Give every enquiry a next action
Custom CRM
A tailored pipeline and follow-up system built around your current sales process.
Start a conversation
The intended outcome
A visible route from enquiry to contact, appointment, decision and next action, without promising guaranteed bookings or revenue.
A good fit when
You know what needs attention.
- Enquiries are scattered across channels and ownership is unclear
- The team is slow to respond or inconsistent in follow-up
- A repeatable pipeline process exists but is not yet operating consistently
What is included
The work you can expect.
- One CRM workspace
- One pipeline of up to eight stages
- One form and one calendar
- Up to five workflows with mapped triggers and up to eight actions each
- Up to eight email or SMS templates
- Up to two native lead-source integrations
- Source and campaign fields
- Operational dashboard
- User roles and access review
- Test leads and launch QA
- One administrator training session
- System notes and monthly support review
What we track
The signs that tell us what to do next.
- Response time
- Stage conversion
- Follow-up completion
- Source quality
Outside this scopeWhat is not included.
- CRM platform subscription and usage fees
- Custom API development
- Migration of more than 1,000 records
- Large duplicate-cleansing programmes
- Multiple brands or sales pipelines
- Voice AI and call-centre operations
- Payments, ecommerce or regulated data workflows
- Around-the-clock support coverage
What we need from youYour part of the work.
- Own licences, platform access and team users
- Provide lawful consent, privacy settings and contact data
- Complete phone and email registration for the account
- Define clean sales stages, owners and follow-through rules
- Nominate a sales-process owner and complete the workflow review
- Monitor live opportunities and maintain team response behaviour
Getting startedHow the first few weeks work.
- Map the actual enquiry-to-booking process and ownership
- Confirm data sources, consent, integrations and account permissions
- Freeze stages, workflow counts and template allowances
- Prepare test leads, launch plan and ownership handover
Timing: Three-month implementation with process map, staged build and testing, then launch, training and monthly optimisation.
How the work runs
A clear rhythm from start to review.
- 01Map
- 02Configure
- 03Test
- 04Handover
Questions
A few things people often ask.
How does custom crm start?
We begin with discovery, access and a written scope. Deliverables, responsibilities, timing, measurement and exclusions are clear before delivery starts.
What will it cost?
We will shape a scoped quote around your pipeline, follow-up journeys, integrations, team training and support needs.
Can this work with our existing team and suppliers?
Yes. Social Loom can own a focused workstream or coordinate with your team and specialist partners. Every hand-off and review point is named in the scope.
What does the setup fee cover?
Setup covers mapping, build, testing, onboarding and launch readiness for one defined pipeline and the scope defined in this service.
Which fees are separate from the package?
CRM platform, message, payment or ecommerce extensions, and custom API development are separate unless included in the written scope.
Is the service guaranteed to increase bookings?
No. We improve visibility and follow-through, but bookings and revenue are not guaranteed outcomes.
Start a conversation
Talk through custom crm.
Tell us what should work better. We will look at the gaps between attention, action and follow-through before recommending a scope.