Technology

CRM Setup That Puts Every Lead in One Place

When leads live in different inboxes and phones, opportunities slip away. We set up a CRM and pipeline so every lead is tracked and followed up.

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CRM Setup That Puts Every Lead in One Place

The problem

What usually goes wrong

Leads are spread across inboxes, WhatsApp, spreadsheets and people's phones. Nobody can see the full pipeline, and follow-ups depend on memory.

What we do

How NXT helps

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

Pipeline design

sales stages that match how your customers actually buy.

CRM fields

the customer and deal information your team needs to capture.

Lead stages

clear rules for moving leads from new to won or lost.

Activity workflow

reminders, tasks and automated follow-ups.

Reporting setup

dashboards showing pipeline value, conversion rates and team activity.

How we work

Four clear steps from problem to progress.

Every engagement follows the same four steps, so you always know what is happening and who is responsible.

Understand the current situation

We review what is already in place, what is working and where opportunities are being lost.

Confirm the scope

You receive a clear written scope with deliverables, timelines and the results we will report on.

Assign an account manager

One named person owns your account, coordinates the team and is your single point of contact.

Deliver and report

We carry out the work and report on what changed, in plain language, with recommendations for the next step.

Questions before you start

Frequently asked questions

Clear answers about timing, scope, reporting and how the service works.

How quickly can we start?

Discovery can start right away. Most CRM set-ups are ready in a timeframe confirmed after discovery and scoping.

Is this a monthly service?

The set-up is a project. Ongoing CRM administration and support are available monthly.

Will I get reports?

Yes. The CRM itself becomes your live reporting tool, and we train your team to use it.

Ready to take the next step?

Tell us what is happening in your business.

We will respond within 24 hours with practical next steps. Not sure where to start? Begin with a free audit.