Do your emails reach the inbox
SPF, DKIM, DMARC, BIMI and sender reputation, with the DNS records to change. A CRM that sends into spam closes nothing.
Email auditCRM systems that start where your leads arrive
We set up and build CRM systems for small and mid-size businesses: one place for leads, customers, quotes and follow-ups. A CRM depends on your forms and your email, so we start with a €19 audit of them, then quote the CRM in writing.
01 / What you get
What a CRM project includes
Whether we configure an existing CRM or build one, the proposal covers these parts.
Your sales steps mapped
From first contact to invoice, written down the way your team actually works.
Pipeline and records
Stages, contact records, tasks and reminders set up for those steps.
Forms feeding it directly
Site forms create records, so no enquiry waits in someone's inbox.
Email that arrives
SPF, DKIM and DMARC configured so quotes and follow-ups reach the inbox.
Your existing contacts
Imported from spreadsheets or an old tool, cleaned as agreed in the scope.
Training and notes
A walkthrough for your team and written notes on how the CRM is set up.
02 / Evidence
Which audit to order before a CRM
A CRM only holds what reaches it. These two audits show what gets lost on the way.
Where enquiries get lost
Forms, calls to action and mobile steps that drop people before they ever become a lead.
Conversion audit
03 / How it runs
From audit to a CRM your team uses
Each step ends with something you approve: a map, a proposal, a working setup.
Audit of forms and email
Evidence on how leads reach you today.
Sales process map
Stages, people and the information each step needs.
Written proposal
Configure or build, integrations, import, price and schedule.
Setup and import
Pipeline, forms and email connected, contacts imported and checked.
Training and go-live
Your team works in the CRM; we stay on hand for the first questions.
04 / Questions
Before you ask for a CRM quote
Do you build a custom CRM or set up an existing one?
Either. The proposal says which one fits your process and why, based on the map we make with you.
How much does a CRM project cost?
There is no public price list. It depends on users, integrations and the data to import, and it is quoted in writing.
Can you move our contacts from spreadsheets?
Yes, as part of the agreed scope, including cleaning duplicates and fields that do not match.
See what your CRM would miss today
Order the Email or Conversion audit first. If you already know what you need, ask for a CRM quote.