CRM setup & lead management
Leads from ads, forms, calls and WhatsApp often end up scattered across inboxes and phones. A CRM puts them in one pipeline so nothing slips.
Great for
- Real estate
- Aesthetic clinics
- Home renovation
- Dental clinics
What’s included.
We set up a CRM such as GoHighLevel, HubSpot or Pipedrive around your sales process, with lead stages, owners, tasks and notifications. Every lead source is connected, so you can see which campaigns bring booked appointments and revenue.
- CRM selection and setup
- Pipeline stages matched to your sales process
- Lead source integrations
- New-lead notifications and task assignment
- Speed-to-lead tracking
- Team training and documentation
A clear process, from day one.
Every engagement follows the same steps, so you always know what’s happening and what comes next.
Step 01
Map the journey
We trace how enquiries arrive today and where they get lost, slow down or go unanswered.
Step 02
Set up
Pipeline stages, forms, integrations and templates configured around how your team works.
Step 03
Automate
Instant replies, handoffs, reminders and recovery messages, with consent-based data handling.
Step 04
Train & refine
Your team learns the system, and we tune the automations using real lead data.
Good questions.
Straight answers.
Making a decision should feel straightforward. Here’s what to expect before we start working together.
Ask us something elseIt depends on your team size, budget and sales process. We’ll recommend one and set it up, or work with the CRM you already use.
We collect only the data you need, store it securely and set up consent-based, documented lead handling.
Pairs well with these.
Ready for enquiries that turn into booked appointments?
Start with a focused, 20-minute discovery conversation. We’ll find the biggest gap in your lead journey and a sensible next step.
Let’s make
growth happen.
Better creative. Better conversations. A better way to grow.
hello@lyvorix.com