Less admin.
More headspace.
Keep your customers, conversations and next steps together in one simple workspace, built around the way your business works.
Let’s simplify your business Simple CRM setup from £250 one-off.A clearer working day.
Your customers. Your progress. Your next move.
New enquiry
Website enquiry
Reply todayBrand refresh
New messageProposal sent
Proposal shared
Follow up FridayOnline shop
Awaiting replyConfirmed
Ready to begin
Project confirmedWebsite project
In progressAnimated concept using sample information.
A better memory
for your business.
A CRM is a customer relationship management system. It gives you one place to organise customer details, enquiries, notes, tasks and the progress of your work.
Instead of searching through emails, spreadsheets and messages, you can see who needs a reply, what you have agreed and what happens next.
Useful tools.
Without the clutter.
You do not need a complicated system with screens you never use. I create a focused workspace with the information and workflow your business needs.
Clear labels, straightforward navigation and practical features make it easier to keep your records up to date.
What can your CRM include?
We agree the features before work begins. Your setup can include a selection of the following.
Customer records
Contact details, useful notes and a clear history of your relationship.
Enquiry tracking
Follow each enquiry from first contact through proposal to confirmation.
Tasks and follow-ups
See what needs your attention and keep the next action attached to the right customer.
Project progress
Keep agreed stages, deadlines and project notes in one organised place.
Form connections
Where agreed, connect website enquiries to your workflow and reduce repeated typing.
A useful overview
See your current enquiries, active work and outstanding actions at a glance.
Connected to your website.
Or hosted separately.
Alongside your website
Your CRM can live on a suitable hosting setup alongside your website, including on a dedicated subdomain such as crm.yourbusiness.com.
Its own workspace
Prefer to keep things separate? Your CRM can have its own hosting environment and address, with the access arrangements agreed during setup.
Hosting suitability, access permissions, backups and the information you plan to store are reviewed before we agree the setup.
A simple start.
Optional ongoing care.
One-off setup payment
A focused starting point for a small business with a straightforward workflow.
- Agreed customer fields and workflow
- A simple, clearly organised interface
- Setup on a suitable hosting environment
- A practical handover
If you host elsewhere, there is no recurring CRM licence fee from me. Your hosting provider’s charges still apply. Future changes and support are quoted separately.
Discuss your setupPer month, plus the setup payment
Have your CRM hosted on my server with ongoing care for the agreed setup.
- Hosting on my server
- Routine software updates
- Ongoing maintenance
- Backup arrangements agreed at setup
New features, integrations and substantial changes are quoted separately. The maintenance scope is agreed before work begins.
Ask about managed hostingThe £250 starting price covers a simple setup. More detailed workflows, custom development and integrations are quoted after we discuss your requirements.
From scattered notes
to a clear next step.
Tell me what happens
We discuss your enquiries, customers and the admin that takes up your time.
Agree the essentials
We confirm the workflow, features, hosting and price.
Build and review
I set up the workspace and we check it against your agreed requirements.
Make it part of your day
You receive a handover so you can start using your CRM.
What’s taking up
too much headspace?
Tell me about your business, how you manage enquiries now and what you would like to make easier.
You do not need a finished brief. We can work out the essentials together, with clear scope and pricing before work begins.
info@thewebdesigngirl.comLet’s talk about your CRM.
A few details to get the conversation started.