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CRM Setup

Leads are spread across inboxes, WhatsApp, spreadsheets and people's phones.

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The problem

What usually goes wrong

Leads are spread across inboxes, WhatsApp, spreadsheets and people's phones.

What we do

How NXT helps

We structure the lead pipeline, customer records and follow-up process so opportunities are easier to manage.

What you receive

  • Pipeline design
  • CRM fields
  • Lead stages
  • Activity workflow
  • Reporting setup
How we work

Audit. Plan. Execute. Measure.

We first understand what is happening now, then confirm the scope, assign an account manager, carry out the work and report on what changed.

How quickly can we start?

Timing depends on the scope and information we need from your team. We confirm the start plan after the first consultation.

Is this a monthly service?

Some work is ongoing and some can be one-off. We recommend the structure that fits the job rather than forcing every service into the same contract.

Will I get reports?

Yes. Reporting and account management are part of the working model.

Next step

Want us to look at this with you?

Tell us what is happening and we will respond within 24 hours.