“We need a CRM that fits
the way we sell.”
Start with the process.
Map the journey, define useful stages and build a setup the team can understand.
Lock & Quay CollectiveA clearer
CRM + follow-up + connected systems
A clearer
sales process.
A CRM your team
can rely on.
We set up, fix and connect your CRM so leads have an owner, follow-up has a clear next step and your team can see what’s moving.
HubSpot · GoHighLevel · Pipedrive · Zoho
- 01Captured
A new enquiry
Someone shows interest.
- 02Assigned
An owner
The right person gets the context.
- 03In progress
A next action
Useful follow-up keeps moving.
- 04Ready
A conversation
Your sales team takes it from here.
Less chasing. Clearer ownership.
Built around a real business
A move to HubSpot.
A system that fits.
RoostUp’s story brings the work into focus: a CRM migration shaped around how the business actually operates.
RoostUp / Pipedrive → HubSpot
Start with the way
the team works.
A platform move is a chance to make the process clearer. Hear Mario’s account of the project and the thinking behind the migration.
Also in GoHighLevelWatch the Housebender story ↗
Start with what is getting in the way
You have the tools.
Does the work flow?
A new setup, a rescue or a move to something better. The scope follows the problem.
“We need a CRM that fits
“The CRM is full.
Nobody trusts it.”
Make the information useful.
Clean up the data, clarify ownership and make the pipeline and reporting easier to rely on.
“Good leads come in.
Then everything goes quiet.”
Give follow-up a proper home.
Connect routing, tasks, reminders and nurture to a clear next action. Re-engage older leads where there is a useful reason to follow up.
“We’re moving platforms.
We don’t want to move the mess.”
Plan the move properly.
Work through the fields, workflows and migration checks before the new system takes over.
“Our tools don’t talk.
Our team does the copying.”
Connect what needs connecting.
Connect your CRM and marketing tools to share useful context and track opportunities back to campaigns.
The bit in between
Interest is a start.
What happens next?
The same good lead can have two very different endings. The difference is what happens around it.
When it breaks
Good interest. No clear next step.
They show interest
A promising enquiry.
Context gets lost
The hand-off is unclear.
Nobody owns it
Someone else will reply.
Follow-up stalls
Too late. Too generic.
The lead goes cold
The moment has passed.
When it works
Every meaningful step has an owner.
They find you
The ad or message lands.
They show interest
An enquiry or a reply.
Someone owns it
The right person gets context.
Follow-up happens
Useful contact continues.
A conversation
Your sales team takes it on.
A CRM doesn’t make the sale.
It helps make sure the lead gets to someone who can.
How the work takes shape
Understand it.
Then build it.
We agree the useful scope, work in sensible phases and check the workflows against what the team needs to do.
Find it.
Map the process. Find what is getting in the way.
Fix it.
Agree the useful work. Build it in sensible phases.
Prove it.
Check what changed. Decide what is worth improving next.
Johnny Kim · Founder“The best answer might be simpler than the brief. Our job is to find it.”
Practical questions
Before you
change anything.
Can you work with the CRM we already have?+
We start by understanding what works, what does not and what the business needs. The answer may be a better setup in the system you already use. A platform change needs a reason.
Do you handle new setups and migrations?+
Yes. New setups, clean-ups and migrations are all part of the work. The starting point and scope depend on the process, data and systems involved.
Can you connect our other tools?+
We review how your systems can share the information you need. That may involve an existing integration, automation or practical custom software. We recommend AI only when it solves a clear business problem.
How are timing and cost agreed?+
They follow the agreed scope. We first need to understand the process, complexity and constraints, then set out the work and commercial terms.
What happens after the build?+
We agree the validation, handover and support requirements as part of the scope. Documentation, training and ongoing improvement should have clear expectations.
A useful first conversation
Let’s make your
CRM make sense.
Tell us what your team is trying to do, which tools you use and where things get stuck. We’ll talk through whether we can help.
Book a discovery callNo hard sell. Just a clear starting point.
Before we talk
What will we talk about?+
Your business, the problem you want to solve and what you have already tried. You do not need a perfectly written brief.
What if I need help with both?+
That is a useful reason to talk. We look at how acquisition, your CRM and follow-up connect, then agree where to start.
Do you take over the sales calls?+
Your team owns the sales conversation and the close. We help the right opportunities reach them with useful context and a clear next step.