Round 4 Media
CRM & customer follow-up
We select, set up and connect CRM systems, and improve platforms your team already uses. The aim is to keep customer details, conversations, responsibility and the next action together. We can build a custom CRM when suitable existing tools don’t cover the work.
What a customer record needs
Imagine someone asks for a quote through your website. The record should show the request, the person handling it and what happens next. After a phone call, the notes and follow-up date belong there too. Another member of the team should be able to help without asking the customer to explain everything again.
How we approach the setup
- Follow your current process
- We look at where inquiries arrive, who responds and how proposals or bookings are tracked. This helps us choose stages, fields and responsibilities your team can understand and maintain.
- Choose what to change
- We compare improving the existing platform, setting up another CRM and building a custom tool. A platform change also involves moving data and helping people learn the new process.
- Connect and check the handoffs
- Forms, calendars, email and other tools can pass the agreed information into the CRM. We check new inquiries, duplicate contacts and updates, along with reminders and reports that show what needs attention.
Talk with us
Bring your current CRM or show us how you track inquiries today.
We agree on the work and cost before a project begins.