Leads live everywhere
Enquiries sit in emails, texts, WhatsApp and notebooks, and some get lost.
[00] CRM & reporting
Every lead in one place.
We set up or tidy your CRM, so every enquiry is tracked, every follow-up happens and you can see your sales numbers without digging through inboxes.
For
Service businesses, agencies, B2B contractors
Includes
CRM setup or clean-up, pipeline, automations, reports
Price
Project or monthly, quoted after a free call
[01] Sound familiar?
Who this is for.
You bought a CRM, nobody uses it
It was set up once, filled with old data and then left alone.
You cannot answer simple questions
How many quotes went out last month, and how many did you win? Nobody knows.
[02] What's included
A CRM your team actually uses.
The right CRM
We help you pick a system that fits, such as HubSpot or Pipedrive, or fix the one you have
Clean-up
Duplicates merged, old contacts sorted and missing details filled in
A simple pipeline
Clear stages from enquiry to won job, that match how you really sell
Enquiries in automatically
Website forms and emails go straight into the CRM, not someone’s inbox
Follow-up reminders
Tasks and reminders so every quote gets chased on time
Automations
Welcome emails, quote follow-ups and handovers that run on their own
Sales reports
Leads, quotes, win rate and where work comes from, on one screen
Team training
Short training and a simple guide, so everyone uses it the same way
[03] How it works
Simple, from first call to done.
Step 01
Free call
How enquiries come in today and where they go missing.
Step 02
Review
We look at your current tools and data, and agree the pipeline and reports you need.
Step 03
Set up
CRM built or cleaned, forms connected and automations switched on.
Step 04
Train and report
Your team trained, with a weekly report so you can see it working.
[04] Case study
See it in a real business.
Digiworks · Recruitment agencyRevenue
Growth that no longer depends on the founder.
New business relied on the founder. Palm rebuilt how Digiworks finds, follows up and closes clients, so the pipeline fills every month.
Read the case study ↗teamdigiworks.comSupermaids
Supermaids · CleaningOperations & revenue
From founder-run to company-run.
Enquiries, follow-ups and team coordination all ran through the founder. Palm systemised how the business runs and handles leads.
Read the case study ↗supermaids.co.uk[05] Questions
Good to know.
What is a CRM?
Customer relationship management software. It keeps every lead, customer, quote and conversation in one place, with reminders for what needs doing next.
Which CRM is best for a small business?
It depends on how you sell. HubSpot and Pipedrive both suit many small service businesses. We recommend the one that fits your team and budget, not the one we prefer.
Can you fix the CRM we already have?
Often, yes. Many CRMs just need a clean-up, a simpler pipeline and a few automations. We only suggest moving if your current one really does not fit.
Do I have to pay for the software?
Most CRMs have a monthly fee per user, paid directly to the provider. Some have free plans that are enough to start. We go through the costs before you choose.
Will you move our old data across?
Yes. We clean and import your contacts, customers and open deals, so you start with a tidy system, not an empty one.
[06] More services
Often paired with.
Get started
Talk to us about CRM & reporting.
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