Sales funnel and CRM

That depends on your process. Some systems are simpler for a small sales team, others tie marketing and sales more closely, and some, like Bitrix24, add tasks, an intranet and chat alongside the CRM. Vendors change their prices and plans, so we compare them on current terms and base the choice on how you really sell.

Do not send them newsletters or text messages, as electronic marketing generally requires the recipient to agree beforehand. We help split the list into contacts with documented consent, existing customers and everyone else, and prepare the technical side of a campaign to collect consent afresh. The legal view is for your lawyer or data protection officer.

Start by finding out what exactly gets in their way. Usually it is pointless fields, typing the same data twice, or getting nothing back from the system. Orders from above achieve little; simplification and automatic reminders achieve a lot.

Not necessarily. Some firms already pay for a CRM and use only a small part of it. In that case rebuilding the stages and integrations in the current tool is often enough, and switching platforms only makes sense once it genuinely holds sales back.