CRM & Systems Setup

CRM & Systems Setup

CRM & Systems Setup

Every Enquiry, Followed Up.

Pipedrive and HubSpot set up around how you actually sell, so leads are logged, chased and tracked to revenue without anyone having to remember.

Estate agent leaning back with his feet on the desk, laughing on the phone
Estate agent leaning back with his feet on the desk, laughing on the phone
  • Business Strategy

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  • Website Build

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  • SEO + Topical Map

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  • Paid Ads

  • •

  • CRM & Systems

  • •

  • AI Services

  • •

  • Copywriting

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  • Video Production

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The problem

The problem

Leads don't go cold. They get forgotten.

An enquiry lands in an inbox, someone means to reply, and a day later they've booked with someone else. Most businesses don't have a lead problem. They have a follow-up problem.

Sticky note saying “Call back about kitchen quote!!” left on a counter as the assistant switches off the lights and leaves
Showroom owner and her team mapping their sales stages on a whiteboard, from enquiry to won

Why Maison Digital

Why Maison Digital

Built around your sales, not the software.

We design the pipeline around how you actually win work, then set up the follow-ups and the reporting. It connects to your website and ads, so you can see which marketing turned into revenue.



What’s included

The CRM, the follow-ups and the reporting. Set up once, so every lead is tracked from first enquiry to revenue.

CRM Set-Up

CRM Set-Up

Pipedrive or HubSpot configured, with a pipeline designed around how you sell.

Pipedrive or HubSpot configured, with a pipeline designed around how you sell.

Pipedrive or HubSpot configured, with a pipeline designed around how you sell.

Business owner reviewing a sales pipeline on a laptop

Workflow Processes

Workflow Processes

Lead routing and follow-up sequences tied to your CRM.

Lead routing and follow-up sequences tied to your CRM.

Lead routing and follow-up sequences tied to your CRM.

Phone on a shop counter showing a new enquiry notification

Reporting Dashboard Setup

Reporting Dashboard Setup

A monthly report showing enquiries, pipeline and revenue in one place.

A monthly report showing enquiries, pipeline and revenue in one place.

A monthly report showing enquiries, pipeline and revenue in one place.

Tablet on a desk showing an enquiries and revenue dashboard

Team Training

Team Training

Team Training

A walkthrough for you and your team, so the system actually gets used.

A walkthrough for you and your team, so the system actually gets used.

A walkthrough for you and your team, so the system actually gets used.

Owner showing two team members a CRM board on a laptop

Account Manager

Account Manager

Account Manager

One named point of contact who knows your business. No ticket queue, no rotating cast.

One named point of contact who knows your business. No ticket queue, no rotating cast.

One named point of contact who knows your business. No ticket queue, no rotating cast.

Business owner laughing on a phone call at her office window, laptop beside her

Ongoing support

Ongoing support

Ongoing support

Help and small changes as the way you sell changes.

Help and small changes as the way you sell changes.

Help and small changes as the way you sell changes.

Business owner on a relaxed call while his pipeline updates on screen

In numbers

Our impact in numbers

£012345678901234012345678901201234567890k+

in direct online revenue generated for a premium retail brand in 2026

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increase in average order value for a high end ecommerce store

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Years of marketing craft & business expertise

Real numbers from real work. No vanity metrics, no invented stats.

In numbers

Our impact in numbers

£012345678901234012345678901201234567890k+

in direct online revenue generated for a premium retail brand in 2026

012345678901230123456789012345678%

increase in average order value for a high end ecommerce store

0123456789010123456789012+

Years of marketing craft & business expertise

Real numbers from real work. No vanity metrics, no invented stats.

In numbers

Our impact in numbers

£012345678901234012345678901201234567890k+

in direct online revenue generated for a premium retail brand in 2026

012345678901230123456789012345678%

increase in average order value for a high end ecommerce store

0123456789010123456789012+

Years of marketing craft & business expertise

Real numbers from real work. No vanity metrics, no invented stats.

How it works

How we set it up

We map how you actually sell before we touch the software. Then we build the system around it.

1

Map your sales

We map how enquiries come in and how you win work.

2

Build the pipeline

Pipedrive or HubSpot set up around your process.

3

Automate follow-up

Lead routing and follow-up sequences switched on.

4

Report

A monthly dashboard showing enquiries, pipeline and revenue.

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Your questions answered

Your questions answered

Do I need a CRM?

Pipedrive or HubSpot: which is better?

Why do leads go cold?

What should a sales pipeline look like?

How do I track which marketing brings in revenue?

Stop losing leads you already paid for.

Book a call and we'll show you where your leads are slipping through.

Book a call and we'll show you where your leads are slipping through.

Happy business owner