A CRM System for Small Business —
Customer Management That Thinks Ahead.
When was the last call? What was agreed upon? Who's waiting for a callback? If these questions define your day, it's time for a small business CRM software that thinks ahead.
Maria Steiner
Steiner HVAC Inc.
Initial call — interested in a maintenance contract
Sent offer for monthly service plan
Scheduled callback — next Wednesday
Follow-up scheduled for April 18th
Deal Pipeline
From First Contact to Closing — Everything at a Glance
How many quotes are open? Which deals are stuck? If you can only answer these questions with a gut feeling, you lack a clear overview — and the small business CRM software that provides these answers instantly.
We'll set up a pipeline for you that tracks every deal from the initial inquiry to the final close. You'll see where your revenue stands at a single glance.
Inquiry — Details
Gruber Bakery — POS System
2 Days in Stage
Pichler Auto — Workshop Tool
5 Days in Stage
Lead Scoring
Which Lead is Truly Ready to Buy??
Ten inquiries a week — but only two become customers. Without a system, you're investing equal time in all of them. That's expensive.
We'll set up a scoring system that automatically rates each contact. Anyone who calls often, requests quotes, and opens your emails gets a higher score. This way, you know where to focus your efforts.
Follow-up Reminders
No Customer Ever Falls Through the Cracks
You were supposed to call back on Wednesday. It's now Friday. The customer has already signed with a competitor. Too bad — that was avoidable.
We'll set up automatic reminders tied to your promises. A proper CRM system for small business knows what you've committed to and reminds you just in time.
Steiner GmbH
Call back about quote
Bäckerei Gruber
Follow up on POS system
Dr. Hofer
Send contract
Autohaus Pichler
Confirm demo appointment
Tischlerei Wimmer
Get feedback
Elektro Berger
Renegotiate
Reinigung Sauber
Plan onboarding
Maria Steiner
Steiner Haustechnik
Klaus Wimmer
Tischlerei Wimmer
Stefan Berger
Elektro Berger
Segmentation
Find the Right Customers with One Click
All tradespeople in your city with a maintenance contract — can you pull up that list in under three seconds? If not, you're spending too much time searching and not enough time finding.
We'll set up a tagging system that automatically categorizes your contacts. Region, industry, status — one click, and you have the exact list you need.
Activity Stream
What's Happening in Your Team — at a Glance
Your colleague called the customer this morning. You didn't know and called again. The customer is confused. That's what happens when information is stored in heads instead of in a system.
We'll set up a live feed that automatically logs every action. Everyone on the team sees what just happened — no need to ask.
Call with Thomas Gruber — 4 min
Email sent to Anna Pichler
Note left for Klaus Wimmer
Deal 'Berger Electrical' moved to Negotiation
Eva Hofer marked as VIP
Followed up on quote for Steiner Inc.
Callback with Sauber Cleaning completed
Your CRM, Your Industry
Not Off-the-Shelf — but Built for Your Daily Grind
A tradesperson needs different fields than a realtor. A club manages members instead of deals. We understand the difference — and we'll set up your CRM accordingly.
Industry-Specific Fields
Current Deals
Measurable Results
What Small Businesses Achieve with a Custom CRM
0
fewer lost inquiries
0
faster follow-ups
0
traceable customer history
0
missed callbacks
Next Step
Tell Us About Your Business
Every business manages customers differently. Some keep it all in their head, others have an Excel sheet with 47 tabs. Whether you need a simple CRM app or a fully custom CRM system for your small business, we listen first to understand how you truly connect with your customers.
Everything is set up individually for your business.