CRM Sales Pipeline Setup & Optimization

A Customer Relationship Management (CRM) system is essential for organizing leads, tracking communication, and managing the sales pipeline. Peakwa provides professional-grade CRM setup and optimization services tailored to small businesses that need structure, efficiency, and full visibility into their sales process.

CRM Optimization

We customize CRM pipelines based on your business model, lead stages, and customer flow. Our team sets up stages such as “New Lead,” “Contacted,” “Qualified,” “Proposal Sent,” “Follow-Up,” “Closed Won,” and “Closed Lost.” This helps business owners and staff track customer progress with clarity.

Automation Integration

Automation Integration

Peakwa also integrates automation into the CRM so tasks like reminders, notifications, and follow-ups happen automatically. This reduces manual work and ensures no lead is forgotten. We connect your CRM to booking calendars, communication tools, websites, forms, and phone systems for a seamless experience.

Full Control

Full Control

Our CRM optimization services include dashboard creation, custom reporting, email templates, user permissions, and workflow automation. This gives business owners complete control and visibility over their sales pipeline, allowing them to make informed decisions and manage their team effectively.

Professional Operation

Professional Operation

By implementing a structured CRM system, Peakwa helps businesses operate more professionally, increase lead conversion, and maintain long-term customer relationships.

CRM Setup & Optimization

Organize your sales and close more deals. Contact Peakwa.