CRM setup for small business in Thane. Every enquiry gets an owner.
Calls, forms and WhatsApp land in one list. Each enquiry gets a name and a dated next step.
Calls, forms and WhatsApp in one list, each with a name and a dated next step.
- 01All in one placeCalls, forms and WhatsApp.
- 02A named ownerOne name on every enquiry.
- 03A dated next stepWritten down, not remembered.
Sound familiar.
Today an enquiry lives in four places. Each one works on its own, and nobody sees them all.
Sound familiar.
Today an enquiry lives in four places.
From a search to a follow-up someone owns.
One WhatsApp enquiry for a kitchen, Monday 9:40. The same week, twice.
From a search to a follow-up someone owns.
One WhatsApp enquiry, Monday 9:40. The same week, twice.
Seven steps, in this order.
- 01TRACETrace one enquiry, agree scopeFrom first search to follow-up. Scope and cost in writing.
- 02ROUTESCalls, forms, WhatsApp in one CRMYour own CRM, or a simple one. Where the platforms allow.
- 03STAGESA stage for every enquiryFour to start: New, Quoted, Waiting, Closed.
- 04OWNERSOne owner, one dated next stepOne name per enquiry. The next step written down.
- 05ALERTSAlerts and today’s follow-upsThe owner gets an alert when a new one lands.
- 06IMPORTImport, then test every routeExisting enquiries go in, cleaned first. Then a test through each route.
- 07HANDOVERTeach your team to move one onIncluding what to do when an enquiry has no owner.
Four stages. One owner.
Seven steps, in this order.
- 01TRACETrace one enquiry, agree scope
- 02ROUTESCalls, forms, WhatsApp in one CRM
- 03STAGESA stage for every enquiry
- 04OWNERSOne owner, one dated next step
- 05ALERTSAlerts and today’s follow-ups
- 06IMPORTImport, then test every route
- 07HANDOVERTeach your team to move one on
What you get.
The handover. Seven things, and the last one only if you want it.
What you get.
Your CRM consultant in Thane.
Questions.
Still unsure? Call +91 77108 94943
What is lead management for a small business?
It means knowing three things about every enquiry: where it is, who owns it and what happens next. I set up a CRM so every call, form and WhatsApp enquiry has all three.
Do I need a CRM at all?
Sometimes the answer is no. I work with small service businesses whose enquiries come in from more than one place, where nobody sees them all at once. If nothing is broken, I say so. Read: Do I actually need a CRM for a small business?
Which CRM, and does it work with WhatsApp?
The one you already use, or a simple one if you have none. Calls, website forms and WhatsApp feed it where the platforms allow. Before handover I send a test enquiry through every route.
What does it cost?
The first lead audit is free. After it, I write down what I’ll set up, what I’ll leave alone and what it costs, and agree it with you before any work starts.
How long does it take?
It depends on your starting point and what the audit finds. What I’ll set up is agreed in writing before work starts, and every route is tested before handover.
Do you guarantee more enquiries or sales?
No. I don’t sell leads, and I work on the enquiries you already get. What I report is what the platforms recorded, not confirmed sales.
Can you manage the CRM after setup?
Yes, as a monthly option. You get CRM setup and management from one person: I test every route, list the open enquiries with no owner or next step, and send a short report. Scope and length go in writing before the first month starts.
When don’t I need you?
When your team keeps stages and next steps up to date without being chased, you don’t need the monthly, and I’ll say so at handover. If your enquiry follow-up is mostly on WhatsApp and you don’t want a CRM yet, start here: WhatsApp and follow-up systems.
Do you work outside Thane?
Yes. I’m based in Thane, working with businesses across Thane, Navi Mumbai and Mumbai.
Every enquiry gets an owner. Then a next step.
I trace one real enquiry from first search to follow-up, and show you where it stops.
Monday to Saturday, 10:00 to 19:00.Tell me how enquiries reach you. I’ll trace one.
Fields marked * are required.Enquiry received.
Got it. I'll call or WhatsApp you within 5 minutes (Mon to Sat, 10 to 7). Outside those hours, by 10:30 the next working morning.
Need it sooner? Call +91 77108 94943.
Message on WhatsApp ↗First lead audit is free. Details used only to reply. Privacy
Every enquiry gets an owner. Then a next step.
Tell me how enquiries reach you. I’ll trace one.
Enquiry received.
Got it. I'll call or WhatsApp you within 5 minutes (Mon to Sat, 10 to 7). Outside those hours, by 10:30 the next working morning.
Need it sooner? Call +91 77108 94943.
Message on WhatsApp ↗First lead audit is free. Details used only to reply. Privacy
Mon to Sat, 10:00 to 19:00