Home / Services / Sales & Customer Service / CRM & Sales Pipeline Setup
Floor 05 · Sales & Customer Service

CRM & Sales Pipeline Setup

Never lose a lead in a WhatsApp chat again.

What it is

Enquiries disappear when they live in phones, inboxes and notebooks. We set up a simple customer database and sales pipeline for your business, so every lead is recorded, followed up and tracked through to the sale.

Delivered by the FOAN team. Where a service needs a registered professional or a specialist, they work as part of FOAN, under our name and our accountability.
What you get

Key features

Pipeline Design

A clear pipeline from first enquiry to closed sale, built around how you sell.

Lead & Contact Capture

Forms and processes that put every enquiry in one place.

Follow-Up Reminders

Reminders and message templates so no enquiry goes cold.

Team Training

Hands-on training so your team actually uses the system.

How it works

Three simple steps

01

Map

We map how your customers find you and buy from you.

02

Build

We set up the database, pipeline and templates.

03

Train

We train your team and check the first weeks together.

Questions

Good to know

Do we need expensive software?

Not necessarily. We recommend a tool that fits your size and budget.

Can it work with WhatsApp?

Yes. We design the process around the channels your customers already use.

Ready to get started?

Tell us what you need. We will come back with a clear quote and a plan.