A CRM of your own, alongside Chancelry
An upgrade to a Chancelry engagement. Next to your operator, we set up a private CRM for your business. Every firm you deal with, every email and call, what happens next and how your pipeline is doing, in one place. It’s yours alone, and only the people you name can sign in.
Watch it work
A run-through of one morning in the CRM, from the firm list to the reports.
- Every firm you deal with, in one list. Search, filter, open.
- Two businesses, one CRM. Each keeps its own firms and sender.
- Open a firm and see where it stands, and who to speak to.
- Every email, call and note, newest first. The whole email, too.
- Reply in the same thread, from your Google Workspace address.
- Log the call and book the follow-up in one step.
- Set the follow-up for a time. A reminder comes up when it’s due.
- See where leads come from, where they drop off, and why.
- See where your work is, by postcode area.
- Everything you just did is on the firm’s page, in order.
An illustration. Every firm and person here is invented, as is Example & Co. The bars show no real data.
One page for every firm
Each firm has its own page, with a short summary at the top and its whole history underneath, newest first.
- Every email. What you sent and what came back, with the text of each message, not just a line saying an email went.
- Email from the record. Write to a contact from their firm’s page. You see it before it goes, it’s sent from your own Google Workspace or Gmail address, and a reply stays in the same thread.
- Calls and notes. Log a call with how it went, and book the follow-up in the same step. Notes sit on the same timeline, each with its date and time.
- Tasks and reminders. Book a call or an email for a time. When it’s due, a reminder comes up on screen with the firm one tap away.
- Your own fields. Add the details your business tracks, save the views you use, attach files, and merge duplicates when the same firm turns up twice.
Reports you can act on
The figures an owner asks for on a Monday morning, for any dates you choose.
- Where leads come from. New leads, by the source they came from.
- How far they get. Of the firms you emailed, how many replied, how many you spoke to and how many became work, with the typical number of days between each step.
- Why the rest were lost. Each firm counted once, under the reason you gave or the point where it stopped.
- Which email works better. If you try two versions of an email, the replies to each, side by side.
- Where they are. A map of firms by postcode area. A place it can’t pin down is listed beside the map, not guessed.
Where a figure can’t be worked out from the record, the report says unknown rather than showing a nought.
Who can see it
A CRM holds personal details about the people you deal with, so it’s locked down from the first day.
- Named people only. Sign-in is by a one-time code sent to an email address on your list. Anyone else is turned away before the page loads.
- Yours alone. Your records sit in their own database. No other business’s CRM shares it.
- Backed up every night. A copy of the whole database is taken each night.
- Requests under UK GDPR. Export or erase everything held about one person, found by their email address or phone number. An erased person isn’t brought back by the next import.
How it’s added
Like the operator, it’s set up for you. There’s no sign-up page and nothing to install.
- At the consultation. Tell us how you keep track of clients today, whether that’s a spreadsheet, an inbox or an old system, and what you need to see each week.
- Set up. We set it up for your business, bring in the records you already have, and add the people who should be able to sign in.
- Your phone system. If you use 3CX, or a phone system that can send call details to a web address, we can connect it so each call lands on the right firm’s page.
- Afterwards. We look after it, as we do the operator.
It can be part of an engagement from the start or added later. We discuss the fee at the consultation.
Start with a conversation
Tell us how your business runs and what you’d hand over first. If Chancelry suits it, we’ll say so. If it doesn’t, we’ll say that too.