Overview
A CRM is only useful if it matches how your business actually works. We configure your CRM with custom fields for your industry, lead source tracking so you know which marketing is working, pipeline stages that mirror your actual sales process, and automated task reminders so no follow-up gets forgotten.
Custom Pipeline
Pipeline stages that match your sales process: lead, contacted, quoted, won, lost. Every lead has a clear status. Nothing falls into a black hole.
Lead Source Tracking
Know exactly where each lead came from: Google search, Facebook ad, referral, walk-in, or phone call. Invest more in what works, cut what does not.
Task & Reminders
Automated reminders for follow-ups, proposal deadlines, and check-ins. Your team gets notified when it is time to act, not when they remember to look.
Team Handoff
Assign leads to the right team member based on service type, territory, or capacity. Clean handoffs with full context so customers never have to repeat themselves.
What You Get
- CRM platform selection and setup
- Custom fields per industry
- Pipeline stage configuration
- Lead source tracking
- Task automation rules
- Team assignment workflow
- Staff training session
Who This Is For
Businesses that track leads in spreadsheets or their head, teams that forget to follow up, and growing businesses that need to formalize their sales process.
Get Started
Every engagement begins with a free consultation to understand your specific needs. Contact us at ben@oakenai.tech to discuss your project.