Lead & Pipeline Management
Leads captured and moved through stages that match your process.
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Personalized CRM
A CRM built around your sales process, not the other way round.
Built by EFS Systems Technologies ↗Overview
Off-the-shelf CRMs force your process into their structure. A Personalized CRM is built from scratch around how you sell, with the fields, stages and automations your team actually needs.
Each build is delivered by EFS Systems Technologies, our engineering arm.
Services
What Personalized CRM covers
Custom Client Database
Client records structured around the information you rely on.
Automated Follow-Up Sequences
Follow-ups sent automatically at the right moment.
Deal/Opportunity Tracking
Every deal tracked with value, stage and next action.
Multi-Channel Integration
Email, phone, web forms and messaging connected in one record.
Role-Based Access
Each user sees exactly what their role requires.
Custom Reporting Dashboards
Pipeline and performance reports designed for your team.
How it works
A clear path from first call to results
Map
We document your sales and client process.
Design
Data model, screens and automations are agreed.
Build
EFS Systems Technologies builds and tests the CRM.
Launch & support
Your team is trained and the system is supported.
Engagement
Scoped to your business
Every engagement is priced after a short scoping call, based on your size, complexity and the services you choose. You receive a written proposal before any work begins.
Request a quoteRelated services
Works well with
Consultation
Talk to a chartered accountant about Personalized CRM
Tell us about your business and what you need. A member of our team will reply to arrange a call.