Trades
Keeping the CRM. Fixing what fed it.
Existing CRM. Better system. No unnecessary rebuild.
The client isn’t named here, so details are kept general.
01The business
The business
A trades business with an established generic CRM and enquiries arriving through social media messaging.
02The problem
What wasn't working
The CRM did most of what the business needed. The gap was upstream: enquiries arriving by social DM weren’t making it into the CRM properly, so they sat outside the sales process.
Replacing the CRM would have created unnecessary cost and disruption to fix a problem that wasn’t in the CRM at all.
03The old process
How it used to run
- 01Enquiry arrives as a social DM
- 02Handled inside the messaging app
- 03Details not reliably entered into the CRM
- 04Enquiry sits outside the sales process
04What Setavo changed
What we changed
- Kept the existing CRM exactly where it was.
- Built the missing DM automations around it.
- Connected new social enquiries directly into the existing CRM.
- Automated the handoff into the existing sales process.
05The system
Built around what already worked
- 01Social DM
- 02Setavo DM automation
- 03Existing CRM
- 04Existing sales process
06The operational result
The result
Social enquiries now enter the same CRM and sales process as every other lead, without replacing a system that already worked.
The building blocks behind this
Communication
DM Automation
Instagram, Facebook and WhatsApp enquiries turned into leads in your CRM.
Connections
Integrations
The tools you already own, connected so information stops getting stuck.
Systems
Custom CRM Development
Pipelines, follow-up and reporting shaped around how you actually sell.