A clear path from interest to revenue.
The connections behind effective marketing: a CRM shaped around your business, timely follow-up and a reliable view of where opportunities become customers.
Connect the journey.
An enquiry is the beginning of a relationship. We make the handover from marketing to sales clear: where the opportunity came from, who owns the next step and how it progresses.
That shared view gives your marketing decisions a stronger foundation. CRM setup, attribution and reporting bring the channels together, so investment can be assessed against qualified opportunities and sales.
The work.
CRM design and migration
Contacts, deal stages and history organised around the way your business develops and closes opportunities.
Lead routing
Enquiries from your website, ads and listings reach the right contact within seconds, with their source attached.
Follow-up structure
Clear ownership, reminders and communication templates that support a consistent customer experience.
Attribution
Connections between channel activity and CRM outcomes, with the limits of the available data made clear.
Reporting and interpretation
One monthly view of performance, with traceable figures and recommendations for the next decision.
Account ownership
Your CRM, accounts and data remain in your name and under your control.
Where it fits.
For businesses bringing multiple channels together, refining a sales process or making a larger marketing investment. We work with existing systems where they serve the brief and recommend a migration where it adds value.
From brief to delivery.
Map the journey
Review lead sources, customer records, handovers and reporting needs.
Connect the systems
Configure the CRM and tracking, then verify the records and connections.
Refine the handover
Agree routing, responsibilities and follow-up at each stage.
Bring it into view
Report on opportunities and outcomes, with a clear direction for the month ahead.
Before we begin.
Can you work with our current CRM?
Yes. We review its structure, connections and reporting against your requirements before recommending changes. A migration is proposed only where it serves the brief.
What if we need a new system?
We recommend a CRM around your sales process and reporting needs, then plan the migration of contacts, deals and history. The account is set up in your name.
Is this a project or an ongoing engagement?
Setup and migration are defined projects. Ongoing routing, reporting and refinement can be covered by a retainer. The scope separates the initial work from continuing support.
Who owns the accounts and data?
You do. Your accounts, logins and data remain yours throughout the engagement and afterwards. artiphase works through access you authorise and can revoke.
A connected approach.
Bring the picture into focus.
Let's connect your marketing activity to the opportunities and outcomes that matter to your business.
- 30-minute introduction
- Scope agreed before work begins
- Client-owned accounts