Mini CRM for your website enquiries

The problem we solve

Enquiries arrive by email, by phone and through the website form. Some get answered at once and some get buried. A customer who waits three days for a reply has often already chosen someone else.

What a mini CRM does

A CRM is a customer relationship manager. A mini CRM is the small, focused version: it does the few things a local business actually needs and nothing else.

• Each enquiry from your website lands in one list.
• You mark its status as it moves along: new, contacted, quote sent, won or lost.
• You add notes, such as what the customer asked and what you promised.
• You set a reminder to follow up, so it comes back to the top when it is due.

How it connects to your website

The contact form on your site sends each enquiry into the CRM as well as to your inbox. The same list works on a phone, so you can update an enquiry straight after a call.

Who can use it, and your customers’ data

You decide who gets access, and each person signs in. The system holds personal details, so it is built with UK GDPR in mind, and we explain what you need to cover, such as how long you keep enquiries.

What shapes the cost

The statuses and fields you need, how many people will use it, whether it connects to other tools, and whether it sits behind a new website or an existing one. Tell us how you handle enquiries today and we will quote for something that fits.