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SALES FUNNEL & CRM
Every lead captured, scored and followed up.
We design your pipeline, set up a CRM your team will actually use, and automate the capture, qualification, follow-up, booking and reporting around it.
Free 30-minute call · Honest fit check · No obligation
In short
Orbirise sets up sales funnels and CRM systems for service businesses: lead capture from every channel, qualification and scoring, pipeline stages, automated follow-up, booking and reporting, in tools such as HubSpot, Zoho or Pipedrive.
THE PROBLEM
If it isn't in the CRM, it didn't happen.
Leads sit in WhatsApp chats, email threads and notebooks. Nobody knows which deals are close, which went quiet or why. A good CRM setup gives every lead an owner, a next step and a deadline, automatically.
OUR APPROACH
A pipeline your team will actually use.
01
Map the process
Map your sales process and stages.
02
Choose the CRM
Choose or clean up the CRM.
03
Connect sources
Connect every lead source.
04
Automate
Add scoring, assignment and follow-up automation.
05
Dashboards
Build dashboards.
06
Train and refine
Train the team and refine.
Pipeline design
CRM setup or migration
Lead source integrations (website, ads, WhatsApp, calls)
Lead scoring
Follow-up sequences
Booking integration
Proposal templates
Dashboards
Team training
CONNECTS WITH
Built to plug into your growth system.
Sales Funnel & CRM works best when it hands off cleanly to the rest of your system. These are the pieces it connects with most often.
WHO IT'S FOR
Is this the right fit for you?
Teams with more leads than they can track, or founders who want sales to run without them watching every enquiry.
FAQ
Good questions, straight answers.
Still unsure? Ask us directly and you'll get a straight answer from a person.
Which CRM do you recommend?
The one that fits your team size, budget and process; often HubSpot, Zoho or Pipedrive.
Can you migrate our old data?
Yes, with cleaning and de-duplication.
Will my team adopt it?
We design around how they work and train them, which is the biggest factor in adoption.
NEXT STEP
Let's design the system your business needs.
A free 30-minute strategy call. You'll leave with clarity on your biggest gap and the right first system, whether or not you work with us.
Prefer email? info@orbirise.com · We reply within one working day.