Our CRM Packages for Small Business is the fingerprint to your business. No two systems are the same.

Are you a growing business that needs to work more efficiently by boosting collaborative working? If the answer is yes, our CRM Package for Small Business is for you!

Fully customise the way your business uses a CRM and have this mapped to your data and customer journey, making sure that all key data is available and utilised to help with decision making and reporting. We’ll work with a CRM of your choice (normally the likes of Salesforce) and fully customise this to meet your business needs. We’ll set-up automations using the likes of Zapier and ActiveCampaign which will help to save your team valuable time and money.

This Small Business CRM Package empowers managers to take control of business and team performance, by giving them access to live, trustworthy reporting dashboards that visually show a range of quantitative data. This includes daily revenue, top-performing Sales Executives, best-performing marketing sources, and so on!

CRM For Small Business

Package includes
  • Set-up and full customisation to your customer sales journey
  • Full integrations and automations with the likes of analytics, campaign managers, email platform via third party API
  • Reporting dashboards set-up and segmented for users, allowing easy KPI management and reporting
  • Recurring reports set-up to manually drop in to your inbox
  • Training sessions for your team
Andy has worked with us at Complete Training Solutions for over 10 months and is definitely now part of our extended family. As an organisation it can be very daunting when employing the services of outsourced providers, but both Andy’s demeanor and professionalism allayed these fears immediately. Beyond this, Andy has helped us organise and unlock 7 years’ worth of data, empowering us with increased efficiencies, visibility and streamlined communication methods between our clients. Through the systems and dashboards created by BSM, I now have a visual representation of our company at my finger-tips. This has helped us analyse our systems and processes more accurately whilst being able to set and report on KPI’s at a touch of a button. For a growing company in a high growth sector, these tools are and will become invaluable. They help us track and report on our progress and will become a key tool for key strategic development pieces moving forward.
Complete Training Solutions

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.