CRM Packages: Off The Shelf uses a standardised CRM, with light customisations. Perfect for those just starting out

Are you a small business who currently uses spreadsheets to track your customer contact details and sales details? If so, our CRM: Off The Shelf package is the answer you have been searching for!

If you are currently using spreadsheers to collate your customer data, don’t worry, you’re not alone! But what this data really needs, is a home. A centralised place where you can use it to its maximum effect! With a CRM, you can track things like;

  • When a lead/customer enquired
  • How did they enquire
  • Who followed up with them and what was the outcome
  • Are they new or repeat customers
  • Have they paid

Having these answers at your fingertips will make your business more effective and efficient.

Our CRM: Off The Shelf package will use a free CRM such as Hubspot to get you started. We will work on some light customisations and set-up some low level automated workflows using third-party platforms. This means you can connect a few common systems together, saving you time whilst boosting your customer communications.

CRM: Off The Shelf

£450 / + VAT
Package includes
  • Installation and roll-out of a free Customer Relationship Management (CRM) system, such as Hubspot
  • Light touch customisation to your customer sales journey
  • Basic integrations and automations with the likes of analytics, campaign managers, email platform via third party API
  • 2 x 1 hour training sessions
Andy has built numerous CRMs for our Group over the past few months, each customised to varying degrees. What's brilliant about BSM is their understanding of the broader marketing and sales processes, so take a top-level view of this and then build systems that help support these functions and improve our customer data.
The Progress Group

Do something great with Bourbon Street today

Whether you’d like to go ahead with one of our packages or had something more bespoke in mind, drop us a line and let’s talk. We’ll put the kettle on.