CRM setup, deal pipeline optimisation, and marketing enablement
Identity Wraps needed a centralised system to manage enquiries, quotes, jobs, and customer communication - without adding admin or complexity. We were brought in to set up and optimise their CRM platform, streamline internal workflows, and create a foundation for ongoing marketing and customer upsell, all within one joined-up system.
Our involvement
We designed and implemented a bespoke CRM setup for Identity Wraps, built around how the business actually operates day to day. Our focus was on simplifying enquiry handling, improving visibility across jobs and schedules, and reducing admin through clearer deal stages and system integration.
Alongside operational improvements, we also prepared the CRM as a marketing tool - enabling structured customer communication, repeat engagement, and future upsell opportunities - all within one central platform.
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CRM platform setup and configuration
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Custom deal pipelines aligned to workflow
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Streamlined enquiry and scheduling management
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Integration of the quoting platform
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CRM structure prepared for monthly newsletters
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Keyword-aligned fields to match core services
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A scalable system designed to grow
The result:
Reduced admin time with clear visibility.
Streamlined enquiry to delivery flow.
Scalable system with one source of truth.
