01
Setup & customisation
Pipelines, fields and views built around your sales process.
- Pipelines
- Custom fields
- Views
- User access
CRM solutions that keep every lead and customer in one place
We set up, customise and automate your CRM so leads are captured, followed up and tracked without manual work.
What's included
02
Data migration
Move contacts and deals from spreadsheets or your old CRM, cleaned and organised.
- Contacts
- Deals
- Spreadsheets
- Old CRM
03
Lead & follow-up automation
Leads from forms, ads and WhatsApp are routed and followed up automatically.
- Web forms
- Ads
- Follow-ups
04
Reports & training
Dashboards for your team, plus training so everyone uses the system.
- Dashboards
- Team reports
- Training
The difference
How CRM improves your business
Without CRM
Leads scattered across WhatsApp, forms and spreadsheets
Follow-ups forgotten or sent late
No clear view of the sales pipeline
Customer history lives in people's heads
Reports built by hand
With CRM
Every lead captured in one place, whatever the source
Automatic reminders and follow-ups, so no enquiry goes cold
A live pipeline showing every deal and its stage
Full history of every customer, shared with the whole team
Dashboards that show what is working, ready when you need them
Our process
From first call to go-live, in five steps
You know what happens at every stage and what we need from you.
- 1
Discovery & planning
We learn how your team finds, follows up and closes customers today, and agree what the CRM needs to do.
- 2
CRM setup
We build pipelines, fields, views and user access around your sales process.
- 3
Data migration
We clean your contacts and deals and move them in from spreadsheets or your old CRM.
- 4
Automation & testing
We set up lead capture and follow-ups, then test each flow with your team before launch.
- 5
Training & support
We train your team and stay on hand after go-live so everyone uses the system with confidence.
Who it's for
Built for businesses in different fields
Every industry works differently. We shape the system around how yours does.
Real Estate
Capture enquiries from portals, ads and WhatsApp, and follow up every viewing and deal.
Automotive
Track enquiries, test drives and follow-ups so no vehicle lead goes cold.
Education
Track enquiries, applications and admissions from first contact to enrolment.
Clinics
Manage patient enquiries, appointments and follow-ups without chasing messages.
Gyms & Fitness
Track trials, memberships and renewals, and remind members before they lapse.
Salons & Wellness
Keep client history and bookings in one place, and bring regulars back with timely follow-ups.
A CRM keeps every lead, customer and deal in one place, so nothing gets lost and your team always knows who to follow up with next. It gives you a clear view of your pipeline and what is working.
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Let's talk about what your business needs
Tell us what you are working on. We'll reply by email and show you what we can build or automate.
info@cleverwink.ae