A CRM is only useful if the team follows it daily. The goal is simple: every lead gets a fast response and a clear next step.

1) Fix lead routing

  • Define owner rules (city/service/lead source)
  • Backup owner if primary doesn’t respond
  • Instant notifications: WhatsApp + email

2) Add SLAs

  • Set “first response time” targets
  • Track overdue leads automatically
  • Escalate when leads go stale

3) Reminders that actually work

  • Daily follow-up reminders
  • Meeting reminders
  • Auto tasks for next step

4) Dashboards for decision-making

  • Leads by source/city/service
  • Conversion rate by stage
  • Response time distribution

If you want us to set this up, we can implement a clean pipeline and automations and train your team.