From an inquiry to a next step

CRM implementation for small business enquiries and follow-up

Your industry has its own questions, customer records and next steps. We configure your Lead CRM around that workflow, connecting agreed inquiries from your website, Front Desk and phone to a responsible person.

$500One-time implementation
Starting scope shown below

Tell us what you need. We agree on the scope before starting.

Lead CRM

Take the next action

For inquiries that are getting lost between messages, inboxes, spreadsheets and follow-up calls.

Lead CRM · living workbench

A conversation. Captured. Ready for your team.

Six examples from hundreds of small-business types we can automate.

Live conversation

Demo

Customer

Can I book a colour appointment with Mia?

Front Desk

What day and time would suit you?

Customer

Thursday afternoon, please.

Website chat · illustrative conversation

CRM — Case file

Awaiting confirmation

Service
Stylist
Preferred time

ParsingStoringRouting

Match the service, stylist and preferred time. Reception confirms availability.

Next ownerSalon reception

Illustrative workflow.
Additional integrations scoped separately.

Illustrative. Integrations scoped separately. Human review. No real sends.

The scope, in plain language

What we set up together.

Starting implementation

One lead pipeline with standard contact, service, source, status, and notes fields
One owner workflow with email notification
Website, chat, and voice lead handoff
Follow-up history for the primary lead path

Additional scope

Data migration, multiple pipelines, team roles, or dashboards
Custom automation, accounting, or document integrations
SiteLedger connection beyond the standard handoff

Hosting, domains and provider usage are separate where applicable. The written scope confirms the exact work, responsibilities and timing.

Before we start

A few useful answers.

Do I need CRM from day one?

Not always. CRM becomes useful when inquiries are slipping between inboxes, texts, spreadsheets or team members. Start with the need that matters now.

What is included in the starting scope?

One focused lead pipeline, standard contact, service, source, status and notes fields, one owner workflow, an email notification and follow-up history for the primary lead path.

Can you migrate data or connect other tools?

Data migration, multiple pipelines, team roles, dashboards, custom automation, accounting and document integrations are separately scoped.

Can CRM connect to SiteLedger?

The connection can be scoped around your customer and project workflow. SiteLedger implementation and connections beyond the standard handoff are separate work.

Connect what you need

The next piece, when it makes sense.

These services are optional. Choose one to see the work it covers.

Website

For a new business website or a redesign that connects customer questions, phone enquiries and appointments to your team.

~~$3,000~~ · −50%$1,499 one-time implementation

Front Desk

For an owner who works with customers and also handles the first questions, calls and booking requests.

SiteLedger

For construction, trades, property and field-service teams that need structured field information and a clear project picture.

Let’s map it to your business.

Start with the customer or team workflow you want to improve.