CRM and follow-up systems your sales team will actually use
We set up CRM pipelines, mostly in Zoho CRM and Odoo, that capture every lead from ads, website, WhatsApp and calls. Each lead gets an owner, a stage and a follow-up reminder, and managers see untouched leads after one working day. Most teams already pay for a CRM that simply isn't configured, so we start there.
This is the right fix when
- Leads live in spreadsheets, inboxes and personal WhatsApp chats.
- You have a CRM, but the team doesn't update it.
- Nobody can tell you how many leads were never contacted.
- Managers can't see follow-up activity without asking.
It isn't, when
- You have one salesperson and fewer than a handful of leads a week. A shared sheet may be enough for now.
Not sure which applies?
That's what the free Lead Leak Audit is for. We look at your last 30 days of leads and tell you where the biggest leak is, even if it's not something we sell.
What we do
- Requirements review: your stages, your team, your sale
- Lead-source capture from ads, website, WhatsApp and calls
- Pipeline stages: Lead, Contacted, Qualified, Won, Lost (with reasons)
- Automatic assignment and ownership rules
- Follow-up reminders, lead-ageing and missed-follow-up alerts
- Lead-to-customer reports for managers
- Team training and a one-page usage guide
What we measure
Every engagement reports these numbers, from your own data.
| Metric | What it tells you |
|---|---|
| Speed-to-lead | Time from enquiry to first real contact |
| Untouched leads | Leads with no logged contact after one working day |
| Stage conversion | Lead → Contacted → Qualified → Won, by source |
| Lost reasons | Why deals were lost, counted |
Questions
Further reading: how to measure your speed-to-lead in 15 minutes.
Which CRMs do you work with?
Mostly Zoho CRM and Odoo, which suit many GCC SMEs. If you already use another CRM, we'll review it in the audit and tell you honestly whether we're the right people to configure it.
Do we need to buy a new CRM?
Often not. Many teams already pay for a CRM that isn't set up well. We start by fixing what you have.
Can WhatsApp conversations go into the CRM?
It depends on your CRM and WhatsApp Business setup. We confirm what's possible in your stack before promising it.
Often paired with
| Meta & Google ads | We plan, build and run Meta and Google campaigns that are judged on qualified leads and sales. The ad platforms learn from your real outcomes, so budget moves towards the people who buy. |
| Qualified lead generation | A full inbox of the wrong people costs more than an empty one. We design campaigns, forms and qualifying questions so the leads that reach your team are worth calling. |
| Tracking & attribution | If the ad platforms only see form fills, they find more people who fill forms. We connect your website, CRM and ad accounts so they learn which leads turned into customers. |
See where your leads are leaking.
Send us your last 30 days of leads. Within 48 hours we show you where they were lost and what to fix first. It costs nothing and you keep the findings.
We reply within one working day. Monday to Friday, 9:00 to 18:00 Gulf Standard Time.