source information reaches the CRM record.
• Automation and email: Our team configures lead assignment, follow-up tasks and communication workflows. MAILMACHINE prepares the email package; our team handles sending system setup.
• Reporting: We assess enquiries, opportunities, quotes and sales separately. Our data analytics service supports source and sales reporting.
• Training and handover: Our team provides role-specific training for sales representatives, managers and marketing staff, and monitors adoption issues after handover.

Our team agrees definitions for new enquiries, qualified leads, quotes, won sales and lost sales with you. Each stage has an owner, transition criteria and a follow-up task. You can then examine the conversations that took place between a form submission and a sale.

The CRM holds relationship history; marketing automation uses those records to trigger tasks or communications. For example, our team builds workflows to remove someone discussing a quote from a general introduction series and move them to onboarding information after a sale. We plan the transfer of suitable sales records to advertising systems through offline conversion setup.

AI-supported CRM work

Where data and platform capabilities allow, our team includes lead scoring, segmentation and follow-up priority suggestions in the CRM work. Your sales team assesses suggestions against actual conversations and sales, and decides when to contact customers. These are not MAILMACHINE capabilities; the engine prepares email packages without AI. Our AI-supported digital marketing agency page explains the wider approach.

Consent and data access

Our team includes communication permission records, retention arrangements and user access in the setup plan. We apply the data and consent conditions defined by your business to automation scenarios. Passing technical package checks does not establish permission to contact a recipient; the audience and sending decision are assessed separately.

Discovery and design

We review your current system, customer records and sales team's working practices. Together we agree on platform selection, data fields, sales stages and approval responsibilities. Access and data requirements inform the work schedule.

Setup, migration and testing

Our team builds the approved CRM structure and connections, then imports the cleaned data. We trace test records from channel entry through assignment, quotes and sales outcomes. For workflows involving email, we check the MAILMACHINE package separately and test audience and trigger conditions in the sending system.

Training, handover and follow-up

We run practical training using sample records and agree on system and support responsibilities. After handover, we review pending tasks, incomplete records and automation issues. Changes in follow-up practices are assessed separately from sales and revenue results.

• A proposal that separates platform licences, setup, integration, migration and support makes costs easier to assess.
• Account ownership, administrator access and responsibility for data export when the engagement ends should be documented.
• A sample test record should show the enquiry source, assigned person, follow-up task and sales outcome together.
• Email preparation, recipient permission checks and approval to send should have distinct owners.
• The training plan and support after handover should address your team's daily work.