CRM solutionsAll your customer contact in one place

We set up a CRM system or build one to fit. Contact details, quotes, conversations and follow-up then sit together, so everyone on your team knows where a customer stands.

Custom CRM

We build a CRM that fits the way you sell. Contacts, deals and conversations sit in one place, and routine work happens automatically.

What the CRM does for you

01

Contacts and leads

All your customers and leads in one place

  • + Customer profile with full history
  • + Lead scoring and ranking
  • + Automatic lead assignment
  • + Grouping contacts with tags
  • + Finding and merging duplicates
02

Sales pipeline

Overview of open deals and expected revenue

  • + Pipeline as a clear board
  • + Automatic actions per stage
  • + Revenue forecasts and reports
  • + Drafting quotes and proposals
  • + Analysis of won and lost deals
03

Customer contact

Email, messages and chat from one place

  • + Automated email campaigns
  • + SMS and WhatsApp integration
  • + Social media management
  • + Live chat and chatbots
  • + Full contact history
04

Reporting

Insight into sales and customer behaviour

  • + Up-to-date sales dashboards
  • + Customer behaviour analysis
  • + Measuring conversion and return
  • + Building your own reports
  • + Forecasts using AI

Automation and extra features

01

Automatic follow-up

Reminders, follow-ups and routine tasks run automatically, so nothing gets left behind.

02

Phone system integration

Calls are linked to the right customer, with recording if you want it.

03

Email integration

Sync with Outlook or Gmail. Emails are filed under the right customer automatically.

04

Calendar and tasks

Appointments and tasks in a shared calendar.

05

Customer service

Tickets and support requests tracked per customer.

06

CRM on mobile

Every feature also works on phone and tablet.

Integrations

We connect your CRM to the software you already use.

Marketing
  • + HubSpot
  • + Mailchimp
  • + Google Ads
  • + Facebook Ads
  • + LinkedIn Sales Navigator
E-commerce
  • + Shopify
  • + WooCommerce
  • + Magento
  • + PrestaShop
  • + Your own webshop
Communication
  • + Microsoft Teams
  • + Slack
  • + Zoom
  • + WhatsApp Business
  • + Twilio
Office software
  • + Office 365
  • + Google Workspace
  • + Calendly
  • + DocuSign
  • + Dropbox
Accounting
  • + QuickBooks
  • + Exact Online
  • + AFAS
  • + Sage
  • + Your own ERP system
Analytics
  • + Google Analytics
  • + Power BI
  • + Tableau
  • + Google Data Studio
  • + Your own dashboards

How a CRM project runs

A CRM only pays off when your team uses it. That is why we involve the users from the start.

  1. 01

    Analysis

    1-2 weeks

    We map out how you work today and what you need.

    Checking your data, mapping processes, talking to users

  2. 02

    Design

    2-3 weeks

    We decide how the CRM is set up and adapted.

    Working out workflows, fields and integrations

  3. 03

    Setup

    3-6 weeks

    We set up the system and move your data over.

    Setting up the CRM, importing data, testing, training users

  4. 04

    Go-live

    1-2 weeks

    We go live and support you through the first weeks.

    Go-live, answering user questions, adjusting where needed

What the CRM can do

Features we set up or build

01

Contact management

All customers and prospects in one overview.

  • + Full customer view
  • + Contact history
  • + Segmentation
  • + Custom fields
02

Sales pipeline

Follow an opportunity from first contact to signed deal.

  • + Pipeline by stage
  • + Deal tracking
  • + Revenue forecast
  • + Win and loss analysis
03

Marketing automation

Email campaigns and follow-up that run on their own.

  • + Email campaigns
  • + Lead scoring
  • + Automated email sequences
  • + A/B tests
04

Reporting

Insight into sales and marketing based on your own figures.

  • + Custom dashboards
  • + Sales reports
  • + Forecasts
  • + Return per campaign
05

Communication

Phone, email and chat linked to the customer record.

  • + Email integration
  • + Call logging
  • + Live chat
  • + Social media
06

Activities

Plan tasks and follow-up per customer.

  • + Task management
  • + Calendar sync
  • + Reminders
  • + Timeline per customer

What a CRM gives you

The main reasons to work with a CRM

01

A clear view of sales

You see which leads are open and who needs to follow up on what.

02

More targeted marketing

Campaigns to the right group, with a view of what they bring in.

03

Better customer service

Everyone sees the full history of a customer.

How a CRM project runs

From choice to go-live in 6 steps

  1. 01

    Analysis

    We look at how you work with customers today and what the CRM needs to do.

  2. 02

    Platform choice

    An existing package or custom software, depending on your needs.

  3. 03

    Configuration

    We set up the system around the way you work.

  4. 04

    Data migration

    Importing existing customer and contact data.

  5. 05

    Training

    Instruction for everyone who will use the system.

  6. 06

    Go-live and support

    The system goes live and we stay available for questions and changes.

FAQ

Frequently asked questions

About CRM systems and implementation

What our clients say

“Our new website is really fast, with load times of 1 second, and everything responds intuitively. Exactly what we had in mind.”

Sanimax

Website · Haarlem
sanimax.nl
“A complete solution with AI integration, from app to platform. We are very happy with the end result.”

Heumin

AI app · iOS, Android & web
heumin.com
“Within a week our website was completely redesigned and all funnels were correctly integrated. We are very happy with the result.”

ABN Vloerverwarming

Website & funnels · Haarlem
abnvloerverwarming.nl

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