A pipeline your team can use
Agreed stages, required information, ownership and next-action rules for your sales process.
TH3RD GROUP SERVICES
CRM setup & lead management for small businesses
Give every inquiry a place, an owner and a next step. We help growing teams set up a CRM around how they actually sell and follow up—not around another spreadsheet.
IS THIS FOR YOU?
When this is the right starting point.
For teams tracking prospects in inboxes and spreadsheets, missing follow-ups or struggling to see who owns the next conversation.
What we can implementSCOPE
What we can put in place.
The final scope is agreed around your process and tools.
Connected inquiry intake
A scoped path from your website or another approved source into the right customer record, with duplicate and failure handling.
Follow-up and handoff rules
Tasks, reminders and visibility into open work, with human approval where communication requires it.
HOW WE START
A clear path from the first conversation.
Review the current process
Bring a sample of the fields and stages you use, without sending sensitive customer data through the public form.
Configure the agreed workflow
We define records, permissions, intake and follow-up around the selected CRM and approved integrations.
Test it with the team
Check realistic inquiry, duplicate, handoff and recovery cases, then document ownership and ongoing maintenance.
SEE AN EXAMPLE
Explore the capability before discussing your project.
Try the Compass example: inspect a fictional company, move an opportunity and create a linked task.
Explore work examplesCOMMON QUESTIONS
Before we start.
Do we need a custom CRM?
Not necessarily. We first assess whether configuring an existing tool will meet the need. A custom system is considered when the workflow and maintenance requirements justify it.
Can the website form connect to the CRM?
Yes, subject to the selected tools, API access and agreed scope. We define validation, duplicates and what happens when delivery cannot be confirmed.
Can this support real estate or home-service teams?
We can scope inquiry tracking, assignment and follow-up for those workflows. Booking, messaging and industry-specific integrations must be confirmed for your systems; they are not assumed to be available.
Can a CRM replace spreadsheets and connect our follow-up?
A scoped CRM setup can organize customer records, sales stages, calls, email context, quotes, task owners and follow-up. For real estate or cleaning/home-service teams, start with the inquiry, assignment, appointment or estimate workflow—not a promise of a prebuilt industry product. Website intake, scheduling, WhatsApp and other messaging connections depend on available interfaces, consent and permissions. Imports, duplicate handling, reporting and maintenance are agreed before implementation.
The example demonstrates a capability, not a ready-to-use client account. Software subscriptions, data migration, outbound messaging and ongoing support are agreed separately.
Return to all servicesYOUR NEXT MOVE
Tell us what needs to change.
Describe your current process or website and what you want to improve. We will discuss scope and the next step.