The customer
Name, number, email, company, and how to reach the person who actually answers.
Swann
CRM and customer database: one place, every customer
A CRM is one place where your customers and the work you do for them are recorded.
Who they are, what they asked for, what you quoted, what happened next. Today that might be a spreadsheet and an inbox, and for one person that is often enough. It starts to cost you when a second person needs to know what was said last week.
What it holds
What was said
Enquiries, replies and notes, filed against the customer instead of sitting in one person's inbox.
What you quoted
Every quote and its amount, and whether it was won, lost or never answered.
Where each one is up to
Your own stages, named the way your team names them.
The same week, twice
Without one
- What was said to a customer lives in whoever answered
- Quote status is a question asked across the office
- Follow-ups happen from memory, or not at all
- A person on leave takes their pipeline with them
With one
- Anyone opens the record and reads what happened last
- Every quote carries won, lost or gone quiet
- The next step is written on the record, with a date
- Leave changes nothing the record does not already know
What we do
Choose a tool for your size
Sometimes the free tier of a CRM you have heard of. Sometimes a structured sheet. We say which and why first.
Set it up around the way you work
Your stages, your names for them, the fields you will actually fill in.
Move your contacts in
From the spreadsheet, the inbox or the system you are leaving. The original file stays untouched.
Connect the ways in
Your website form and your inbox, so an enquiry becomes a record without retyping.
Train on your own customers
One session with your team, on real records. They ask their questions while we are there.
We do not sell licences and nothing we recommend pays us a commission. If a spreadsheet is still the right answer, we say so and connect it instead.
After delivery
- The CRM is yoursAccounts open in your business name, with you as the owner. It stays yours if we stop working together.
- Licences are paid directAny licence goes from you to the vendor. We are not in the middle, and a free tier stays free.
- No subscription on the CRM itselfYou pay us monthly only when we run agents or connections attached to it.
- Nothing you will not useFields nobody fills in are the reason teams go back to the old spreadsheet, so we do not set them up.
Pricing
| What | Cost |
|---|---|
| The first conversation: one call, our homework, a written solution and a price | No charge |
| The setup | On quote |
| The software licence, if the tool you pick has one | Paid by you, direct to the vendor |
What moves the price: how many contacts come across and how messy they are, how many stages your sales process really has, and whether we connect your website form and your inbox. The number is in the proposal before anything starts.
The numbers, in one place
- Setup is on quote. The number is in the proposal before anything starts, and the first conversation costs nothing.
Questions
Questions
Not always. If you are the only person who speaks to customers, a well built sheet is cheaper and quicker, and we will say so. Once a second person needs to know what was said, one shared place starts paying for itself in the follow-ups nobody currently owns.
Whichever fits your size. Often the free tier of a CRM you have heard of. Sometimes a structured sheet, when that covers it. We sell no licences, so the recommendation earns us nothing either way, and you get the reasons in writing before we start.
That depends on how much extra typing it creates, which is a design decision rather than a training problem. We connect the website form and the inbox so records fill themselves in, we cut every field nobody fills, and we sit with each person on their own customers.
Only if we run something for you. Agents and connections we look after sit on our infrastructure and carry a subscription. The CRM does not. It is in your name, on your billing, and you can carry on without us.
The next step
Book 30 minutes with us.
We look at where your customer details live today, even if that is a sheet and an inbox, and help you get started. The first call is free.
Or email [email protected]. The first call is free.