CRM Consultant for Exeter Businesses
Connect enquiries, quotes, customers and operational work into one dependable system.
People
People shape the experience behind your brand promise. A CRM can support them, but the system only helps when responsibilities are clear and the team knows how to use it. I connect customer information with the practical habits that make service more dependable.
This can include CRM setup, enquiry ownership, follow-up guidance, customer histories, onboarding and team handovers. We look at where customers have to chase or repeat themselves, then improve the tools and working practices behind those frustrations.
The question: Does your team have the information, ownership and guidance to look after customers well?
Explore all seven parts of the MrKeating Mix → · Read the 7 Ps guide
Stop running the business from scattered inboxes and memory.
I connect enquiries, quotes, bookings, customers and operational work into a dependable system that people can actually use.
The work may include
CRM and pipeline design: clear stages, ownership and next actions from first enquiry through delivery and follow-up.
Connected workflows: booking, quoting, email, WooCommerce, Xero and internal tools passing useful information without repeated copying.
Dashboards and portals: lightweight interfaces that answer real operational questions instead of creating another place to update.
The system should reduce decisions.
The right setup removes repeated admin, exposes missed follow-up and makes the next action obvious. It should not create dependency on a complicated technology stack.
Let’s talk about your business.
Free, 20-minute conversation. Tell me what you need help with and we will work out the next step.