A CRM your team trusts, because someone keeps it honest.
Lead routing, pipeline hygiene, SLA enforcement, counsellor and rep enablement, and the integrations that keep every system telling the same story.
What changes when our team owns it
Marketing spend is wasted quietly inside the CRM: leads unassigned, stages that mean different things to different people, and follow-ups that nobody notices were missed.
Our operations specialists own the plumbing — routing, scoring, SLAs, reporting definitions and integrations — so the pipeline number in the review is one everyone believes.
Included in the retainer
Lead routing
Round-robin or rule-based assignment by programme, region or source.
SLA enforcement
Response-time rules, escalation and daily exception lists.
Pipeline hygiene
Stage definitions, duplicate management and dormant-lead cleanup.
Team enablement
Onboarding, call scripts, objection handling and dashboard training.
Integrations
SIS, ERP, payment gateway, contact centre and existing CRM connections.
Reporting definitions
One agreed meaning for qualified, application, demo and won.
The working rhythm
Month 1
Pipeline, routing and SLA rules configured.
Weekly
Exception lists and hygiene passes.
Monthly
Team productivity review with your sales lead.
Visibility, every week
- Response-time complianceby counsellor or rep
- Funnel conversionstage to stage, with the leaks named
- Data qualityduplicates, blanks and stale records
- Team productivityactivity against outcomes
Hand this over to our team.
Tell us the objective and the budget. We will come back with a scope, a plan and the numbers we expect to move.