Sales and CRM
Leads, follow-ups, quotes, and client history in one place, built around how your team actually sells and connected to what happens after the deal closes.
A CRM (customer relationship management system) tracks every lead, conversation, quote, and customer in one place. A custom CRM is built around your own sales stages, products, and hand-offs, instead of a generic pipeline.
The biggest gap in most growing businesses is not the CRM itself but what happens after a deal closes. SETITUP connects sales to operations and finance, so a won deal automatically becomes a job, an order, or an invoice.
Leads from your website, WhatsApp, calls, and ads land in one list automatically.
Every lead has a next step and a date, with reminders when it is due.
Generate quotes from your price list, with discount approvals built in.
Deals by stage, value, and owner, always current.
Every conversation, order, and document stored against the customer.
Won deals create jobs or orders for operations automatically.
If your sales process is standard and stands alone, a packaged CRM is often the right call. A custom CRM makes sense when your sales process is unusual, or when sales needs to connect tightly to operations, inventory, or finance.
Yes. Using the WhatsApp Business Platform, enquiries can create leads automatically and replies can be logged against the customer.
Yes. We migrate data from spreadsheets or your current CRM as part of the launch.
Walk us through how work moves today. You leave the call with a recommended first system to build.
Trusted by PADRON Technical Services and Ruppells Solutions.