SMALL TO MEDIUM SIZED BUSINES OWNERS

Simplify Client Management with a Custom-Built CRM

Luke Dunnet

Altitude Marketing

Managing client relationships can be one of the most time-consuming and challenging aspects of running a business.

From juggling leads to nurturing existing customers, the process requires constant attention and precision.

That’s where a robust Customer Relationship Management (CRM) system comes into play.

At Altitude Marketing, we specialize in setting up custom-built CRM platforms tailored to your unique business needs, enabling you to streamline operations and focus on what truly matters—growing your business.

The Importance of a CRM System

A CRM system isn’t just a tool—it’s the backbone of a modern business.

It centralises all your customer data, making it easy to track interactions, nurture leads, and measure performance.

Yet, many small businesses struggle with finding the right CRM solution or dedicating the time to set it up effectively.

Features of Our Custom-Built CRM Platform

Our CRM platform isn’t a one-size-fits-all solution.

We tailor it to meet the specific requirements of your business, equipping you with tools that empower your team and simplify client management.

Key features include:

Lead and Client Management:
Effortlessly organize and track leads and clients in one central location, ensuring no opportunity falls through the cracks.
Custom Automations:
Save hours of manual work with automations designed to handle repetitive tasks like follow-ups, appointment scheduling, and reminders. This not only increases efficiency but also reduces the need for additional staff.
Social Media Planner:
Manage all your social media channels in one place. Schedule posts, track engagement, and maintain consistency across platforms without breaking a sweat.
Reputation Management:
Build a positive online presence with automated review requests sent to satisfied customers. Stay on top of your business’s reputation with ease.
Email and SMS Marketing:
Communicate with your audience through powerful email and SMS campaigns. Personalise messages and track their performance to optimise your marketing efforts.
Pipeline Tracking and Reporting:
Visualise your sales pipeline and generate insightful reports to measure progress and identify growth opportunities.

How Automation Transforms Your Business

One of the standout benefits of our CRM setup is automation.

By automating time-consuming tasks, you can focus your energy on high-priority activities like strategy, customer service, and innovation.

Automations can include:

Automatically sending follow-ups to leads who’ve interacted with your ads.
Scheduling and confirming appointments without manual intervention.
Generating targeted marketing campaigns based on customer behaviour.

This level of efficiency doesn’t just save time—it also reduces the need for additional staff, making it an ideal solution for small businesses looking to scale sustainably.

Why Choose Altitude Marketing?

At Altitude Marketing, we understand the challenges of managing clients and leads.

Our custom-built CRM solutions are designed to address these pain points and provide long-term value.

Tailored to Your Needs:
No generic templates here—every CRM is built to align with your business goals and processes.
Automation Expertise:
With our advanced automation setups, you’ll eliminate bottlenecks and create a seamless workflow.
Comprehensive Support:
We don’t just set up your CRM; we ensure you’re fully equipped to use it effectively, with training and ongoing support.

Take the Next Step Toward Business Efficiency

Imagine a business where managing clients isn’t a headache but a streamlined process that drives growth. Altitude Marketing can make that vision a reality.