Challenge
Customer information was scattered across spreadsheets, emails and salespeople’s personal notes. It was hard to track sales progress, opportunities were missed, and data was lost when staff changed.
Solution
Fetek built a web and mobile CRM that centralises customer data and manages the sales pipeline, appointments, contracts and service requests, with role-based access and API integration with the business’s existing systems.
Value delivered
- A single source of customer data across departments
- Real-time visibility of the pipeline and sales performance
- Automated reminders that reduce missed opportunities
- Customer knowledge retained when staff change
