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CRM Setup and Sales Automation for Growing SMEs

Give your team one practical process for capturing leads, assigning follow-up and seeing where opportunities stand.

Based in Enugu and serving businesses across Nigeria.

A better operating rhythm

When leads live in chats, notebooks and people’s heads

Prospects can be missed when enquiries arrive across WhatsApp, phone calls, email and forms. A CRM should make the next action clear without forcing your team into unnecessary complexity.

Who this is for

  • SMEs with sales or customer-service teams
  • Businesses that need a clearer enquiry-to-sale process
  • Teams moving from spreadsheets or scattered customer records
  • Owners who need practical visibility into follow-up and pipeline activity
Scope before tools

What we work through with you

The right setup depends on your process, data and team—not a generic template.

Lead pipeline design

Define your stages, ownership rules and the information needed to move an opportunity forward.

Lead capture

Review how website, enquiry and campaign leads should enter the workflow.

Roles and handover

Clarify team access, assignment, escalation and manager visibility.

Follow-up workflow

Set practical tasks, reminders and next-step prompts around your sales process.

Data preparation

Assess existing contacts, duplicates and fields before any import or migration.

Reporting needs

Agree the useful pipeline, source and follow-up views your team needs to act on.

Implementation path

Build around the way your team actually works

We start by understanding the current process and the business outcome. A recommendation can include configuration, integration or a custom build only where that is justified by the agreed scope.

  1. 1

    Discovery: Map your current lead sources, stages, people and bottlenecks.

  2. 2

    Solution design: Agree the data, workflow, access and reporting requirements.

  3. 3

    Configuration and testing: Set up the agreed workflow and test it with representative scenarios.

  4. 4

    Handover: Train responsible users and agree the next support steps.

Privacy, data and access

We identify the customer data involved, the users who need access and the business policies that should inform the setup. Your organisation remains responsible for its customer notices and internal approvals.

Clear starting point

CRM and custom business software projects start from ₦500,000. Your final quote depends on the workflow, data readiness, users, integrations, training and support you need.

Ready to make sales follow-up more deliberate?

Tell us how leads arrive and where the current process breaks down. We will help you scope a practical next step.

Request a CRM consultation