← Automate & build
CRM setup / R&H

Keep it
moving.

They found you.
Make the next part easy.

Calls, enquiries, bookings and follow-ups. We connect the pieces so your team knows who to reply to, what was said and what happens next.

Let's sort your CRM
A connected workflow, in practiceBuilt by us / CREW.INK
CREW.INK booking requests: each enquiry keeps the client, references, budget and next action together.The CREW.INK daily dashboard before its rebrand, showing the earlier LVL2 name, schedule and client actions.
Real product screens. Demo content.
View the full request screen (opens image in a new tab) ↗CREW.INK is our custom booking product. The dashboard recording predates its rebrand and shows the former LVL2 name. We can also set up or improve your existing CRM.
What's included

Set up for the way you work.

  1. 01
    CRM selection and setup

    Choose the right fit, or make the system you already have work harder.

  2. 02
    Pipeline stages

    Stages that match how you sell, with a clear next action at each one.

  3. 03
    Form, call and chat capture

    Keep the original conversation and its context with the contact.

  4. 04
    Automations

    Assign the owner, prompt the follow-up and keep people in control of what sends.

  5. 05
    Data import and cleanup

    Bring across useful history, merge duplicates and clean up the fields.

  6. 06
    Team training

    A handover your team can use, with your real day-to-day workflow.

How it runs

Three steps, no mystery.

  1. 1Map

    How a lead becomes a customer

  2. 2Set up

    Pipeline and connections

  3. 3Train

    Your team, your workflow

FAQ

Good questions.

Which CRM should we use?

We'll recommend one that fits your size and budget, or improve the one you have.

Can you move our old data?

Yes. We import and de-duplicate contacts and history.

Who owns the site and the code?

You do. We set everything up in your accounts, from hosting and domains to the CMS and analytics, and hand over full access at launch.

How do you price projects?

After a short call we send a fixed-scope proposal, so you know the cost before work starts.

Pairs well with

Related services.

All 17 services →

Automate & build · 12 / 17AI integrationsAssistants wired into your inbox, CRM and calendarConfirmityCREW.INKBuilt for 2 clientsSee the service Automate & build · 13 / 17Custom web appsDashboards and SaaS products, built to shipCREW.INKConfirmityBuilt for 2 clientsSee the service Automate & build · 14 / 17Booking & paymentsAppointments, deposits, waivers and remindersBuilt for CREW.INKSee the service