CRM, Portals & Automation

The website is the front door. Behind it, leads need to reach the right person, customers and dealers need answers, and nobody should type the same information into three systems. We connect those pieces, and we will tell you when a simpler fix will do.

What it can include

  • CRM setup and workflow design
  • Lead capture, routing and follow-up rules
  • Customer and dealer portals
  • Application and inquiry flows
  • Internal dashboards and reports
  • Automation between the website, CRM and back office

Examples, not a fixed package. Each project includes what the business needs.

Problems it fixes

  • Leads sit in an inbox until someone remembers them.
  • The same information gets entered into several systems.
  • Customers and dealers call for things they could look up themselves.

What sets the scope

  • Which systems you use today and what they must keep doing
  • How many leads, accounts or users are involved
  • Who needs access to what
  • How much of the process should change

Live examples

Public websites that show this kind of work. Each one links to its case study.

Other services

Tell me what the business needs.

Every project is scoped to the business, so there are no packages to pick from. Send a few details and I will take it from there.