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CRM Setup & Management Service

Take charge of your customer data, sales funnel and marketing with a CRM system

CRM stands for Customer Relationship Management, it’s a tool designed to help you manage all of the data associated with your business. It’s a place to manage all of your leads, contacts and it can help you visualise your pipeline giving you the headspace to see where your business is going and help you meet your objectives.

How do CRM systems help businesses grow?

There comes a point where you look around and see data split across five different spreadsheets, three associates are trying to manage your clients and nobody has visibility on projects or sales.

This confusion and disorganisation can cause delays and confusion within your team and prevent your business from reaching its full potential.

A CRM provides a space to manage all the data of your business in a simple way to allow you to make smarter decisions. Implementing a management system like a CRM can be the difference between staying as a small business and moving on to the next level.

Which CRM is right for my business?

Like any piece of software, there are many CRMs that have different features and focuses.

The right CRM for you depends on what you’re looking to get out of the software.

Some CRM systems are designed to help manage sales pipelines, others are designed to produce detailed revenue reports and some have been created to power intelligent email campaigns to increase your sales.

How Purple Orbit can help.

If you’re not sure which CRM is right for you we can go through your options to help craft the perfect data management solution for your business.

We have experience recommending, integrating and training business on how to use a CRM effectively. We are experts in well known CRM systems such as: Hubspot, Zoho, PipeDrive, GoldMine, FLG and some more custom CRMs for specific sectors.

Our CRM Services

Setup & Configuration

Getting your CRM setup correctly is the deciding factor between a useful piece of software and a hassle. We can setup any CRM to work with your systems exactly how you need them to.

Website Integration

Our development team can connect your website with your CRM to ensure you never miss a lead again and ensure the most accurate data is collected.

On-going Support

Once you’re up and running with your new CRM our team can continue to support you to ensure you get the full benefit for your business.

What our clients say...

Got a project in mind or a question? Contact us for advice or a quotation.