CRM and follow-up
for service teams.
Connect enquiry capture, CRM ownership and follow-up. Build a sales process your team can operate, with visible handoffs and a reliable view of what happens next.
- Fixed implementation fee
- Works with your current CRM
- About three weeks once access is ready
Packages
Choose where to start.
Three clear steps. Each fee is fixed and agreed before work begins. Software and messaging costs stay with your business.
- If the gap isn’t clear yet
Diagnostic
Find where enquiries lose momentum before changing any tools.
- One customer journey mapped
- Current tools and data reviewed
- Baseline and priority fixes
- A pilot scope you can use
- Recommended start
First implementation
For teams with steady enquiries and a named sales owner.
- One pipeline in your current CRM
- One supported integration
- Two defined follow-up workflows
- Testing, pipeline report and team training
- After launch
Continuing optimisation
For a defined backlog with a measurable opportunity.
- Progress reviewed against the baseline
- Extra workflows or integrations
- Light support for a stable system
Not sure which fits? Book a 20-minute fit call
The initial implementation
What the first implementation includes.
Agree the deliverables and acceptance tests before implementation begins.
- Map the journey
One offer, one business unit and one existing sales pipeline. Agree what each stage means and who owns the next action.
You receive a journey map, baseline and responsibility list.- Connect the enquiry
One supported integration into your existing CRM, with limited changes to one existing enquiry form.
Test the required fields, source, duplicates and failed submissions.- Create ownership
A defined assignment workflow and internal response reminder. The rules point to an accountable person.
Check the owner, reminder timing and escalation path.- Keep follow-up visible
One agreed follow-up or booking workflow using supported native features and permitted channels.
Test stop conditions, opt-outs and human handoffs where relevant.- Report and hand over
One standard pipeline report, a team training session and practical operating notes.
Your sales owner can use the process and find the support instructions.
Or fix one urgent problem
Focused Revenue Systems offers.
Both use the same approach: one journey, clear ownership, tested before it goes live.
Provider by 31 March 2027E-invoicing ReadyGet e-invoicing ready without replacing your systems.Clean customer data, a connected quote-to-invoice process and tested invoices before your deadline.Check your readiness
WhatsApp · portals · website60-Second Lead ResponseReply to every enquiry in seconds, day and night.WhatsApp Business API, portal and website enquiries qualified, routed to a named owner and logged in your CRM.See how it works
Who it’s for
For teams with enquiries to qualify and follow up.
Revenue Systems is for established service businesses with incoming enquiries and someone responsible for sales. We work on one repeatable journey, with a decision maker and a sales owner involved.
If the business needs a new offer, a complete CRM replacement or a new source of demand, we identify that before turning it into an automation project.
See the delivery approachCommon questions
CRM setup and follow-up questions.
How is the fee set?
We confirm a fixed implementation fee after reviewing fit, access and scope. If the problem or data needs deeper review, we begin with a paid diagnostic instead. Your software subscriptions, message usage, advertising and applicable taxes are separate.
How long does the first implementation take?
A bounded implementation may take approximately three weeks after access and responsibilities are confirmed. We agree the schedule before starting; complexity and review availability affect it.
What do we need to provide?
Lawful account access, accurate offer information, approved channels and a sales owner who can test the process. We agree stage definitions, test records, responsibilities and the change process together, and list each connection in the proposal with its running cost and owner.
What is not included?
New websites, CRM replacement, bulk data cleanup, extra integrations, additional business units, custom applications and 24/7 support each need their own scope.
Do we need to change CRM?
We first assess the CRM you already use, including its plan, permissions and supported features. The initial implementation can work with an existing, supported setup; CRM replacement or bulk migration is a separate project.
Will this create more leads?
The focus is handling existing enquiries more reliably. Advertising, outbound acquisition and content production are not included. If there is little enquiry volume, we may recommend a smaller manual process first.
Is AI part of the system?
Only when it improves a defined task and its output can be checked. Routing rules, clear responsibilities and human decisions are often the right foundation. AI usage and review responsibilities are agreed in the scope.
Can you connect WhatsApp or a booking tool?
We first check your provider, access, supported features and permitted use. A separate channel connection counts as an additional integration unless it is explicitly included in the agreed scope. Messaging and software costs stay with your business.
What does success look like?
The agreed workflow passes its acceptance tests and your team can operate it. We also monitor progress against the baseline, such as ownership, response and stage movement. Sales outcomes depend on your offer, team, customers and fulfilment; they are not guaranteed.
Do we need a monthly retainer?
No. Continuing optimisation is useful when there is a defined backlog and a measurable opportunity. A stable system may need only light support. Any continuing work receives its own scope.
A clearer process starts with a conversation.