CRM setup
Your pipeline currently lives in a spreadsheet and one person’s memory.
It is called leads_FINAL_v3(1).xlsx, three people have different copies open, and the parts that matter live in one colleague’s head and a WhatsApp group. That works until they take leave. We migrate you onto self-hosted Frappe CRM, de-duplicate the history, and build the pipeline around how you actually sell, with no per-seat licence bleeding you every month.
What you get
- Frappe CRM, self-hosted, no per-seat licence bleeding you monthly
- Your existing data migrated and de-duplicated
- Pipeline stages that match how you really sell
- Training, and follow-up once the novelty wears off