Part of Business operations
CRM for small business
We set up and run a CRM for small business owners so every call, form and text lands on one record, with follow-up that goes out on a schedule.
CRM and lead follow-up is one part of the business operations platform we set up and administer for you, alongside phone answering, booking, reviews and campaigns.
What CRM and lead follow-up means for your business.
The CRM holds the record; lead follow-up is the sequence that keeps a new contact from going quiet after the first message.
What a CRM is
A CRM, short for customer relationship management, is the system that holds every contact, call, text and email in one record. Once a business runs one, the record shows what happened, what comes next and who owns it.
What CRM implementation services include
CRM implementation covers the setup work: pipeline stages that match how a lead moves through your business, custom fields and tags for the details that matter, and forms that create a lead record as soon as someone reaches out. When the AI receptionist answers, a new customer's call can also open a deal in the pipeline.
How follow-up runs
Once a lead is on the record, a follow-up sequence of calls, texts and emails goes out on a schedule, so a new lead does not wait on someone's memory. The sequence stops as soon as the customer replies, and that reply lands in the same thread as every other message tied to the record. The sequence does not close a sale by itself: the result still depends on your offer and your list, and your staff have the sales conversation.
Who uses it day to day
Your staff open the contact, read the notes and move a deal to the next stage.
What CRM setup includes
CRM setup and migration
We set up the CRM and bring in your existing contact list, so the switch does not start from zero.
Pipeline stages
We build pipeline stages that match how a lead moves through your business, from first contact to closed sale.
Custom fields and tags
Custom fields and tags capture the details that matter for your business, in the words your team already uses.
Forms that create the lead
Forms on your website create the lead record as soon as someone submits one, with the page it came from attached.
Ongoing administration
After launch, 850 I.T. keeps administering the platform: new fields, changed stages, and account changes as your team grows.
How we set it up
- 01
Discovery
We review how leads and calls reach you today, including whether a missed call gets a missed call text back, and note where a lead waits too long for a reply.
- 02
Build the pipeline
We build the pipeline stages, custom fields and tags around your process, and connect the calendar so automated appointment reminders go out once a lead books a time.
- 03
Handover and training
We train your team on the pipeline and the record, and hand over access so your team can see what is happening at every stage.
- 04
Ongoing administration
After launch we keep the pipeline current as your team asks for changes.
Frequently asked questions
Does a small business need a CRM?
Yes. Without one, a business loses track of who was called and when. A CRM keeps every lead and message on one record, with the next step scheduled.
What is a CRM implementation?
CRM implementation is the work of setting up the software around how your business sells and follows up: pipeline stages, and the fields, tags and forms that get a lead onto the record automatically, with the page it came from attached. For 850 I.T., it also means training your team and handling the administration.
What does a CRM consultant do?
A CRM consultant reviews how your team tracks leads, then designs the pipeline, fields and follow-up sequences around that process. At 850 I.T. we also build it, connect your other systems and train your staff.
Is a spreadsheet a CRM?
A spreadsheet can hold contact information, but it will not remind anyone to follow up, will not log a call or text against the record, and breaks down once more than one person edits it. A CRM does those things on its own and keeps one record the whole team can see.
Is a CRM hard to learn?
Most of the day-to-day work is opening a contact, reading the notes and moving a deal to the next stage, which staff pick up quickly once the pipeline matches how they already work. We train your team as part of the setup and stay on for the changes that come up after.
What is a CRM for contractors?
A CRM for contractors tracks a job from the first call through the estimate, the schedule and the invoice, with fields for the trade, the crew and the property. See what a CRM for contractors covers for trade businesses on our industry page.
What is a CRM for a law firm?
A CRM for a law firm tracks each prospective client from the first inquiry to the signed engagement, with fields for the matter type and referral source. It is not practice management or case management software; it runs alongside whatever your firm already uses for matters and billing.
What is lead follow-up?
Lead follow-up is the sequence of calls, texts and emails that reaches a new lead after the first contact, on a schedule. The sequence set up as part of the CRM stops as soon as the customer replies.
What does a CRM cost?
The cost depends on the pipelines, fields, forms and connections your business needs, so it is quoted after a discovery meeting. What mainly drives the number is how many systems it connects to and how much of your contact list has to move over.
Business operations
Tell us about your leads and follow-up.
Tell us how calls and leads are handled today, and we will follow up to plan the CRM setup.
Or call 850-400-2828Discuss CRM and lead follow-up for your business.
Book a consultation, online or by phone.