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Acquisition and Conversion

Commercial CRM

We turn scattered conversations and spreadsheets into a commercial system with follow-up, owners, and metrics.

Request a growth diagnosis

01Who it is for

For teams that need sales follow-up.

B2B or B2C sales teams of two or more people with leads from WhatsApp or email and a need for commercial order.

Expected result

A commercial flow with clear stages, owners, alerts, and a shared view of progress.

What it solves

  • Leads cooling off because of missed follow-up.
  • Dependence on spreadsheets and memory.
  • Little visibility into opportunities and closes.

What it includes

  • Design of stages, fields, owners, and rules.
  • Configuration or connection of the selected CRM.
  • Follow-up dashboard and team usage guide.

02How it is implemented

An implementation with clear scope.

  1. 01

    Map lead sources, sales process, and qualification.

  2. 02

    Configure flow, fields, automations, and essential reports.

  3. 03

    Test adoption and adjust the system with the team.

Onyric Consulting

Let's talk about your business.

Share your context and we will respond with initial guidance on the diagnosis and the system that may make most sense.