Lead Capture
Bring website forms, calls, messages, campaign leads, referrals, and manual enquiries into a consistent customer record.
CRM
Never Lose Track of a Customer Enquiry Again
Keep leads, customer details, follow-ups, team ownership, communication history, sales stages, and reports in one CRM built around your business.
Customer Opportunities Disappear When Follow-Up Is Not Visible
A CRM gives the team one shared place to understand every lead, conversation, next action, and result.
- Enquiries arrive through calls, forms, messages, advertisements, and referrals.
- Customer details are saved in personal phones, notebooks, chats, and spreadsheets.
- Follow-ups are forgotten because the next action and owner are unclear.
- Managers cannot see which opportunities are active, delayed, or lost.
- Customers repeat information because communication history is not shared.
- Sales reports take time and do not show a current, reliable pipeline.
What the CRM Can Manage
The CRM is configured around your enquiry sources, customer journey, team roles, and reporting needs.
Customer Profiles
Keep contact information, business details, interests, notes, documents, and relevant history together.
Follow-Ups and Reminders
Set next actions, dates, priorities, ownership, and reminders so important opportunities are easier to manage.
Sales Pipeline
Move leads through defined stages and give the team a shared view of progress, delays, outcomes, and value.
Team Assignment
Assign leads, control access, record activity, and make responsibility clearer across sales or service teams.
Dashboards and Reports
Review enquiry sources, team activity, follow-ups, conversion movement, outcomes, and pipeline health.
Core CRM Capabilities
The system creates a consistent record from first enquiry through ongoing customer activity.
- Central lead and customer records
- Source, service interest, and enquiry details
- Follow-up dates, tasks, reminders, and notes
- Configurable sales or service stages
- Team ownership and role-based access
- Communication and activity history
- Filters, search, dashboards, and reports
- Website and campaign lead connections where required
How It Helps
A clearer process helps the team respond consistently and gives managers better visibility.
- Fewer missed enquiries and follow-ups
- Clearer ownership across the team
- Faster access to customer context
- A more consistent sales process
- Better visibility into active opportunities
- Useful data for improving lead sources and team performance
Connect Marketing, Website Enquiries, and Sales Follow-Up
The customer journey begins before a lead enters the CRM. The advertisement, search result, website page, form, call, and follow-up should support one connected experience.
Betamaxi can connect CRM with websites, digital marketing, bookings, admissions, or wider custom software workflows.
How We Build Your CRM
We begin with the way your team actually handles enquiries and customer conversations.
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Understand the Sales Journey
We study enquiry sources, customer information, follow-ups, stages, roles, communication, and reporting.
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Define the CRM Workflow
We organize fields, ownership, stages, reminders, permissions, dashboards, and required connections.
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Build and Test
We develop the CRM and test lead capture, assignment, follow-up, stage movement, search, and reporting.
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Launch and Improve
We guide the team, launch the process, and refine the CRM as real customer and sales patterns become clearer.
Who This CRM Is For
The system can be adapted for different sales cycles, service processes, teams, and industries.
- Businesses receiving enquiries from several channels.
- Sales teams that need clearer ownership and follow-up.
- Service businesses managing long or repeated customer conversations.
- Education teams tracking student or parent enquiries.
- Hospitality teams managing event, group, or guest leads.
- Growing businesses replacing personal spreadsheets with a shared process.
CRM FAQs
Answers about lead capture, stages, reminders, reporting, and integrations.
What is a CRM?
A CRM, or customer relationship management system, keeps lead and customer information, communication history, follow-ups, ownership, stages, and reporting in one shared workflow.
Can the CRM capture website enquiries?
Yes. Website forms can be connected so relevant enquiry details enter the CRM with source and service information, subject to the project setup.
Can we customize the sales stages?
Yes. Stages, fields, priorities, outcomes, reasons, and workflows can be configured around the way your business manages opportunities.
Can the CRM remind staff to follow up?
Yes. Follow-up dates, tasks, ownership, priorities, and reminder workflows can be included based on the team's process.
Can managers see team performance?
Dashboards and reports can show appropriate lead sources, activity, follow-ups, stage movement, outcomes, and team views based on defined permissions.
Can the CRM connect with other software?
Yes. The CRM can be planned to connect with websites, marketing sources, booking systems, admission workflows, or other business software where appropriate.
Ready to Organize Every Lead and Follow-Up?
Tell us where enquiries come from and how your team manages them today. We'll help you plan a clearer CRM workflow.
Discuss Your CRM