WB / CRM DEVELOPMENT
Make every enquiry, owner and next action visible
WebBoss builds and adapts CRM systems for businesses that lose time or revenue when leads sit in inboxes and follow up depends on memory.
Discuss this project01 / THE WORK
Fit the system to the real sales path
A useful CRM reflects how an enquiry becomes a customer. It shows who owns the next action, records what happened and gives managers a reliable view without creating more admin for the team.
A strong fit when
- 01Enquiries arrive through several forms, inboxes and phone calls
- 02Nobody can see which leads need a reply today
- 03The current CRM contains fields but does not support the workflow
- 04Reporting cannot connect activity to won work
02 / WHAT IS INCLUDED
A build you can understand, operate and continue.
- 01Pipeline and stage design
- 02Lead capture, assignment and reminders
- 03Templates, notes, tasks and activity history
- 04Dashboards and practical sales reporting
- 05Website, email, telephone or accounting integrations where suitable
03 / RELATED PROJECT
TAS operations system
A private operational system bringing records, documents, responsibilities and reporting into one controlled workflow.
See more project examples04 / PRACTICAL QUESTIONS
Before the first workshop
Do we need a completely custom CRM?
Not always. If an existing product is a good foundation, WebBoss can configure and integrate it. A custom build makes sense when the workflow or permissions are genuinely specific.
Can leads arrive from our website?
Yes. Website forms, campaign data and source details can feed the CRM when the capture route and consent requirements are defined.
Can staff permissions differ?
Yes. Roles can control which records, actions and reports each user can access.
NEXT STEP
Show WebBoss what needs to work better.
Send the current process, the people involved and the result you need. You will get a direct recommendation on the most sensible next step.
Describe the project