A CRM that does the follow-up it was bought to do.
Most CRMs hold contacts nobody trusts and stages nobody updates. BespokeForge sets the CRM up around how you actually sell, then automates the follow-up, in the CRM that suits the team: HubSpot, Notion, GoHighLevel and others as needed.
CRM setup and automation
- Engagement
- Build, Optimise, Operate
- Works in
- HubSpot, Notion, GoHighLevel and others
- Starts with
- The audit, €450, fixed
- Price
- Scoped from the audit, quoted then
Set up around how you sell, then left to do the remembering.
What it includes
- The CRM chosen, or the one you have audited
- Pipeline stages mapped to how you actually sell
- Fields, tags and segments that match how the team works
- Forms connected, so every enquiry arrives with its source
- Email connected and tracked
- Follow-up sequences, stage changes, tasks and reminders automated
- Reports on what the automations did
- Team onboarding and written documentation
What changes for the business
- A CRM that reflects how the business actually operates
- Duplicates merged at setup, with a rule that stops new ones
- Every lead gets a follow-up task the moment it arrives
- No deal going quiet without a task or a reminder
- Every stage of the pipeline visible
- A team that uses it, because it fits the work
The CRM goes where the team already works.
A new tool nobody opens is the most common way a CRM fails. The audit starts from where enquiries arrive and where the team spends its day.
Beside the website
Where enquiries already arrive, with the data on your own server.
A dedicated sales CRM
When the sales team already lives in one, or needs what a sales tool does.
The team's own workspace
When the team already runs its work there: the CRM becomes part of it, with nothing new to learn.
In production
Measured, not described.
Each figure names where it comes from.
From the audit to a system you own.
The audit
€450, fixed. Twenty-five minutes first, free. The written record is yours whatever you decide.
The build
A scope and a price agreed before work starts.
Operate
A retainer keeps the engineer who built or took on the system on it, for as long as the business depends on it.
Questions this usually comes down to
Start here
Start with the leads that went quiet.
A free 25-minute call confirms the problem is one BespokeForge can solve. If it is, the audit follows: €450, fixed.