CRM SYSTEM.

A good Customer Relationship Management system not only keeps all your customer information consistent and in one place, it tracks and stores all interactions with your prospects and customers, improves communication across your organisation and builds your relationships with your customers.
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Setup

We will streamline your processes and help you scale and grow your business by giving you the tools you need to manage your contacts your effectively. We will help you choose the CRM system most suited to your requirements, taking into account your business processes and objectives. We will then set up your system and import your contacts.
integration

Integration

To free you up to focus on running your business, we can integrate your CRM system with your accounting system and ecommerce store. All systems work automatically and seamlessly together, eliminating duplication of effort and saving you time and money.
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Training

To upskill you and your staff, we can provide as much or as little training as necessary, to enable you to use your CRM system as effectively as possible. Training is usually carried out remotely, but can also be conducted on site.
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Support

To give you peace of mind, we offer 24/7 telephone and email support for your CRM system. The support is designed for ‘how do I?’ questions and issues with the system to help meet your daily user requirements. We have a dedicated support portal and ticketing system, so that we can report on the status of your query at all times.
GET IN TOUCH

For information about CRM platforms, see below

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Essentials

All the Basics
from £ 197
+ VAT p/m*
  • Setup of your Customer Relationship Management system
  • Consultation on the right system to meet your needs
  • System setup that is tailored to your needs
  • Training
  • 1 hour demo/walkthrough
ENQUIRE

Premium

Our Most Popular Plan
from £ 275
+ VAT p/m*
  • Setup of your Customer Relationship Management system
  • As per Essentials package
  • Training
  • As per Essentials package
  • Support
  • 24/7 telephone and email support for your CRM system
ENQUIRE

Premium Plus

Complete Care
from £ 375
+ VAT p/m*
  • Setup of your Customer Relationship Management system
  • As per Premium package
  • Training
  • Half/full-day on-site/remote bespoke training (depending on requirements)
  • Reporting and Consultation
  • Monthly report bringing all your key stats together for opportunity maximisation
  • Highlighting possible integrations with other systems
  • New system features
  • Integration with your other systems
  • Integration of your CRM system with your other systems, for example, with your cloud accounting system, your ecommerce store, your MailChimp account
  • Support
  • 24/7 telephone and email support for your CRM system and integration issues
ENQUIRE

* Terms and conditions apply and that all monthly packages are subject to a minimum period.

WHAT OUR CLIENTS SAY.

I've dealt with Phil Oakley and OutserveWeb for about 2 years now. They look after all the aspects of my business in respect of cloud computing. I use cloud based CRM systems via Outserve and the accounting software they sourced for me XERO has really increased my business productivity. I would highly recommend Phil Oakley and all his team.
Andy HarrisonHarrison Digital Media
I’m very impressed - I wish I’d done it years ago!
Dee HoldenPromec Dental
OutserveWeb helped my company to install a suite of packages which included Capsule CRM, Accountancy (Xero) and Mailchimp. They have been radically beneficial to my business…. Fully endorsed.
Jonathan RatcliffeJMR Sales and Consultancy
The Capsule CRM product has proved to be a lifesaver for me, and having client information at our fingertips enables us to provide a thoroughly professional service for our customers. The fact that you can access the information from anywhere has been useful when working from home, allowing me to upload quotations easily. I’m very impressed – I wish I’d done it years ago!
Dee HoldenPromec Dental

CASE STUDIES.

Project, Management System for Research Company, Image of Children

Reaching New Heights: A New CRM & Project Management System for Swiss Peaks

SwissPeaks, based in Cannock, works with research agencies and end clients alike to deliver research projects (predominantly multi-country and internationally focused) using a combination of technology, excellent data management practices, creativity and innovation. They’ve worked hard to position themselves at the forefront of what they do and work with some big name clients, including the BBC World Service. However, their own project management system was in need of an overhaul to match their lofty status and ambitions, and so they got in touch with us…

Andy Madeley

SwissPeaks

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OUR NEWS & VIEWS.

Reduce stress using a crm

Combatting Stress in the Workplace Using a CRM

April 23, 2019 No Comments

Customers are vital to the health of your business and it is important to maintain relationships, whilst ensuring that no leads slip through the cracks.

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Trello logo

Project Management with Trello

March 26, 2018 No Comments

Trello is an online collaboration tool and provides a simple system for organising and monitoring projects at a glance. Find out how we use Trello to keep client projects on track.

Read More →
Slack logo

Managing Projects in Slack

March 20, 2018 No Comments

This article looks at the different ways you and your team can work on a project in Slack and looks in particular at how OutserveWeb uses Slack for coordinating client system implementation and integration projects.

Read More →