A custom CRM to organize your sales and your clients
Contacts arriving from the website, WhatsApp and the phone, quotes, follow-ups and payments: all in a CRM designed around the way you sell.
Clients scattered everywhere
Contacts in one person's WhatsApp, another's spreadsheet and the memory of whoever spoke to them. Quotes sent that nobody follows up. Website enquiries read two days later.
Every client lost this way never shows up in a report, but you feel it in the till.
No client left without an answer
Custom CRM
Every contact with their story: where they came from, what they asked, what you offered and what's missing.
Enquiries that land by themselves
Website forms and messages go straight into the CRM and to the person who has to reply.
Automatic follow-ups
An alert when a quote has gone days without a reply, so none get forgotten.
Online payments
The client pays from a link and automatically gets the welcome and the next steps.
Apps and tools we have built
Some of the tools we have made ourselves. No client names: what matters is what they do.
- Online payments with automatic welcome: the client pays on the website and instantly gets the welcome email with the next steps; the team gets a note of what to do.
- One single to-do list: everything that needs doing, from the phone. Requests coming in through the website forms land there by themselves.
- Private client area: each client logs in, uploads their material, replies and approves what we prepare, with nothing lost between emails and WhatsApp.
- Automatic WhatsApp sending: messages and documents sent from the computer, one after another, with delivery confirmation.
From idea to working tool, in four steps
A free one-hour consultation
By video call or, in Tenerife, in person. You tell us how you work and what wastes your time. No commitment.
Free quote
We send you a proposal with what we'll build, the timeline and a fixed price before we start.
We build it with you
We start with the part that hurts most, and you try it as it grows, not at the end.
Handover and support
We leave it up and running, train your team to use it and look after it ourselves.
What people ask us
Why not use an existing CRM?
Sometimes that's the best choice, and then we'll tell you. A custom one makes sense when standard software forces you to work its way or charges you for features you don't use.
Can I bring my current contacts?
Yes. We import what you have in spreadsheets, on your phone or in another program.
Can the whole team use it?
Yes, each person with their own login, seeing only what concerns them.
How much does it cost?
The consultation and the quote are free. After that, every project has a fixed price agreed before we start.
Other areas
Admin and invoicing
Invoices, payments in and out and due dates without chasing paper.
Learn more →Customer service and chatbots
Automatic replies and private areas for your clients.
Learn more →Inventory and orders
Stock, supplier orders and bookings under control.
Learn more →Staff and shifts
Shifts, tasks and team communication from the phone.
Learn more →Marketing
Content, campaigns and results with less manual work.
Learn more →Which part of your business do you want to automate?
Tell us in a free one-hour consultation, by video call. If something that already exists will do the job, we'll tell you. Prefer email? Write to info@socialplangroup.com.