Lead Tracking
A website enquiry creates a lead record, shows who should follow up and tracks the prospect from first contact to conversion.
Project2Pixel services
CRM & Business Systems
Bring leads, customer information and follow-ups into one practical system your team can use consistently.
Improve Your Business SystemsOne organised source of information
Move Beyond Scattered Spreadsheets and Inboxes
Project2Pixel reviews how enquiries, contacts, customers and follow-ups are currently managed, then configures a right-sized system around the way your organisation actually works. The aim is clearer ownership, more reliable follow-up and information that is easier to find.
Tell Us What You NeedWhat We Can Help With
- Review of the current information-management process
- CRM assessment, recommendation and setup
- Lead and enquiry pipelines
- Customer, stakeholder and organisation records
- Custom fields, stages and statuses
- Connected enquiry and onboarding forms
- Follow-up tasks and reminders
- Basic dashboards and reports
- Agreed data organisation and cleanup
- Importing suitable existing records where scoped
- Connections with websites and productivity tools
- User training and handover documentation
Typical projects
How a Better System Helps
Client Onboarding
A structured form collects new-client information and documents, updates the client record and supports the next internal tasks.
Business Information Management
Give the team one place to view enquiries, client statuses and leads requiring attention.
Programme and Stakeholder Records
Organise programme participants, partners, stakeholders or beneficiaries using fields and statuses suited to the work.
A practical delivery process
Built Around the Real Process
We understand the users and desired outcome, review the current information flow, configure the agreed system, organise or import suitable records, test the setup and provide training and handover guidance.
Who It's For
Suitable for small businesses, consultants, startups, NGOs and programme teams managing important contacts and follow-ups across spreadsheets, email or disconnected tools.
Recommendations are proportionate to the organisation's size, number of users, processes and budget. Unnecessary enterprise software is not the goal.
Clear scoping
Tailored Project Pricing
CRM and business system projects are scoped according to your current setup, number of users, required workflows and integrations. Following an initial consultation, you'll receive a clear project scope and quotation.
Request a ConsultationExplore our services
Need Something Else?
Our services can be used independently or combined as your needs grow.
Ready to Organise Your Business Information?
Tell us how you currently manage enquiries, customer information and follow-ups, and we will help define a suitable next step.
Improve Your Business Systems