CRM & Follow-up

A good enquiry.
A clear next step.

Keep your enquiries, customer conversations and follow-ups organised in one place, with software access, setup and ongoing help.

Powered by Snapper CRM

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When keeping track becomes a job

Good enquiries
shouldn't go cold.

When contacts, messages and follow-ups live in different places, it is easy to lose track. Bring the work together so your team knows who needs a reply and what happens next.

Which inbox was that in?

Customer details and conversations are scattered across tools.

Did someone follow up?

The next call, quote or reminder depends on someone remembering.

No time to stay in touch?

Past customers hear from you less often than you would like.

Powered by Snapper CRM

One place for sales,
marketing and your customers.

Start with what will help your business now. The system can support more as your needs grow, without switching everything on at once.

Customer relationships

Keep contact details, conversations and history together so your team has the context.

Sales & follow-up

See where enquiries stand, assign the next step and keep opportunities moving.

Marketing & repeat business

Stay in touch with useful email campaigns, customer follow-ups and review requests.

Bookings & everyday admin

Connect forms, appointments and reminders, with automation for repeat tasks.

Connect the tools you already use.

Integrates with many popular business apps, directly or through tools such as Zapier. We'll confirm the connections, setup and any extra costs before you start.

We agree which tools, setup and support your plan includes before you start. Messaging usage and any optional extras are confirmed separately.

Included in your setup

The tools. The setup. Someone to help.

We help you get it working for your business and make it useful day to day.

The software

Access to Snapper CRM, with the customer, sales and marketing tools agreed for your plan.

The setup

Help configuring the system around the way your business handles new enquiries and customer conversations.

Someone to help

Ongoing help using the system, answering questions and working out what needs attention.

Getting started

Keep the setup simple.

We focus on the work you need to do, then build a setup your team can use.

  1. Map the follow-up

    Understand how enquiries arrive, who responds and where things get stuck.

  2. Set up the essentials

    Configure the agreed workflows and help your team get comfortable using them.

  3. Keep it useful

    Get help with questions and agree any further changes as your business needs evolve.

Part of a bigger picture? Bring follow-up together with your website and marketing when it makes sense for your business.

Explore Growth Plans

A little more clarity

CRM & follow-up questions.

What you need to know before adding another tool to your business.

What is a CRM?

A customer relationship management system keeps contact details, enquiries and follow-up activity together. It gives your team a shared place to see who needs a response and what should happen next.

Do you set it up for us?

Yes. Software access, setup and ongoing help are part of the service. We first agree the workflows, any connections and the help your team needs, so the setup has a clear scope.

Can it work with our existing website or tools?

We review your current setup and confirm which connections are suitable before work starts. You do not need to assume a new website is required.

Is this included in a Growth Plan?

CRM and follow-up can be part of a Growth Plan where it suits your priorities. We will confirm the software, setup and ongoing support in your agreed scope; it is not automatically included in every plan.

What does it cost?

We will recommend a scope and price after understanding your team and requirements. Your proposal will explain the software access, setup work and ongoing help before you commit.

Already using Snapper? Log in to Snapper CRM

Let's make progress

Make room for
better follow-up.

Tell us how you handle enquiries today and what is getting in the way. We'll help you work out whether Snapper CRM is a good fit.

What happens next?

We'll review your enquiry and get in touch to understand what you need. Then we'll recommend a clear next step, with scope and costs agreed before work starts.

How can we help?

A new project, ongoing support or a clearer plan.

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