CRM Lead Management System

Structure Your CRM Around How You Actually Sell.

If your CRM feels cluttered, unclear, or no one’s using it properly — it’s likely a lead management problem. I help businesses design clean, effective pipelines, deal stages, and segmentation systems that give you visibility, consistency, and better conversions. From initial enquiry to closed deal, I’ll help you build a CRM that’s easy to follow so you or your sales team can focus on selling.

CRM Consultant

Lead Management System

What a CRM Audit Covers

When your CRM isn’t structured properly, it doesn’t matter how many leads you generate — you’ll still lose deals due to confusion, inconsistency, or missed follow-ups.

Here's what poor lead management looks like:

Leads sit in the wrong stage with no clear next step

Without clear deal stages and definitions, leads get stuck. No one knows who’s responsible for moving them forward — or when it should happen. This slows down the sales cycle and creates bottlenecks in your pipeline.

No one knows which leads are high-priority

If your CRM doesn’t help you qualify or score leads, your team wastes time chasing low-intent enquiries while hot leads slip through the cracks. Prioritisation becomes guesswork — and that costs you sales.

Review of Campaigns & Automations — “Working Smart, Not Just Hard?”

When your CRM doesn’t mirror how your team actually sells, they start working around it. That usually means spreadsheets, sticky notes, or forgotten follow-ups — none of which scale, and all of which lead to lost opportunities.

You can’t report accurately on what’s working

If your CRM isn’t structured clearly, your reporting becomes messy or meaningless. You can’t see where leads are coming from, what stage they drop off, or which activities actually drive conversions.

What I optimise

I don’t just tidy up your CRM — I build a lead management structure that fits your sales process, supports your team, and gives you visibility at every stage. Here’s what that includes:

Lead Pipelines

I design pipelines that reflect how your business actually sells — not how the CRM came out of the box. Each stage is mapped to your real-life process, so you can easily track where every lead is, what needs to happen next, and where deals are slowing down.

Stage Definitions

Ambiguity kills momentum. I create clear, agreed definitions for every stage in your pipeline — so your team always knows when a lead should move forward, what action triggers it, and who’s responsible for doing it.

Segmentation & Scoring

Not all leads are created equal. I help you set up tags, labels, and lead scoring rules that sort prospects by quality, intent, or behaviour — making it easier to prioritise the best opportunities and personalise your follow-up.

Task & Activity Flows

Consistency is everything. I build simple, repeatable workflows that prompt follow-ups, assign tasks, and make sure no lead is forgotten. Whether you’re a solo operator or managing a sales team, you’ll know exactly what to do — and when to do it.

CRM Lead Management System

What a CRM Audit Covers

What I optimise

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