For Australian businesses
CRM setup
for a small team.
Set up a simple system that shows, for every enquiry, who is looking after it and what happens next.
Tell us about your business and what you need.
CRM setup at spareday
Start with a simple setup.
CRM setup for a small team means one place where every enquiry lands, with an owner and a next step, kept simple enough that the team actually uses it.
A small team is more likely to use a CRM that asks for a few useful fields than one built for a large sales department. spareday sets up the simple version first, so every enquiry has an owner and a next step. Based in Newcastle, spareday works with businesses across Australia.
What to set up first
Four fields per enquiry.
- Where it came from
- Search, an advertisement, a referral or the Google listing, which is how you judge your marketing.
- Who owns it
- One named person, so it is clear who follows it up.
- What stage it is at
- New, quoted, won or lost, which is enough for a small team.
- The next action and a date
- Which turns the system into a list someone can work from on Monday.
The source field also shows which marketing brings enquiries, including referrals.
What to leave until later
Features that can wait.
Lead scoring, forecasting, long custom forms and automatic emails to customers suit larger teams and add typing. They can be added later, once the team trusts the records.
How it works
One list, one weekly review.
Most of the work is making the system easy for the team to use every day.
- Bring every enquiry into one list
- Web forms, phone and email, so separate lists do not reappear.
- Set up the four fields
- Nothing more to start with.
- Agree a weekly review
- Fifteen minutes on open enquiries, where the forgotten ones surface.
- The owner uses it too
- When the owner works from the same list, the team usually does too.
Before you decide
Owned by your business.
You own what we set up. It runs on accounts in your business's name and keeps working if you stop working with us. Ongoing support is agreed in the scope.
For automating the follow-up around it, see business process automation. For calls, see the AI receptionist. If you need a system built around your own way of working, see custom software.
From clients
What clients say about working with spareday
“Excellent in all facets of web design with particular expertise in SEO and email marketing. Online visibility has skyrocketed since working Reece which translates as flawless customer relations, new leads and new customers.”
“He didn’t just build me a great website, he created an easy-to-manage system that allows me to make updates myself whenever I need to. He has spared me so much time doing all of this myself!”
“He was able to take our rough ideas, from concept through to reality. The site has provided an influx of new members, helping to keep our club viable.”
“Huge shoutout to Reece for building my website for Hughesys Painting Services. Since it went live my phone hasn’t stopped ringing.”
Official guidance
For independent background, read the official guidance on choosing digital tools and protecting your business online.
A few practical details
Before we get started.
What should a small team set up first?
Four fields per enquiry: where it came from, who owns it, its stage and the next action with a date.
Which CRM should we use?
Many will do. We look at what you already use before suggesting a change.
What about lead scoring and forecasting?
They suit larger teams. For a small team they mostly add typing, so leave them until the basics are trusted.
How do we get the team to use it?
Keep it short, put every enquiry in one place, review it weekly, and have the owner use it too.
What do you need for a quote?
Tell us how enquiries arrive, how many you get and the tools you use now. We discuss the scope and provide a free quote.
Who you’ll work with
Hi, I’m Reece.
I run spareday from Newcastle. Tell me what your business needs and what is already in place. I’ll work through the scope with you and explain the proposed work before you decide.
Find us
spareday in Newcastle.
12 Grey Street, Wickham, Newcastle NSW 2293.
Your next step
Tell us how enquiries arrive now.
Describe your enquiries and the tools you use. We’ll discuss a defined scope and provide a free quote.
Get a free quoteOr call 0485 017 387.