Can website leads come into the CRM automatically?

Digital Services

CRM Software Setup

Track every lead, follow-up and sale in one place with a CRM set up for your business.

TimelineBased on scope

AuthorityCoverTax Digital Team

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Overview Who Needs It Benefits Included Process FAQs

Overview

What is CRM Software?

A CRM keeps your leads, customers and sales pipeline organised. We set up and customise CRM software for your sales process, with integrations to your website, WhatsApp and email.

Eligibility

Who Needs CRM Software?

Sales teams
Businesses losing track of leads

Benefits

Advantages of CRM Software

No missed follow-ups

Reminders and tasks.

Sales visibility

Pipeline reports.

Deliverables

What's Included

What you get

CRM setup and customisation
Lead source integrations
User training
Reports and dashboards

Process

How We Get It Done

1
Process mapping
Sales stages defined.
2
Setup
CRM configured.
3
Training
Team onboarded.

Estimated timelineBased on scope

FAQs

Frequently Asked Questions

Yes. Website forms, ads and WhatsApp can be connected.

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