# CRM

> crm setup and integrations for leads, pipeline, and customer history.

- Canonical HTML: https://fossasoft.com/services/crm
- Markdown: https://fossasoft.com/llms/en/services/crm.md
- Language: en-GB

Fossasoft, Ioannou Metaxa 34, Leptokarya 60063, Greece. Phone +30 2352 031 337. Email info@fossasoft.com. Monday–Friday 09:00–21:00. VAT EL164317738. GEMI 165469048000. Map: https://g.co/kgs/6Lt2hQB

a clear system for leads, customers, and follow-up.

we set up and integrate crm platforms so sales and support share one picture of the customer, from first inquiry to ongoing relationship, without living in scattered spreadsheets.

## Overview

a crm only works if people use it. fossasoft configures pipelines, fields, and integrations around how your team already sells and supports, then connects the website, forms, and tools that feed it.

we help you capture leads cleanly, assign ownership, track stages, and keep notes and history in one place instead of chat threads and personal inboxes.

when needed we automate the boring parts: notifications, task creation, and sync with email or billing, without turning the crm into a black box.

## What we do

- **crm selection and configuration:** pick or reshape a crm that fits your team size and process, pipelines, stages, custom fields, and views that match real work.
- **lead capture and website integrations:** forms, chat, and landing pages that create contacts and deals with the right fields, source, and owner.
- **pipeline and activity tracking:** stages, tasks, reminders, and notes so follow-up is visible and nothing sits forgotten in someone’s inbox.
- **email and tool sync:** connect mail, calendars, and other systems so conversations and meetings land on the contact record.
- **reporting and team training:** simple dashboards for volume and conversion, plus training so the crm stays the source of truth.

## How we work

- we document the current sales or support path before touching settings.
- fields and stages stay lean, only what people will actually fill in.
- integrations are tested with real leads, not only demo data.
- handoff includes who owns the crm and how new users are added.

## Typical projects

- new crm for a growing sales team
- website forms wired into pipeline and assignment
- cleanup of messy legacy crm data and stages
- sync between crm, email marketing, and support tools
- reporting for conversion from lead to won deal

## Deliverables

- configured crm with pipelines and roles
- lead capture integrations as agreed
- automation for assignment and reminders where useful
- basic reporting views
- team training notes

## Outcome

one shared place for customer context, fewer lost leads and clearer follow-up.

sales and support see the same history, and managers see a pipeline that reflects reality.

## Contact
- https://fossasoft.com/contact
- info@fossasoft.com
- +30 2352 031 337
- https://fossasoft.com/company