CRM systems
CRM consultancy for service businesses
Every enquiry followed up, every time
- One inbox
- Automatic follow-up
- Booking and reminders
A system built around how you take enquiries
A CRM keeps every call, form and message in one place, then follows each one up for you. As CRM consultants, we start by looking at how enquiries reach you now and where they get lost. Then we set up a system around that, so fewer jobs slip away.
Four signs your enquiries need a proper system
Sound familiar?
A CRM earns its place when enquiries arrive faster than anyone can keep track of them. These are the signs.
Nobody's sure who rang last week
The enquiry is in a text, a voicemail, an email and someone's head, and none of them agree. When the customer rings back, they get asked the same questions again.
Quotes go out and nobody chases them
The quote went out on Tuesday. It's nobody's job to ring on Friday, so nobody does, and the jobs that needed a nudge never happen.
There are three versions of the spreadsheet
One is on the office PC, one is on a phone and one was emailed to the accountant in March. None of them is right about everything.
You can't say how many enquiries came in last month
Or how many became jobs, or what they were worth. If that takes a day to work out, the system is the problem.
One place for everything
Calls, texts, emails and messages in one inbox
Enquiries come in by phone, text, email, website form and Facebook or Instagram message. Each one lands somewhere different, so things get missed.
The CRM brings them into one inbox. Your team can see every conversation with a customer and reply from one screen.
We set it all up for you and connect it to your phone number and website forms.
Where jobs slip away
Three points where work goes missing
A lot of lost work goes missing at one of three points. The CRM covers each one automatically.
- 01
Before you reply. A missed call gets an automatic text back with a link to book, so the customer doesn't ring the next business on the list.
- 02
After the quote. If a quote gets no reply, a follow-up message goes out, then a reminder for someone on your team to call.
- 03
After the job. The customer gets a thank-you, a request for a Google review and a reminder when the next service is due.
How it works
From first call to a system your team uses
- 1
The demo
We show you the CRM working and answer your questions about cost and what it can do. If it isn't a fit for your business, we'll say so.
- 2
The map
We talk to whoever answers the phone and books the jobs. We write down where each enquiry lands, who handles it and where it stalls. You sign that off before anything is set up.
- 3
The setup
Pipeline stages, follow-ups, booking, reminders and review requests, all set up to match the map. Your existing contacts can come across too.
- 4
Training
We show everyone who'll use it how it works, with real enquiries. You also get short video guides to come back to.
- 5
The first month
We keep an eye on how it's used and change anything that isn't working. Then your report shows how many enquiries came in and how many became jobs.
Included
What every CRM setup includes
- A map of how your enquiries move, signed off by you before anything is set up.
- One inbox for calls, texts, emails, website forms and social messages.
- A pipeline showing every enquiry, from first contact to booked job.
- Automatic follow-ups, missed-call text back, online booking with reminders, and review requests.
- A monthly report on enquiries, booked jobs and what they were worth, taken from the CRM itself.
Google reviews · From our clients · 4.9 stars from 28 Google reviews
What businesses say about working with us
“Diligent marketers who know their stuff when it comes to paid media. I highly recommend anyone with an online business speaks to the guys at Goliath.”
Nick R.
Source Wood Floors
Client reviews · click one to feature it
Who sets up your CRM
Our CRM consultancy work is done in-house, by our own team in Manchester.
- CRM and automations manager maps how your enquiries move, then sets up the CRM, follow-ups and automations.
- Web developer connects your website forms and booking pages.
- Account manager is your main contact and sends your monthly report.
Recommended by the businesses we work with
A lot of our work comes from referrals. If a business you know sent you, tell us who.
"Great team to work with. Me and my business partner took the leap from full time work to self employed, and Goliath have been with us every step of the way." Chris, CJL Car Keys
FAQs
CRM questions we get asked before we start
Book a demo
See how a CRM would work for your business
Book a demo and we'll show you the CRM working. Tell us how enquiries reach you now, and we'll follow up with a free quote.
Your data stays in your business's name.