Contacts and account records
Organize people, companies, relationship history, and relevant details. Define the fields your team needs and avoid collecting information without a purpose.
CRM & Lead Management
Know who needs a follow-up.
A client-owned CRM built around your customer relationships, sales process, and account activity. Keep conversations, responsibilities, and next steps in one place.
How this helps your business.
Whether your company sells products, manages accounts, or provides ongoing support, customer information needs to remain useful beyond one inbox or one person.
- Keep the customer history together
- Keep the history of inquiries, conversations, and account activity available to the people who need it.
- Assign responsibility for follow-up
- Show who owns the relationship, what needs to happen next, and which opportunities need attention.
- Fit the way you sell
- Use stages, fields, and views that reflect your sales cycle instead of forcing the team into unrelated steps.
What we can help with.
Choose the support that fits your company. We agree on priorities, requirements, and scope before the work begins.
Lead intake and source tracking
Bring inquiries from agreed forms or supported systems into a consistent intake process. Retain source and interest information for a more informed response.
Sales stages and next actions
Shape the pipeline around your sales process, whether that involves quotes, account discussions, or longer buying cycles. Make ownership and follow-up dates clear.
Team views and permissions
Design working views for different roles and responsibilities. Set access around what each person needs to see or change.
Connections and data preparation
Review existing records and supported integrations before moving or connecting information. Plan field mapping, duplicate handling, and validation as part of the scope.
Ownership, hosting, and handoff
Agree on infrastructure, backups, maintenance, and support responsibilities. Provide practical documentation and test the daily workflow before the team takes over.
Related work.
Systems review + CRM
O'Donnell Performance Coaching
Reviewed the process, reduced bloat across existing tools, and created a self-hosted CRM around the coaching workflow.
Visit website (opens in a new tab)How we approach the work.
Map the lead journey
Understand where inquiries arrive and what happens next.
Build around the workflow
Shape stages, fields, permissions, and daily actions.
Prepare the handoff
Test the working process and document how to use and maintain it.
Before we start.
What does self-hosted mean?
The system runs on infrastructure set up for your business. We agree on hosting, maintenance, backups, and support as part of the project scope.
Can you work with an existing CRM?
We start by reviewing what you have. The right answer may be an integration or process improvement rather than a replacement.
Does client-owned mean there are no ongoing costs?
No. Infrastructure and maintenance can still have costs. We define the responsibilities and expected running costs for the specific project.
Related services.
Tell us what you need.
Tell us how you manage customers and leads today, and where follow-up gets difficult.