CRM & Client Systems
A CRM and client system that follows your work.
We set up a CRM and client system that follows the stages you already use. Clients can see their own work, and the correspondence stays on the client record. There is no fee for each additional person.
Problem
Client history is spread across email and notes, and the CRM charges a fee for each additional person.
What you get
01
Client access
A client can see the work that belongs to them, without a login to your internal tools.
02
Pipeline management
The pipeline uses the stages you already work with. A job moves forward when the work does, rather than when a template requires it.
03
Communication history
Emails, notes, and decisions are kept on the client record, so the next person does not have to search an inbox.
04
No fee per person
The system belongs to you. Adding a person does not add a license fee.
An example
A client asks for an update
When a client asks what happened last week, the note, the email, and the current stage are on their record. They can open their own view of the work. You do not buy another user license for that.
What you gain
Built around your process
You do not have to change the way you work to fit someone else's pipeline.
History stays with the client
The next person can read what was discussed without asking a colleague.
How it works
01
Define the process
We start with one working session on the stages you use, what a client should be able to see, and what must remain on the record.
02
Set up in your account
The system is set up in your account, and you can export it.
03
A weekly review
If you want it maintained, we review once a week what changed in the pipeline and what clients can now see.
Common questions
Who owns it?
You do. It is held in your account, and you can export it.
Is there a fee per person?
No. Adding a person does not add a license fee.
Can a client see their work?
Yes. A client can see their own work. They cannot see anyone else's.