CRM system
Every enquiry captured, assigned and followed up until it becomes a customer or a clear no.
- Built around your process
- Connects to your existing tools
- Grows as you grow
- 1Lead captured
- Lead capture
- Customer history
- 2Assigned
- Lead assignment
- Quotations
- 3Follow-up
- Sales pipeline
- Sales reports
- 4Proposal
- Follow-up reminders
Won or lost
The outcome and reason are recorded for reporting.
The problem
Enquiries arrive from Facebook, WhatsApp, the website and phone calls, and follow-up depends on each person's memory.
- Messages sit in different accounts, and some are never answered.
- A salesperson forgets to call back, and nobody notices.
- When someone leaves, their leads and conversations leave with them.
- The manager cannot see how many deals are open, or at which stage.
You pay to generate enquiries and lose a share of them before the first reply.
The solution
Every enquiry captured, assigned and followed up until it becomes a customer or a clear no.
Lead capture
Website forms, ad forms, WhatsApp and calls collected in one list.
Lead assignment
Rules that give each enquiry an owner as soon as it arrives.
Sales pipeline
Stages that match how you actually sell.
Follow-up reminders
Tasks and alerts so the next step is never left to memory.
Workflow
How it works
- 01
Lead captured
The enquiry enters the CRM with its source recorded.
- 02
Assigned
It goes to a salesperson by area, product or rotation.
- 03
Follow-up
Calls and messages are logged; the next task is scheduled.
- 04
Proposal
A quotation is sent and the deal moves stage.
Won or lost
The outcome and reason are recorded for reporting.
What we build
Key features and modules
- Lead captureWebsite forms, ad forms, WhatsApp and calls collected in one list.
- Lead assignmentRules that give each enquiry an owner as soon as it arrives.
- Sales pipelineStages that match how you actually sell.
- Follow-up remindersTasks and alerts so the next step is never left to memory.
- Customer historyCalls, messages, quotes and notes on one timeline.
- QuotationsQuotes prepared and sent from the customer's record.
- Sales reportsResults by person, source and stage.
Deliverables
What you get
- Configured CRM with your pipeline stages
- Lead sources connected
- User roles and permissions
- Existing contacts imported
- Report set for managers
- Team onboarding and a usage guide
Scope and price are confirmed in writing after a free call.
Illustrative scenarios
How it looks in practice
- Real Estate
A property company receives enquiries from Facebook ads and its website. Each one is assigned to an agent with the project name attached, and a site-visit task is created, so no enquiry waits unanswered in an inbox.
- Automobile
A dealership tracks test-drive requests, quotations and follow-up calls per customer. The manager sees which enquiries have had no contact in three days.
These scenarios show how the service applies in a business like yours. They are not client results.
Why Scale Lab IT
One method behind every project.
- BUILDPipeline, fields and reports shaped by the way you sell.
- AUTOMATEAssignment, reminders and follow-up messages run on rules.
- SECUREEach person sees their own leads; customer data stays with the company.
- SCALENew teams, branches and lead sources join the same pipeline.
Implementation
How the project runs
- 01Sales process reviewYour lead sources, stages and where enquiries currently get lost.
- 02Pipeline designStages, fields, assignment rules and reports agreed.
- 03Set-up and integrationsCRM configured and connected to forms, ads and messaging.
- 04Data import and testingContacts loaded; test leads run through every stage.
- 05Training and go-liveSales team onboarded; reports reviewed after the first weeks.
Common questions
Can leads from Facebook and WhatsApp come in automatically?
Yes. Ad lead forms, website forms and business messaging are connected, so each new enquiry appears with its source.
Is this a ready-made CRM or a custom one?
It depends on your process. Where an established platform fits, we configure it; where it does not, we build what is missing. We explain the trade-off before you decide.
Can we import our existing contacts?
Yes. Lists from Excel, Google Sheets or another system are cleaned and imported before go-live.
Can the field team use it on their phones?
Yes. Leads, tasks and notes can be updated from a mobile browser or app.
Let's talk
Let's discuss your CRM requirements.
Tell us how you work today. We will reply with a clear next step.