CentriWebEvery customer, quote and job in one place.
A CRM set up around how you sell, so you always know who has enquired, what has been quoted and what needs doing next.
Running the business from an inbox means things slip.
Nobody is careless. There is just too much to keep in your head.
Details in five places
Contacts in a phone, quotes in email, notes in someone's head.
Quotes nobody owns
A quote goes out and nobody is sure whose job it is to follow it up.
No clear picture
You cannot see what is waiting on a decision, or where enquiries come from.
One record for every customer, seen by the whole team.
A CRM brings it together, so nothing slips and anyone on the team can pick up where someone else left off.
We set it up around your actual sales process, not a generic one.
- Contacts and full customer history
- A sales pipeline that matches how you sell
- Quotes and proposals tracked to a yes or no
- Tasks and reminders for the team
- Client portals where they help
A CRM your team will actually use.
Pipeline set-up
Stages that match how your sales really move, from first enquiry to signed job.
Quotes and proposals
Every quote tracked, so you know what is waiting on a decision.
Tasks and reminders
The next step on every deal, assigned to the right person.
Training and handover
Short guides and walk-throughs so the team knows how to use it.
The CRM is where everything else reports to.
Website enquiries arrive in it. Follow-up runs from it. Bookings, payments and reviews update it. When the CRM is the centre, you see the whole picture without opening five tools.
- Website forms create contacts automatically
- Follow-up sequences run from the pipeline
- Bookings and payments recorded on the contact
- Reports on where enquiries come from
From first call to a working system.
Map
We map how enquiries come in and how a sale moves today.
Set up
We build the pipeline, fields, forms and templates.
Connect
We connect your website, calendar, email and payments.
Train and support
We train the team and adjust it as you use it.
What you can count on.
Before we start
We map how you sell today.
- How enquiries come in and how a sale moves, mapped
- A written scope and price
- Your existing contacts reviewed for import
While we build
Set up around your process.
- Pipeline stages you approve
- Contacts and the history that matters moved across
- Forms, calendar and email connected and tested
After launch
The team actually uses it.
- Short guides and a walk-through for the team
- Adjustments as you start using it
- Support when something does not fit
Common questions.
Do we have to change how we sell?
No. We set the CRM up around your process. If a step is costing you jobs, we will point it out.
We already pay for a CRM. Do we have to switch?
Often not. We can set up the one you have properly. If it cannot do what you need, we will say so and explain the options.
Can you move our existing contacts across?
Yes. We import your contacts and the history that matters.
Will the team need training?
We keep it simple and provide short guides, plus a walk-through for the team.
Where to go next.
Services that connect
Related guides. Practical, plain English.
Talk to us about CRM. We will tell you what we would build first.
What happens next
- Book a 30 minute callPick a time that suits you.
- We map how the business runsWhat you use today, and where time goes.
- You get a planWhat we'd build first, and what it involves.