CRM and enquiry handling
Track enquiries, contacts, opportunities and next actions. Capture calls and website forms in the agreed sales process.
For owner-led firms managing enquiries, proposals, client onboarding, delivery and recurring work.
Clarify which clients and services to focus on, organise sales follow-up and make the handover into delivery consistent. Defined programmes use your service information, roles and working examples.
A new client moves from enquiry through proposal and onboarding with fewer missing details and a named owner at each stage.
Select the tools that support the agreed process. They are separate from the consultancy programme and subject to platform fit.
Track enquiries, contacts, opportunities and next actions. Capture calls and website forms in the agreed sales process.
Use approved proposal templates, electronic signatures and document requests through supported tools.
Track project stages, responsibilities, workload and agreed deadlines using a selected project platform.
Schedule relevant follow-up emails, organise renewal reminders and report on a small set of agreed delivery and sales measures.
Specialist practice management, regulated advice and industry-specific case systems are assessed separately. We check supported connections before including them.
Explore the full software offeringAgree the client onboarding process and the information needed to begin work.
Configure the selected proposal, approval and onboarding workflow.
Run the agreed tools with defined users, support and usage allowances.
An example of how the services can be combined, not a client case study. Setup fees, monthly subscriptions and any provider usage charges are confirmed before work starts.
Describe what you want to improve. We’ll help you identify the right programme and explain the scope, timetable and fee.
growth@tifa.co.uk ↗