CRM analytics dashboard
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Gate B·7 SS International LLC

CRMDevelopment.

Every enquiry captured, every client tracked, every follow-up sent on time, in one system built around how your team actually works.

ApproachCustom or configured
ChannelsWeb · WhatsApp · Email
AutomationFollow-ups & tasks
VisibilityLive dashboards
01Overview

Leads don't get lost because people don't care. They get lost because they live in inboxes, chats and spreadsheets.

Analytics on screen

As your business grows across countries and time zones, enquiries arrive from your website, WhatsApp, email, ads and referrals. Without a single system to hold them, response times slip, follow-ups get forgotten and you can't see which channels bring in revenue.

We build CRM systems that fit your process rather than forcing you into someone else's. That can mean configuring an established CRM platform, or building a fully custom CRM with client portals and document tracking. Either way, every lead lands in one place, moves through a clear pipeline, and triggers the right automated follow-up.

You get faster responses, consistent follow-up, and live reports on your pipeline and revenue.

02Deliverables

What's included.

Every engagement is delivered end to end, with written updates at each milestone.

01

Process mapping

We document how leads arrive, who handles them and what 'won' means for you.

02

CRM build or configuration

A custom-built CRM, or an established platform configured to your workflow.

03

Lead capture integrations

Website forms, WhatsApp, email and ad leads flowing in automatically.

04

Pipelines & stages

Clear sales and delivery pipelines, with ownership and status at every step.

05

Automation

Follow-up messages, reminders, task assignment and notifications, so nothing is forgotten.

06

Client portal (optional)

Secure portals where clients can upload documents and track progress.

07

Dashboards & reporting

Live views of leads, conversion, revenue and team performance.

08

Training & support

Team training, documentation and post-launch support.

03Process

How it works.

Step 01

Discovery

We map your sales and delivery process, and your data.

Week 1
Step 02

Design

Pipelines, fields, automations and dashboards are specified.

Week 1–2
Step 03

Build & integrate

The CRM is built and connected to your channels, and existing data imported.

Week 2–5
Step 04

Launch & train

Go-live with team training and a support period.

Week 5+
04Preparation

What you'll need.

  • An outline of how you currently handle enquiries and clients
  • Your existing lead or client lists (spreadsheets are fine)
  • Access to your website, WhatsApp Business and email accounts
  • The reports you'd like to see each week
  • The number of team members who will use the CRM
Good to know

Custom vs. platform

Established CRM platforms are fast to deploy and cost-effective for standard sales processes. A custom CRM makes sense when your process is distinctive, for example multi-stage immigration or formation cases with document checklists. We'll recommend whichever fits better.

05FAQ

Questions,
answered.

Can the CRM handle WhatsApp leads?

Yes. We integrate WhatsApp Business so conversations and leads are captured and tracked alongside other channels.

Can you migrate our existing data?

Yes. We import your existing contacts, leads and client records from spreadsheets or other systems.

Who owns the data?

Your company does. Access, exports and admin rights stay with you.

Do you provide ongoing support?

Yes. Support and improvement plans are available after launch.

Never lose a lead.

Show us how your enquiries arrive today, and we'll show you how a CRM can capture and close more of them.

Book a free consultation WhatsApp us