Service
CRM, quotes and bookings in one simple system
Enquiries sit in inboxes and quotes live in separate spreadsheets. Follow-up depends on memory.
What we do
- One enquiry log
- Quotes and bookings on the CX1 Hub
- A dashboard the team can open
- One automation on Growth
- Several automations on Partner
- A fixed-price build with no plan if you prefer
Plan or one-off
This service can be the only thing we do for you. On a monthly plan the work continues. As a one-off we agree a fixed scope, do the work and hand it over. Ready-made plans are Starter, Growth and Partner. A tailored plan is build-your-own if you want this plus only some of the rest. Pick what you need.
What you get each month
Only the tasks on the line you chose, a short note of what changed and a reply within one working day. [PLACEHOLDER: confirm inclusions]
Who it suits
Firms that want this service on its own and firms that later ask us to cover more. You do not need the other services to start.
Areas
Remote across the BH postcodes. On-site where practical. Areas we cover. [PLACEHOLDER: confirm travel range]
Questions we hear
Do we have to leave our current tools?
Not always. We connect what is worth keeping and replace what creates double entry.
Is this a huge CRM project?
No. We start with enquiries and quotes, then add bookings if you need them.
Tell us what you need
We reply within one working day. You can also message us on WhatsApp or book a free 30 minute call.