01
CRM Setup
A CRM organised around your pipeline, stages, and team.
- Pipeline design
- Contact records
- Data import
04 — CRM & automation
Less admin. Nothing missed.
Connect enquiries, follow-up, and repeatable processes so your team spends less time on manual work and fewer opportunities fall through the gaps.
The connected workflow
- 01New enquiry arrives
- 02Recorded in your CRM
- 03Follow-up triggered
- 04Team notified to act
What's included
Systems that do the routine work.
02
Lead Tracking
See where every enquiry came from and where it stands.
- Lead sources
- Status tracking
- Ownership
03
Workflow Automation
Automate repeatable steps like follow-ups, reminders, and hand-offs.
- Automated emails
- Reminders
- Task creation
04
Process Improvement
Map current processes and simplify where work gets stuck.
- Process mapping
- Reporting
- Documentation
How it works
From first conversation to steady delivery.
- 01
Map
Review how enquiries and tasks move through the business today.
- 02
Design
Agree the pipeline, stages, and what should be automated.
- 03
Configure
Set up the CRM, workflows, and connections.
- 04
Refine
Train the team and adjust as real work flows through.
Who it's for
Built around how you work.
- 01
Sales-led businesses
Keep every lead visible and followed up at the right time.
- 02
Service & appointment businesses
Automate confirmations, reminders, and customer updates.
- 03
Teams buried in admin
Replace repeated manual steps with dependable workflows.
Platform choice and automation scope are agreed per project. Custom quotations only; CRM and software subscriptions are separate where applicable.
Let's talk about your next step.
Every engagement is scoped and quoted around your requirements. Or email us at info@masvion.com.