The sales system
Every lead in one pipeline, nothing slipping through the cracks
A CRM and sales pipeline set up around how your business actually sells, so the right follow-up happens at the right time, every time.
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A CRM (customer relationship management) system is where every lead, conversation, and deal lives once someone raises their hand. Without one, enquiries sit in inboxes, follow-up depends on whoever remembers, and you cannot see what is in the pipeline or where deals stall.
I build the CRM around how your team already sells, rather than forcing the team to bend around the software. That means mapping your real stages, the points where deals go cold, and the few actions that move a deal forward. The result is a pipeline a salesperson opens on a Monday and knows what to do, plus a clean record that feeds your reporting instead of fighting it.
What you get
- A CRM configured with your real sales stages, deal values, and the fields your team actually uses, with the clutter stripped out
- Pipelines split by how you sell (new business, renewals, referrals) so each one has its own logic and follow-up rhythm
- Lead capture wired in from your forms, ads, and landing pages so contacts land in the CRM automatically, already tagged by source
- Automated tasks and reminders so no enquiry sits untouched and every deal has a clear next step and owner
- Email and WhatsApp connected to the contact record, so the full history of a conversation lives in one place
- A short written playbook and a working session so your team uses the system the same way from day one
How I do it
- 01
Map how you actually sell
I walk through a real deal from first enquiry to closed, naming the stages, the drop-off points, and who owns each step, before touching any software.
- 02
Set up the pipeline
I configure the CRM to match that map: stages, fields, lead sources, and the automations that create tasks and reminders, keeping it lean so people use it.
- 03
Connect the inputs
I link your forms, paid media, and landing pages so new leads flow in tagged by source, and connect email and WhatsApp so conversations log themselves.
- 04
Hand it over and embed it
I run a working session with whoever uses it, leave a one-page playbook, and stay close for the first weeks to fix friction while the habit forms.
A few tools I’ve already built
Quick examples you can try right now, to show the kind of thing I make. When your business needs something specific, I build it custom.
Speed-to-Lead Responder
A new enquiry gets answered, qualified, and booked within seconds, before it goes cold, then written into whatever you already use.
Support Chat Agent
An AI agent that answers the repeat questions, books appointments, and hands off to a human when it should.
Valuation Enquiry Responder
Turns a home-valuation form into an instant estimate range and a warm reply that books the in-person appraisal.
What it does for the business
You get a clear, live view of every deal in motion and a system that nudges the right follow-up at the right moment instead of relying on memory. Leads stop falling through the cracks, salespeople spend their time selling, and you can see which sources and stages actually produce revenue. A clean CRM also makes your reporting trustworthy.
The stack I use here
- HubSpot
- Twenty
- n8n
- GA4
- Looker Studio
- Next.js
- Supabase
- Claude
Common questions
Usually yes, and it is the more common problem. Most abandoned CRMs are over-complicated, set up to mirror the software's defaults rather than how the team sells. I strip it back to the stages and fields people will genuinely use, fix the automation and lead capture, then re-train the team. A full rebuild is the exception.
It depends on your size, budget, and whether you sell mostly by email or by WhatsApp and phone. HubSpot suits teams wanting a mature all-in-one tool. Twenty is a strong, lower-cost option. I recommend based on your situation, not a vendor relationship, and will tell you if the one you already pay for is fine.
Directly. The CRM is where leads from your paid media and landing pages end up, so when lead capture and routing feed it cleanly, your attribution and reporting can tie spend all the way through to closed revenue. Set up well, it becomes the single record that tells you what your marketing is actually worth.
Want this for your business?
Tell me where you want more customers. I read every message myself and come back to you, usually within a day.