12Service

CRM Setup & Integration

CRM setup for managing leads, customers, sales pipelines, follow-ups, tasks, and team communication from one central system.

The problem it solves

Leads slip through the cracks when they're spread across inboxes, notebooks, and people's heads, so follow-ups get forgotten and sales are lost.

Example use case

A new enquiry drops straight into your pipeline, gets assigned to the right person, and triggers reminders until it's won or closed.

The business result

Nothing gets forgotten, your team sees the full picture, and more leads turn into paying customers.

We set up and connect a CRM so every lead, client, and follow-up lives in one organised place.

Frequently asked

Questions about CRM Setup

Yes. We can configure and tidy up a CRM you already use, or recommend one if you don't have it yet.

Let's build it

Tell us what you want to improve.

We'll review your workflow, website, or online presence and suggest the simplest solution — in plain language, with no pressure.

makdotsystems@gmail.com