Solution · CRM & follow-up
No customer slips through the cracks anymore.
Every request, quote and file in one place. The system reminds you who to follow up with, and your customers track their own file.
What it does
CRM & follow-up, this is how it works.
Leads with source and status
See where each request comes from, who's following up and how quickly it was answered.
Automatic follow-up
A reminder when a quote has been open too long.
Customer portal
Customers upload documents and track their file in a secure environment.
Insight
Which channels bring in customers? You see it broken down by source.
New
Follow up
Won
In practice
CRM, client portal and smart tools
Leads with source and follow-up, a secure client portal for summonses, and a fine calculator that generates enquiries.
View the Traffic fine lawyer case
Frequently asked questions
Questions about CRM & follow-up.
Why not a standard CRM?
A standard CRM often forces you into a way of working that isn't yours. We build around how you work, and keep it simple.
Can I transfer my existing customer list?
Yes, we transfer existing customers and requests at the start.
What does it cost?
We build every system to measure. After a free 30-minute analysis, you get a fixed price, split into phases. You start with what delivers the most, then expand once it pays off.
Free system analysis
How many quotes are currently open for you?
Tell us how you work today. In 30 minutes, we'll show you what this system can do for your business.
Loading available times
Read more
This goes well with it too.
Website that generates enquiries
Getting visitors but few enquiries? Here's how we build a website that turns visitors into quote requests, site visits and appointments.
View →Route planning
Route planning and site follow-up for construction and service companies: daily routes per team, site reports and hours on the phone.
View →Custom apps
Custom apps and web applications that save your business time and money and give you more control, built around how you work.
View →