CRM, built around how you sell

A customer list that actually helps you sell.

We build CRM systems around how your team already works, not the other way around. Customer records, follow-ups, and sales pipelines, in one place instead of a dozen spreadsheets.

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1 Place for every customer record

0 Leads lost to a forgotten follow-up

Live Pipeline visibility

Custom Built around your workflow

CRM customer records and pipeline dashboard

01 — Customer records

Every customer, in one place.

Contact details, purchase history, notes, and past conversations, all attached to the customer instead of scattered across emails and spreadsheets.

Full contact and purchase history in one record
Notes your whole team can see and add to
Searchable, so nothing gets lost
Imported from your existing spreadsheets or system

Ask about migration

02 — Pipelines & follow-ups

Leads that don't go cold.

We set up pipelines that match how your team actually sells, with reminders so a promising lead never just quietly disappears.

Pipeline stages built around your sales process
Automatic reminders for follow-ups
Clear view of what's stuck and what's moving
Works for sales teams of any size

See a pipeline demo

03 — Reporting

Know what's actually working.

Reports on repeat customers, sales performance, and where leads come from, so decisions are based on numbers instead of guesses.

Repeat customer and retention tracking
Sales performance by person or team
Lead source tracking
Reports built for what you actually want to know

Ask about reporting

Capabilities

Everything a CRM setup needs.

Every rollout is scoped to how your team actually sells — small team or growing sales floor.

Contact management

Every customer record, note, and interaction in one searchable place.

Sales pipelines

Stages that match your actual sales process, not a generic template.

Follow-up reminders

Automatic nudges so leads don't sit untouched.

Team access

The right people see the right records, with permissions you control.

POS integration

Connect to your point-of-sale so purchases sync automatically.

Ongoing support

Help when you need to change something or add a new team member.

Engagement path

From spreadsheets to a working CRM.

A clear four-step path — scoped to your sales process before anything is built.

Assess

Review how your team sells today and what's slipping through the cracks.

Build

Pipelines, fields, and permissions configured around your actual process.

Migrate & train

Existing data moved over, and your team trained on what they'll actually use.

Support

Ongoing help as your team and process change.

FAQ

Questions we get about CRM setups.

We already use spreadsheets. Is it worth switching?

If you're losing track of follow-ups or can't easily see what's happening across your team, yes. We'll look at what you have now and tell you honestly if a CRM would actually help.

Can you move our existing customer data over?

Yes. We handle the migration from spreadsheets or another system, so you don't start from zero.

Will our team need training?

We train your team on the parts they'll actually use, so it doesn't feel like learning a whole new piece of software.

Does this work with our POS system?

Yes. We can connect it to your point-of-sale so purchases and customer activity stay in sync. See our POS Systems page.

What if we need something automated too?

We can connect your CRM to other tools so data moves without manual entry. See Business Automation.

Free strategy call

Ready for a CRM that fits how you sell?

Thirty minutes. Tell us how your team works today — we'll map out what a proper CRM setup looks like.

Book Free Call info@shumailtech.com