RoMi business solution

CRM & Lead Follow-Up Setup

A CRM and lead follow-up setup that organises enquiries, sales stages, reminders and repeatable communication processes.

  • Less repetitive administration
  • Faster lead follow-up
  • More consistent customer communication
What is included

Organise enquiries and sales opportunities with a clearer CRM and lead follow-up process.

The setup helps your business capture leads, assign next actions and reduce missed follow-ups. It is tailored to the chosen CRM or agreed workflow.

CRM subscriptions, data cleansing, bulk migration and complex integrations are scoped separately. Price excludes VAT.

A clear delivery process

From requirement to working solution

01

Discovery

We confirm the requirement, priorities and desired business outcome.

02

Planning

Scope, content, integrations and responsibilities are agreed clearly.

03

Implementation

The solution is configured, checked and refined for practical use.

04

Support

You receive guidance for launch, operation and suitable next steps.

Not sure yet?

Choose the right solution with confidence

Tell us what you need and we will recommend the most suitable next step without unnecessary extras.

Book a consultation