Website enquiry
Discuss requirements
Assigned to your team
02 / Business systems
A CRM built around your business.
Your branding. Your workflow. One clear place to manage the next step. We build standalone CRM systems tailored to how your business actually works.
Plan my CRMA conversation first. A clear scope next.
The thinking behind it
Fits your business. Connects to your website.
Keep the website you already have, or commission a new one alongside your CRM. We map your enquiry sources, team roles and sales process, then create the workspace and connections you need.
Your business, your workspace
Every opportunity, in view.
Your stages and next actions, organised around the way you win work.
Illustrative workflow. Your CRM is tailored to your business.YYour businessWorkspace
Your pipeline
OverviewNew enquiryWebsite
In conversationFollow-up
Project brief
Prepare proposal
Assigned to your team
Ready to beginProject
Approved project
Confirm next steps
Assigned to your team
Built around your needs
What we can bring together.
The final scope follows your goals, current setup and priorities.
- 01Your own branded workspace
- 02Lead capture from existing websites and forms
- 03Pipeline stages tailored to your sales process
- 04Contact records and a clear activity history
- 05Team access and role-based permissions
- 06Connected inbox and follow-up workflows
- 07Booking, calendar and reporting connections
- 08Deployment, handover and operating documentation
A good place to start when
01Enquiries are spread across inboxes, forms and spreadsheets.
02Your team needs a shared view of who is doing what.
03A generic CRM makes your process more complicated.
A few useful answers
Before we begin.
01Do we need a new website?
No. The CRM is a standalone system that can connect to your current website. We assess your forms, platform and available integrations before agreeing the connection.
02Is this a generic template with our logo?
The branding, fields, pipeline stages and features are tailored to your business. We start with your real process and agree what the first release needs to do.
03Can it grow with us?
Yes. The first release can focus on your essential workflow, with additional integrations and features scoped as your needs develop. Hosting, service costs and ongoing support are agreed as part of the project.
Let’s make it happen
Make your workflow your own.
Tell us what you have in mind. We’ll help you shape a clear plan for your website, systems and growth.
Start a conversationOr email admin@takeoffseo.com