CRM audit
Analysis of the sales process, lead sources, your current spreadsheet or CRM, weak points in enquiry handling and an implementation plan.
- lead source audit
- sales funnel analysis
- CRM recommendations
- integration plan
CRM · Sales · Integrations · Automation
We connect your website, forms, advertising, email, messengers, Google Sheets, n8n and team tools to a CRM. Every enquiry enters the right process, has an owner, a contact history and a planned next step.
Why a CRM
A CRM helps you work systematically with contacts, deals, tasks and communication history. It delivers the most value when data enters the system automatically and supports the way your team really works.
NEXALYQ designs CRM integration around the sales process: from the lead source, qualification and first contact to the proposal, decision, follow-up and results reporting.
Implementation scope
WordPress forms, advertising, chat, email, Telegram, Messenger and Google Sheets pass data into one CRM system.
We define the stages, statuses, owners and rules for moving a deal to the next step.
A new lead creates a task, deadline, owner and notification without manual copying of information.
The CRM reminds you about the next contact and helps you not to lose enquiries when a customer does not reply right away.
We organise fields, import the necessary records and reduce duplicates and incomplete contacts.
We show the number of leads, response time, stage conversion, enquiry sources and reasons for lost deals.
Data flow
Google Ads, Meta Ads, website, chat, email or a recommendation.
Contact details, the need and consent enter the process.
A contact, deal, source and enquiry history are created.
The right person receives a task, a deadline and context.
Status, value and further actions are visible in the report.
Implementation process
We review lead sources, roles, stages, tools and the places where information is lost.
We define the funnel, fields, automations, access permissions, reports and data migration.
We build integrations, test scenarios and prepare the team to work with the CRM.
We optimise rules, reports and automations based on real data.
Integrations
We can connect your existing CRM or help you choose a solution that fits the number of users, process and budget. We build integrations through available APIs, webhooks and n8n.
This approach lets you combine your website, advertising, forms, messengers, spreadsheets, email and managers' tasks into one understandable system.
Control and quality
Indicative budget
The cost depends on the number of lead sources, the CRM system, integrations, automations, users and the quality of current data. Below are base packages consistent with the logic of NEXALYQ services.
Analysis of the sales process, lead sources, your current spreadsheet or CRM, weak points in enquiry handling and an implementation plan.
Basic CRM set-up for your team: sales stages, fields, users, enquiry sources, tasks and basic reports.
A lead-handling system for your website, ads, forms, Telegram, email or Google Sheets with automatic tasks and follow-up.
The final cost depends on the CRM system, number of users, data migration, API access, number of integrations and complexity of scenarios. CRM licences and third-party services are billed separately.
FAQ
Yes, if the system has the necessary features and integration options. First we check its API, data structure and limitations.
Yes. We compare solutions based on the sales process, number of users, integrations and licence costs.
Yes. We define the migration scope after assessing data quality, duplicates and the history that must be kept.
Yes. We can pass leads from your website, forms, ads, Telegram, email or other sources into the CRM and keep information about the enquiry source.
A basic set-up can take a few weeks. We carry out an extended implementation in stages, depending on the number of integrations and the complexity of the process.
Yes. We prepare working rules, short training and process documentation.