Why a CRM?
As soon as enquiries come in by email, phone, website, messengers and social media, contacts and agreements get lost without a CRM. A CRM keeps everything in one place. It is also the base for any further automation: automatic replies, reminders, quotes and invoices from data you already have.
Small teams save the most time: no retyping, no lost enquiries.
What we do
- Selection: we compare the options for your team size, budget and plans for the next 1–2 years.
- Setup: fields, pipeline, roles and permissions that match your workflows.
- Data migration: contacts and history from Excel, email or old systems.
- Lead pipeline: a web form on your website, an automatic reply, a follow-up task and a reminder.
- Integrations: email, calendar, social media, invoicing software.
- Training: so the team actually uses the CRM.
Start free, self-host later
This is how we do it at Kosmo Team ourselves:
- Start free with a free plan, for example Zoho CRM.
- Learn your requirements: which fields, workflows and integrations do you really need?
- Switch on purpose to your own CRM on an open-source base, for example Twenty, on a server in the EU. You take your data with you by export.
That way you don’t pay for features you never use.