CRM Implementation
SALES AND MARKETING IN ONE
Too many scattered Excel files, missed follow-ups, or an inbox full of unstructured leads? We’ll set up a smart CRM system for you, such as Brevo or Pipedrive, tailored to your workflow and business goals. Fully configured, integrated, and ready to drive growth.
Why implement a CRM?
Without a good CRM, you risk missing opportunities and losing customers.
Many companies still keep customer data, conversations, and leads in separate documents, inboxes, or spreadsheets. Without structure, overview, and automation:
- Leads go unfollowed
- Contact moments are lost
- Valuable data remains unused
A well-designed CRM system lets you see exactly where someone is in the customer journey, which actions are pending, and which leads are ready to convert. It saves time, prevents mistakes, and ensures a more professional experience for your customers.
💡 We help you choose, set up, and automate a CRM that fits your business, whether you’re just starting out or already receiving 50 leads per week.
What we do
Everything you need for a CRM that truly works
Whether you’re already using a CRM system or starting from scratch, we’ll create a setup that fits your processes. No standard templates, but a smart configuration that helps you grow.
Analysis & advice
We map out your customer journey and identify the key data and actions. Based on that, we’ll help you choose the right CRM and create a clear implementation plan.
CRM setup & configuration
We’ll fully set up the system for you: from pipeline structure and fields to automated tasks, email flows, and integrations with other tools (such as your website or Brevo).
Automation & integrations
We build smart automations: think automatic follow-up emails, lead assignment, CRM-linked contact forms, and integrations with your marketing channels.
Training & handover
No stress, we’ll show you (or your team) how to use, manage, and get the most out of the system. Practical, clear, and without technical hassle.
Support & continuous improvement
After go-live, we stay involved. Have questions or want to scale up? We’re here to help with technical support and further optimization.
Lead qualification
Sales Funnel Stages
A clear overview of the different stages a lead goes through. From initial awareness to becoming a customer.
1
Propspect / Lead
2
Marketing Qualified Lead (MQL)
3
Sales Accepted Leads (SAL)
4
Sales Qualified Lead (SQL)
5
Opportunity
Lead qualification is a crucial process that helps businesses identify which potential customers are most likely to convert. Instead of treating every contact the same, it allows marketing and sales teams to focus on the leads that truly matter: saving time, improving efficiency, and driving higher conversion rates. A well-defined qualification process also ensures smoother collaboration between teams and a consistent customer experience.
The journey typically follows these five stages:
Prospect / Lead
At this stage, an individual or organization has demonstrated an initial, early indication of interest in your company, perhaps by visiting your website, subscribing to a newsletter, requesting information, or otherwise engaging in a minimal way. What has been activated is awareness: the person knows you exist. However, the interest is still fairly broad and undefined. They haven’t yet signalled a deeper intention or specific need. This aligns with the idea that at the beginning of your funnel you are still “creating awareness” rather than closing a sale.
Marketing Qualified Lead (MQL)
A lead that has progressed beyond being simply aware: this person or entity fits closely with your ideal customer profile and has exhibited meaningful engagement such as downloading content, attending a webinar, or interacting regularly with your channel. Marketing now has sufficient reason to actively nurture this prospect through tailored content, campaigns and relationship-building efforts, because they show potential to move further down the funnel.
Sales Accepted Lead (SAL)
When marketing deems that the lead meets specified qualification criteria (for example, correct profile, demonstrated interest, readiness for further engagement), the lead is handed over to sales: the sales team evaluates and formally accepts the lead for direct outreach. At this point responsibility shifts from nurturing to conversion-oriented engagement.
Sales Qualified Lead (SQL)
This is a key milestone: the lead has shown clear buying intent, possesses the authority (or is connected to someone with authority), and is ready to engage in a conversation around a proposal or purchase decision. At this stage they are no longer just “interested,” but are genuinely in the consideration/decision phase, and represent a viable opportunity for the sales team to convert into a customer.
Opportunity
At this final stage, the sales process is well underway: the lead is actively engaged in discussions, negotiations or formal proposal phases, and there is a high likelihood of conversion into a customer. The probability of closing is significant and the deal is being managed as an opportunity in the pipeline.
About us
Why Roas Solutions?
At Roas Solutions, we don’t believe in complicated tools that slow you down. We believe your CRM should work for you: simple, powerful, and perfectly aligned with how your business operates.
We tailor your CRM to fit your workflow, with just the right balance of structure and automation. From connecting your CRM to your website, email, ads, and social media to streamlining follow-ups and lead management. We make your customer communication clear, consistent, and scalable.
Whether you’re using Brevo, Pipedrive, or starting from scratch, we make sure everything runs smoothly and keeps running.
Why choose Roas Solutions:
- Practical & scalable: we don’t build systems for tomorrow, but for your growth today
- No tech jargon: clear, hands-on guidance in plain language
- Fast results: go from chaos to clarity faster than you think
- Smart automation: less manual work, more time for your customers
Training & support included: you (and your team) stay confident and in control
OUR WORK
Our Portfolio
MarketingOps
Frid
GenCo Legal
1800 Doorbell
Voices of the Light Tribe
The Video Cards
QPWB Quintairos, Prieto, Wood & Boyer, P.A
FlowMark
I am Kratom - Into the Wild
IAK Wholesale
Creative XR Arena
Modern Farmgate
Pokerlab
PurePuff
ACED Africa
MS2 Capital
Duende Hotel
HLX
Morgan
MentorPlace
Lumens Capital Partners
KonsortSocial
i2A hospitality
Cloud 9
BLDG
Aastha Care Ltd
A3 Ventures
mcm. melbourne city mission
CRM expertise
Frequently Asked Questions
Which CRM system do you use?
We prefer working with systems like Brevo and Pipedrive, as they’re user-friendly, scalable, and affordable. But if you’re already using another platform such as HubSpot, Zoho, or Monday. We can advise on and implement those too.
Do I need to have customer data to get started?
No, that’s not necessary. If you already have customer data, we’ll import and structure it. Starting from scratch? We’ll set up your CRM so it’s ready to collect and organize data efficiently from day one.
Can you connect the CRM to my website or other tools?
Absolutely. We integrate your CRM with forms, email tools, social media, and ad platforms. Think automatic lead flows from your website or campaign data from Meta and Google Ads.
How long does it take to set up a CRM?
On average, between 1 and 3 weeks, depending on complexity. We’ll always define a clear timeline upfront and follow a structured plan to get you up and running quickly.
Will I get an explanation of how it works?
Definitely. You’ll receive clear training or step-by-step video guides tailored to your team. And even after the setup is complete, we’re always available for questions or ongoing support.
