03 / CRM & CUSTOMER MANAGEMENT
Know who's interested, what's been discussed, and who follows up.
Get a customer management system your team can use to organize contacts, track sales opportunities, and see the next step.
We configure existing CRMs or build custom systems when your business needs something more specific.
Talk about your CRMCustomer information gets scattered. Your team has to piece it together.
The inquiry is in an inbox. The quote is in a spreadsheet. The last conversation happened on someone's phone.
When a customer calls back, your team has to search for the history or ask them to repeat it. Meanwhile, nobody is quite sure who's supposed to follow up.
HOW RELEVAINT HELPS
Put the customer and the next step in one place.
A CRM is a customer relationship management system. Its practical job is to help your team see who someone is, what they need, where the opportunity stands, and what to do next.
We set it up around how your business handles inquiries and sales, with the fields, stages, and views your team needs.
A new customer raises their hand.
Assign the inquiry to your team.
CUSTOMER INFORMATION, CONNECTED
One inquiry.
The whole conversation.
Choose a piece of the customer record to see what your team can keep together.
Start with what they need.
The details someone shares on your website arrive with the inquiry. Your team starts with context instead of another blank contact.
- Interested in
- A new project
- Came from
- Website inquiry
- Contact preference
- Email first
Choose the right approach for your team.
Configure an existing CRM
Use an established platform and set it up around your contacts, sales stages, team responsibilities, and reminders. We can also improve a CRM you already use.
Build a custom system
When an existing platform doesn't fit the work, explore a custom setup with the records, screens, and connections your team needs. We'll assess whether the requirements justify the build.
What we set up together
- Customer details and the information your team needs to collect.
- Sales stages that reflect how someone buys from you.
- Clear ownership, tasks, and follow-up reminders.
- Connections to your website and other agreed tools, where supported.
Turn the next step into a follow-up process.
Connect reminders, email, text, or AI-assisted drafts to help your team act on the information in your CRM.
Explore follow-upSTART WITH WHAT NEEDS WORK
Where do customer details get lost in your business?
Tell us what you're using now and what your team struggles to keep track of.
Talk about your CRM