Customer information often lives in salespeople's phones, email inboxes and personal spreadsheets. Follow-ups depend on memory, quotes are hard to find, and when a salesperson leaves, their customer history leaves with them. Management sees sales results at the end of the month but cannot see the open opportunities that will produce next month's results.
Kemlat implements a customer relationship management (CRM) system around your sales process. We design the pipeline stages, set up the records, permissions and automations your team needs, move your existing customer data into the system and build the reports management uses. We then train the team and follow usage after launch, so the CRM becomes the place where sales work is actually done.
How we work
- 01
Review the sales process and needs
We review how enquiries arrive, how opportunities are followed and how quotes are approved, and agree the reports management needs. If no product has been chosen yet, we compare suitable options against these needs.
- 02
Design the pipeline
We define the pipeline stages, the information required at each stage and the rules for moving an opportunity forward or closing it as lost. We also define the customer and contact records and their key fields.
- 03
Configure permissions and automation
We set up user roles so each person sees the records they need. We then configure automations such as assigning new enquiries, follow-up reminders and quote approvals.
- 04
Migrate data and connect channels
We clean and import your existing customers, contacts and open opportunities. Where agreed, we connect the CRM to your website forms, email or WhatsApp so new enquiries are recorded automatically.
- 05
Build reports and train
We build reports and a dashboard for the pipeline, sales activity and the share of opportunities won. We then train salespeople and managers using their own records.
- 06
Follow adoption
After launch we monitor usage and data quality, and adjust fields, stages or automations that slow the team down.
What you receive
Sales pipeline design
Pipeline stages, rules for entering and leaving each stage and the information required at each one, agreed with sales management.
Configured CRM with permissions
Records, fields and user roles set up to your design, with access matched to each role.
Agreed automations
Enquiry assignment, follow-up reminders, approval steps and notifications, configured and tested.
Migrated customer data
Customers, contacts and open opportunities, cleaned of duplicates and imported into the CRM.
Reports and training
Pipeline and activity reports for managers, and role-based training for the sales and customer service teams.
What changes for you
- Every customer and opportunity is recorded in one place that the whole team can use.
- Follow-ups happen on time because the system reminds the right person.
- Managers can see the open pipeline and forecast sales more reliably.
- Customer history stays with the company when staff change roles or leave.
Where this service sits in the KEMLAT Method
Scope: The CRM product is chosen after the evaluation, and this service does not assume any specific product. Product licences or subscriptions, and any messaging fees for channels such as WhatsApp, are set separately.
Questions clients ask
Which CRM do you recommend?
That depends on your sales process, team size, existing systems and budget. Some organisations are best served by the CRM module inside their ERP system, others by a dedicated product. We compare the options against your needs before recommending one.
Our team does not like entering data. How do you handle that?
We limit required fields to what management actually uses, automate what can be automated and show salespeople how the CRM saves them effort. Managers also need to run their sales reviews from the CRM, which gives the team the strongest reason to keep it updated.
Can the CRM connect to WhatsApp and our website?
Yes, where the chosen product supports it. Website forms and email are usually simple to connect. WhatsApp needs access to the WhatsApp Business Platform, usually through an approved provider, and messaging fees may apply.
Can the CRM work with our ERP system?
In most cases, yes. Customers, products and invoice status can be shared between the two systems, so the sales team works with accurate information. The scope of the connection is agreed during design.
What do you need from us?
A sales manager to own the design, your current customer data, examples of quotes and reports, and time from salespeople for testing and training.
Related services
All servicesStart with a conversation
Tell us where you are today. We will suggest the right first step, with no obligation.