Service · Operations
CRM and follow-up so no customer is left waiting
All your contacts in one place, each one at its stage, with the next step and who's doing it. Reminders and collections go out on their own.
The problem
In most businesses, customers are scattered: in the WhatsApp on each salesperson's phone, in a spreadsheet, in the Instagram inbox and in someone's head. While that person is around, it works. When they go on vacation or leave the company, the customers leave with them.
A CRM is the one list of who contacted you, what they want, where things stand and what's still left to do. It works if your team uses it, and your team uses it if it saves them work instead of adding to it.
What we set up
- An organized contact list: one contact per person, no duplicates, with where they came from (an ad, Instagram, a referral) so you know which channel brings in customers.
- Your industry's pipeline: stages with names your team already uses, and every contact in the right one.
- Reminders: for appointments, showings, reservations and pending calls, for the customer and for your team.
- Collections in sequence: the payment reminder goes out on its own, with the wording you approve, until the payment is logged.
- The weekly report: new contacts, replied to, booked, closed and awaiting payment, every Monday.
Sample stages by industry
| Industry | Pipeline stages |
|---|---|
| Real estate | Inquiry, showing booked, showing done, offer, signing |
| Hospitality | Inquiry, quote sent, booking, stay, invitation to come back |
| Fitness | Lead, trial class, member, at risk, canceled |
| Food service | Reservation, visit, returning guest, private event |
| Distribution | Order received, quote, approved, delivered, paid |
| Events | Lead, buyer, attendee, buyer for the next date |
How much it costs
The CRM comes with the chatbot, in the Website + chatbot package: from USD 400 setup and USD 59 a month, ready in 14 business days. Reminders, collection sequences and the weekly report are added as custom work and quoted in writing after the Audit.
FAQ
I already have a CRM. Do I have to switch?
Not just for the sake of switching. If your team already uses it and it can be connected, we work on top of it. In the Audit we look at whether it makes sense to connect it or replace it, and we tell you why.
Who owns the data?
You do. The CRM is in your name, with your logins, and you can export your contacts whenever you want.
What happens to the contacts I have in Excel or on my phone?
We move them into the CRM and organize them: one contact per person, no duplicates, with where they came from and their stage. It's part of the setup.
Does collections send messages to my customers without me seeing them?
The reminders go out with wording you approve ahead of time, in the order and on the days you set. You see every message sent in the CRM and you can stop a customer's sequence at any time.
Free Audit
Start with the free Audit
A guided 15 to 25 minute questionnaire about how your business works today. A person reviews it, and within 24 to 48 business hours you get a map of what to do first, with the reason for each item. The map is yours, whether you hire us or not.
- Food serviceRestaurants, bars, cafes and bakeries
- HospitalityBoutique hotels, vacation rentals and tours
- Real estateReal estate agencies, developers and brokers
- FitnessGyms and studios
- EventsProduction companies, promoters and venues
- ArtistsArtists, DJs and managers
- DistributionWholesalers, hardware stores and importers
Pick your industry to open its questionnaire. Would you rather talk it through first? Message us on WhatsApp.
The Audit is only available in Spanish for now. If you'd rather talk in your language, message us on WhatsApp or at hola@eltio.net.