Was es ist: Entwicklung einer praxisorientierten Unternehmensstrategie, abgestimmt auf Ihre Ziele, Ihre Marktposition und die verfügbaren Ressourcen.
- Analyse der aktuellen Unternehmenssituation
- Definition strategischer Ziele und Prioritäten
- Positionierung im Markt und gegenüber dem Wettbewerb
- Identifikation relevanter Wachstumspotenziale
- Entwicklung eines konkreten Maßnahmenplans
- Festlegung der nächsten Umsetzungsschritte
Ergebnis: Sie erhalten eine klare strategische Ausrichtung mit konkreten Prioritäten, Maßnahmen und nächsten Schritten.
Bearbeitungszeit: 1–2 Wochen
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Choosing and Setting Up the Right CRM
Every business is unique — and so is the CRM setup. We analyze your processes and choose the best-fit CRM (like HubSpot, Bitrix24, or Pipedrive). Then we configure the structure of pipelines, deals, lead statuses, and workflows to match how your sales and operations actually work.
Result: A sales pipeline that mirrors your real business — not a generic template.
Integration with Website, Forms, and Payment Systems
We link your CRM directly to your website and forms so that every new lead is automatically captured and routed. Simultaneously, we integrate payment systems (Stripe, PayPal, Mollie, etc.) for secure online transactions and instant payment tracking.
Result: No more manual data entry — leads and payments are automatically synced and recorded.
Automation of Notifications and Statuses
We set up automated email and SMS notifications for customers and team members: order confirmations, payment receipts, status changes, and internal task reminders. All notifications are adapted to your tone and business needs.
Result: Your business feels responsive and professional — without lifting a finger.
Testing and Security
We test each step — from lead capture to payment — ensuring that everything works reliably and securely. Payment flows are verified for all key user scenarios, and order statuses are updated automatically.
Result: A smooth customer journey with fewer drop-offs and errors.
What You Get
A fully integrated CRM system connected to your site, payments, and business processes — ready to manage sales, orders, and clients efficiently and automatically.