Clean contact model
Store only the customer, source, service, status, and context the team will actually use.
BUSINESS SYSTEMS
CRM Setup & Lead Pipelines
A practical shared record for every inquiry, next step, owner, and outcome—connected to the website that generated the lead.
Plan this projectDIRECT ANSWER
A small-business CRM should make follow-up easier, not create another database to maintain. NDWS configures the minimum fields, stages, tasks, and reports needed to move a real inquiry toward a decision.
WHO THIS IS FOR
A focused fit for practical growth.
Teams receiving leads from several channels
Owners who cannot see follow-up status
Businesses preparing estimates or consultations before a sale
THE BUSINESS PROBLEM
Fix the handoff, not just the screen.
Leads are missed when contact details live in inboxes, notes, form notifications, and individual phones. Generic CRM setups add dozens of unused fields without defining who follows up or what each stage means.
A small-business CRM should make follow-up easier, not create another database to maintain. NDWS configures the minimum fields, stages, tasks, and reports needed to move a real inquiry toward a decision.
WHAT NDWS BUILDS
A foundation that works after launch.
Defined lead stages
Give each stage an entry condition, owner, next action, and measurable outcome.
Website connection
Create or update the right record from qualified forms while preserving consent and source information.
KEY CAPABILITIES
Useful on day one. Ready to evolve.
01Contact records
02Lead-source tracking
03Visual pipeline
04Tasks and reminders
05Notes and activity
06Pipeline reporting
EXAMPLE WORKFLOW
A clear path through the work.
1Inquiry
2Qualify
3Follow up
4Propose
5Decide
6Review
SCOPE GUIDANCE
Know the starting point before committing.
Typical timing
A focused CRM Lite setup can launch with a Flow website plan. Complex migrations and multi-team permissions are phased after data review.
Pricing approach
CRM Lite is included in qualifying Flow plans starting at $199 per month. Migration, cleanup, and third-party CRM fees depend on the selected platform and data.
Service area
CRM implementation is available remotely, with workflow discovery for Yakima Valley, Tri-Cities, Spokane, and other Washington businesses.
FREQUENTLY ASKED QUESTIONS
Questions business owners ask before starting.
Do we need Salesforce or another large CRM?
Not necessarily. The right choice depends on lead volume, team roles, integrations, reporting, and how much administration the system requires.
Can you import our spreadsheet?
Usually, after duplicate records, missing fields, consent, and ownership are reviewed. The import is tested before replacing a working source.
Can the CRM track where leads came from?
Yes. Website forms and campaign links can preserve source information so reporting connects inquiries with the pages and channels that produced them.
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