CRM Setup and Pipeline Automation | Northview
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Keep track of your customers

One list of every customer and job, set up so your team actually uses it.

What is a CRM and does a small business need one?

A CRM is the list of everyone who contacted you and what happened next. That is all it is. A small business needs one the moment leads start getting forgotten, which is usually earlier than owners expect. Northview either cleans up and automates the CRM you have, or builds one that matches how you actually sell.

This is one of 21 systems Northview builds. See the full marketplace. Delivered as a custom.

Who this is for

You need this if any of these are true.

How it works

Three steps. You do one of them.

Step 1

We map how you actually sell

Your real stages, not a template's idea of them.

Step 2

We build or fix the CRM

Set up properly, with your existing contacts imported and deduped.

Step 3

We automate the movement

Leads enter, get chased and move stage without manual data entry.

What you get

Everything included.

FAQ

Questions about this system.

Do I need to buy a CRM first?

No. We recommend one that fits, or work with what you have.

What if my team will not use it?

That is usually a sign it was built wrong. If leads arrive automatically and follow-up is automated, there is much less to resist.

Can you move me off my current CRM?

Yes, including migrating the data.

Want this running in your business?

A 15-minute call. We look at whether this is the right fix for what you are dealing with, and tell you if it is not.

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