A simple CRM, set up for you, with automated email follow-ups: no more forgotten quotes, no more appointments without a reminder.
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The price depends on how many contacts need importing, how many stages and follow-ups need automating, and how many forms need connecting. We quote the setup at a fixed price after a 30-minute conversation, with no commitment. Monthly support is optional.
As soon as you forget to follow up a quote, yes. A CRM is not there to store contacts, it is there to stop an enquiry going unanswered. At ten enquiries a month, one well-set automated follow-up often brings in two or three extra customers a quarter.
The one you will actually use. For a sole trader or a small team, a simple free CRM is often enough; Pipedrive or HubSpot when several people are selling. We have no partnership that influences the choice.
Not when they are spaced out, short and personal: a reminder after three days, another after ten, then an offer to meet. It is silence that loses quotes, not polite reminders.
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