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Digital Services

CRM Software Setup

Track every lead, follow-up and sale in one place with a CRM set up for your business.

TimelineBased on scope
AuthorityCoverTax Digital Team
Expert call in 30 minMon – Sat, 9:30 – 7:00

Get CRM Software Done

Free consultation with a qualified expert. We will call you within 30 minutes.

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Overview

What is CRM Software?

A CRM keeps your leads, customers and sales pipeline organised. We set up and customise CRM software for your sales process, with integrations to your website, WhatsApp and email.

Eligibility

Who Needs CRM Software?

  • Sales teams
  • Businesses losing track of leads
Benefits

Advantages of CRM Software

No missed follow-ups

Reminders and tasks.

Sales visibility

Pipeline reports.

Deliverables

What's Included

What you get

  • CRM setup and customisation
  • Lead source integrations
  • User training
  • Reports and dashboards
Process

How We Get It Done

  1. 1
    Process mapping

    Sales stages defined.

  2. 2
    Setup

    CRM configured.

  3. 3
    Training

    Team onboarded.

Estimated timelineBased on scope
FAQs

Frequently Asked Questions

Yes. Website forms, ads and WhatsApp can be connected.

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