Your pipeline
Stages that match how you sell, from new enquiry to won or lost, so you see at a glance who needs what next.
CRM setup, by request
A CRM set up around how you sell, then handed over to you
ResultGrid Digital puts every enquiry, follow-up and customer in one place, instead of chat threads and notebooks. Your CRM is set up on your own account and handed over to you. We keep no access unless you invite us.
Available by request. Ask about it in your free audit. We share the price once we understand how you sell.
What it does
One place for every enquiry and every follow-up
Your contacts, cleaned
Your existing contacts imported from a sheet, tidied, and checked for duplicates.
Follow-up reminders
A reminder for every follow-up, so a warm customer is not forgotten in a busy week.
Leads flow in by themselves
Enquiries from your website form and ads go straight into the CRM, with no copying by hand.
Simple reports
A weekly view of your pipeline: what came in, what moved forward and what was lost.
Why by request?
We are finishing a repeatable install and handover process, so every CRM is set up the same careful way. Until then we take CRM work by request.
Your data, your CRM
Handed over, not held
- Your CRM runs on your own account, separate from every other client.
- You get the admin login. Our own access is removed at handover.
- Backups are set up before we hand over.
- You pay hosting directly, and you know the cost before you decide.
- For a later change, you invite us for that change only.
Who it is for
A good fit if
- Enquiries live in Messenger, WhatsApp and notebooks, and some get lost.
- More than one person talks to customers and nobody sees the full picture.
- You want to know which ads and pages bring customers who actually buy.
What it can include
Sized to your team
Can include
- Users for you and your team.
- Pipeline stages built around how you sell.
- Custom fields for what you need to track.
- Automatic reminders for every follow-up.
- Website form and ad leads flowing in.
- A weekly pipeline report.
- Training for you and your team, with a written guide.
Not included
- CRM hosting or subscription fees.
- WhatsApp Business API fees.
- Typing in old records by hand.
The exact users, stages, fields and price go into a written scope before you decide anything. Automation can connect the CRM to your other tools.
Questions
Common questions about CRM setup
Why is CRM setup by request?
We are finishing a repeatable install and handover process, so every CRM is set up the same careful way. Until then we take CRM work by request. Ask about it in your free audit.
Who owns the data?
You do. Your CRM is set up on your own account and handed over to you. We keep no access unless you invite us.
Who pays for hosting?
You do, directly. We tell you the expected running cost before you decide, and it is written into your scope.
What if I need a change later?
Invite us for that change, and we quote it before doing it. Our access ends when the work is done.
Tell us how you sell today
Mention CRM in your free audit request. We reply within 24 hours.