Rueil-Malmaison · Paris · Paris region
CRM optimisation for small and medium businesses in Paris: every quote chased, every appointment reminder sent
Your CRM exists, but it serves as an address book: quotes go out without being chased, records stop at the first stage, and nobody looks at the dashboard. We rework the stages, we write the automatic email follow-ups and the appointment reminders, and we build a dashboard you can read in a minute.
- On your current CRM, without changing tool
- Follow-ups by email, stopped at the first reply
- A fixed price in writing before we start
First conversation free · No commitment · Reply within 24 hours
- clients supported
- 150+
- from 14 reviews
- 4.5/5
- of review on your real CRM account
- 1 day
Your follow-ups, this week
What you open every morning, in a minute
- Quotes with no reply
- 5
- to chase today
- Reply rate to follow-ups
- 38 %
- over 30 days
- Follow-ups sent
- 12
- this week, by email
- Appointment reminders
- 4
- the day before, by email
Sequence running: example quote
Example- Day 0Quote sent
- Day 3Follow-up 1
- Day 7Follow-up 2today
- Day 14Follow-up 3
- Day 30Closed
Next appointment remindertomorrow, by email
Free calculator
How many enquiries do you lose every month?
Enter your own figures: enquiries received, share answered within 24 hours, share chased, conversion rate, average order value. The calculator does the multiplication and shows what the enquiries that are never chased add up to. No market statistics, only your data.
- The number of enquiries waiting more than 24 hours, and those that are never chased
- What those enquiries represent a month and a year, with your average order value
- The full report by email, with the 20 automations ranked by time saved as a bonus
Your figures, nothing else
The calculation uses no market statistics: only what you type in. Immediate result, no email needed.
Forms, calls, messages, quote requests
On the enquiries you do answer
What we see
A CRM in place and still quotes with no reply: why?
Three situations we find in almost every business that already has a CRM. None of them is a question of willingness: what is missing is the rules and the automations.
Quotes go out, nobody chases them
The quote is duly recorded in the CRM. After that, chasing it means remembering at the right moment, without sounding pushy: in practice the card sits at “Quote sent” for months.
The team stops filling in records
Too many stages, too many fields, and nothing in return: typing into the CRM brings nothing back to the person typing. Records stop at the first stage and the tool becomes an address book.
Automations never switched on, or badly set up
Your CRM can send a follow-up, remind someone of an appointment, flag a record that has stopped moving. Those functions are asleep, or running with default wording that sounds nothing like you.
What you get
What does optimising a CRM actually include?
Six deliverables, present in every optimisation quote. On your current tool, going live one family of automations at a time.
A leaner pipeline
The stages your team actually uses, each with one condition for leaving it, and the pointless fields removed.
Quote follow-ups by email
On day 3, then over several weeks, different wording in each message, stopped at the first reply, and a way to ask us to stop.
Appointment reminders
A confirmation when the slot is booked, a reminder the day before by email, and a write-up task after the meeting.
Internal alerts
A new enquiry, a record untouched for seven days, a next action overdue: the right person told, without watching the tool.
The morning dashboard
Quotes with no reply, follow-ups sent, replies received, records with no action, what each channel brought in. One minute a day.
Written rules and a log
Every automation documented: trigger, action, stop. A log of what went out, to whom, and why.
Is your database clogged with duplicates and dead contacts? Start with the CRM clean-up: duplicates, dead contacts, data up to date. No CRM at all yet? See the CRM set-up: the full install. And to hand the writing of replies and follow-ups to Claude, Anthropic's AI: AI integration: automate with Claude.
Our method
How do we optimise your CRM without breaking what already works?
We start by taking away what serves no purpose, then we switch the automations on one family at a time, reading the emails that would have gone out before putting them live.
You always speak to the same person, from the review to the monthly support.
Day 1
Étape 1 : A one-day review
On site or remotely: what is filled in in your CRM, what is not, how many quotes get no reply, where enquiries arrive, what your tool can automate. We look at the real account, not a demonstration.
Within 24 hours
Étape 2 : A written plan and a fixed price
You receive the stages to rework, the fields to remove or add, the list of automations with their trigger rule, the dashboard we plan to build, and a fixed price. You can stop there.
The following weeks
Étape 3 : Settings, follow-ups, dashboard
A leaner pipeline, required fields by stage, follow-up sequences written with you and tested on old enquiries, appointment reminders, internal alerts, a dashboard. We go live step by step, one family of automations at a time.
Every month, if you want it
Étape 4 : Optional monthly support
We read back through what has moved in the pipeline, we cut the follow-ups that bring nothing, we adjust the wording and we add the next automation. Never imposed, and you can stop whenever you like.
What it costs
How much does CRM optimisation with automatic follow-ups cost?
No public price list, because no two CRMs are set up the same way or connected to the same tools. Each step does have a fixed price, in writing before we start, and you can stop after the review.
- A one-day review
- Fixed pricegiven within 24 hours of your enquiry; you can stop there, the plan is yours to keep
- Optimisation: stages, follow-ups, reminders, dashboard
- On requestfixed price and lead time in writing after the review, before you commit to anything
- Monthly support
- Optionaloffered with the quote, never imposed, and you can stop whenever you like
- Your CRM subscription
- Paid to the providerat its public price, on your current account, which does not change
What is included
- The written plan from the review: stages to rework, fields to remove, automations with their trigger rule
- The wording of the follow-ups and reminders, written with you, in your tone of voice, and tested on old enquiries
- The morning dashboard and, if you want it, the Monday summary by email
- Documentation for every automation and a log of what went out
- A hands-on session for your team and a single point of contact
A written quote, approved before you commit to anything. Your CRM subscription stays billed by its provider, separately.
Straight answers
Your questions about CRM optimisation
A neglected CRM, the follow-ups, the risk of annoying people, the tool, the dashboard, the price: we answer straight.
My CRM is in place but nobody uses it: can that be fixed?
In most cases yes, and without changing tool. The causes are almost always the same: too many stages or too many fields, no written rule on what has to be filled in, no automatic follow-up, and therefore no visible benefit for the people doing the typing. The one-day review looks at what is actually filled in, what is not, and why. The plan takes away what serves no purpose before it adds anything.
Which follow-ups do you automate?
Email follow-ups on a quote that has had no reply (on day 3, then over several weeks, with different wording each time), the acknowledgement of a new enquiry, the appointment reminder the day before, the internal alert when a record has not moved, and getting back in touch on a set date after a sale. Every sequence stops as soon as the person replies. We do not offer SMS or WhatsApp: email is enough, and it stays under your control.
Will automatic follow-ups not annoy my prospects?
They annoy people when they are repetitive, badly targeted or impossible to stop. We write the wording with you, in your tone of voice, with something new in each message; the sequence is limited in time, stops at the first reply, and every email offers a simple way to ask us to stop. We test everything on old enquiries before going live, reading the emails that would have gone out.
Do I have to change CRM to optimise it?
No. We work on the tool you have: HubSpot, Salesforce, Pipedrive, Zoho CRM, Brevo, Sellsy, Axonaut, monday CRM or another one. If your tool cannot support a useful automation, we say so during the review, with the simplest solution, and never a change of tool for the sake of it.
What does the dashboard you set up contain?
What you open every morning in a minute: the quotes with no reply to chase today, the follow-ups that went out, the replies received, the appointments reminded, the records with no next action, and what each channel brought in. No twenty-page report: a handful of figures taken from your own CRM, readable in a minute, and a summary by email on Monday if you want one.
How much does it cost to optimise a CRM?
The one-day review has its own fixed price, given within 24 hours of your enquiry; you can stop there, the plan is yours to keep. The optimisation itself is quoted after the review: fixed price and lead time in writing before you commit to anything, depending on the number of automations and connections. Your CRM subscription does not change and stays payable to its provider.
Our other pillars
The CRM follows up on enquiries, the other three pillars bring them in
A website that receives the enquiries, advertising that brings them in, and visibility on Google and in the AI tools.
- 01
Website creation
A website that brings in enquiries, not just a shop window
Brochure site, e-commerce, landing page, redesign or web app, delivered in two weeks.
Landing page €490, brochure site €890
Website creation in Rueil-Malmaison and Paris - 02
Online advertising
Campaigns that cost less than they bring in
Google Ads, Meta Ads (Facebook, Instagram), TikTok, Pinterest and LinkedIn Ads.
On request
Google Ads, Meta Ads and social ads agency in Paris - 03
SEO and AI visibility
Be found on Google, and quoted by AI
Organic search, local SEO (Google Business Profile, customer reviews) and visibility in ChatGPT, Perplexity and Google AI Overviews.
From €500 a month
SEO agency in Rueil-Malmaison and Paris: organic, local, AI
Guides for doing it yourself
Articles on the subject
How do you optimise your contact form to generate more qualified leads?
70% of visitors abandon contact forms that are too long or badly built. 5 UX rules, calls to action that make people act and the reassurance to put alongside them: the practical levers for doubling your form completion rate.
Read the article
What is a brochure website and what is it for?
A full definition of the brochure website, how it differs from an e-commerce site, what it should contain, what it costs and which businesses it suits best.
Read the article
Why does your business need a website in 2026?
97% of customers look a business up on Google before they call. Without a website, you do not exist for them. Here is why a website is essential in 2026, and how to get started without overspending.
Read the articleLet us talk about your CRM
Tell us where your CRM stands and we reply within 24 hours
Two steps, two minutes. We tell you whether a review makes sense for you, and at what fixed price.
Your CRM, today:
No contact details asked for at this step.
One day to find out what your CRM could do on its own
Book 30 minutes with the founder: we tell you whether a review of your CRM makes sense in your case.