Service
CRM setup and migration
One place for every enquiry, client, quote and follow-up. We choose, set up or migrate your CRM so your team actually uses it and you can see the whole pipeline.
VAULT 33|27 · Updated 12 November 2026 · 2 min read
The problem it solves
Enquiries live in inboxes, WhatsApp chats, spreadsheets and people's heads. Quotes are sent and forgotten. When a staff member is off, nobody knows what was promised. The owner cannot answer a simple question: how many enquiries did we get this month and how many became paying clients?
What we build
| Part | What it does |
|---|---|
| Pipeline | Clear stages from new enquiry to won or lost, designed around how you really sell |
| Capture | Every form, chat, call, WhatsApp and email enquiry lands in the CRM automatically, with its source |
| Records | One record per client: contact details, history, quotes, files and notes |
| Tasks | Next steps assigned with due dates, so nothing depends on memory |
| Templates | Approved replies, quotes and follow-up messages |
| Permissions | The right access for owners, managers and staff |
| Migration | Existing contacts and open deals moved in and cleaned |
Choosing the CRM
We are not tied to one vendor. We recommend based on your team size, budget, languages, integrations and where your data must be stored. Sometimes the right answer is the CRM you already pay for, set up properly.
How it works
- Map your sales process as it really happens, not as it should happen.
- Choose or confirm the platform.
- Build the pipeline, fields and automations.
- Connect every enquiry channel.
- Migrate and clean existing data.
- Train your team with short, practical sessions and written guides.
- Review after 30 days and adjust what people are not using.
What you own
The CRM account is in your name and your data stays yours. Clients in the EU and UK can keep data in European data centres.
How it connects to the rest of the system
The CRM is the heart of the machine. AI enquiry handling feeds it, workflow automation runs on it, and owner dashboards read from it.
Pricing approach
Fixed setup price based on channels, pipelines, data volume and integrations. Software licences are paid directly by you to the vendor, so there is no hidden markup.
Frequently asked questions
Our team hates CRMs. Will they use it? If it saves them time, yes. We remove manual entry wherever possible and keep only the fields that matter.
Can you move us from spreadsheets? Yes. That is one of the most common starting points.
Open your vault.
A free systems audit of your business: where enquiries leak and exactly what we would build.
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