Hertz Agency
CRM integration

A CRM your team actually uses.

We do not hand over an empty tool. We set your sales process up inside it, connect it to the channels you already use and train the team until it becomes routine.

Website

WhatsApp

Phone

A path for every request

New request

Quote

Won

Request receivedReply sent within minutes
The problem

Why most CRMs end up an expensive spreadsheet.

  • Bought before there was a process

    The tool does not know what to do because nobody decided.

  • It adds work instead of taking it away

    The team has to remember to fill everything in, so they stop.

  • It does not talk to the rest

    Requests from the site, WhatsApp and the phone stay scattered.

What we set up

What the rollout covers.

  • Pipeline with your own stages

    From the request to the after-sale, named the way your team already names them.

  • Requests arriving on their own

    From the site, forms, ads, the phone and WhatsApp.

  • Automatic replies and reminders

    So no request waits and no quote is forgotten.

  • Message templates

    In email, SMS and WhatsApp, in your company’s tone and your languages.

  • Connected calendar

    For visits and meetings.

  • Automatic birthday message

    For your client base: every day the system sees whose birthday it is and sends the wishes. For those who already have a contact base.

  • Tracking dashboard

    With the numbers that matter to you.

  • Migration

    Of your contacts and their history, where there is one.

  • Training for the team

    And reference material.

How we work

From the process you have to the team using it, in up to 4 weeks.

  • The process today

    One meeting to map how sales works today (the starting point is the diagnosis).

  • The new process

    We show you the drawing of how each request will travel, stage by stage. You sign it off.

  • Changes to the drawing

    If you want something changed, one or two meetings before setup.

  • Setup

    We build it all on the platform. That work is ours.

  • Testing

    First with made-up cases, internally. Then with real ones, so nothing fails when an actual client arrives.

  • Final handover and training

    The team learns by doing and starts using it.

The timeline can vary with the size of the operation and of the sales process.

Your team’s time

How much of your team’s time this takes.

During the rollout, 3 to 5 meetings over the month: the process today, the new process, one or two adjustments if you want them, and the final handover. The setup and the testing are ours. Afterwards, day to day, the CRM takes work off the team: replies, reminders and follow-ups go out on their own.

  • During the rollout

    3 to 5 meetings over the month. The setup and the testing are ours.

  • Afterwards, day to day

    Replies, reminders and follow-ups go out on their own.

Real autonomy

The platform is yours.So is the data.

We work with a platform that brings the CRM, messaging, the calendar, reviews and automations together in one place. The account is created in your company’s name and the subscription is paid by you, directly on the platform. We look after the setup. If you already have another tool and it copes, we integrate with that one.

The account is in your nameA trained teamNo dependency

Your contacts

Your history

Your messages

Your automations

Your company

You hold the keys

The account is in your name

Working with companies in Belgium and across Europe since 2018

Who already works with us.

  • BK8
  • Swiss Remit
  • Dr. Leonardo Emílio
  • happ
  • MRV
  • Belmoney — Global Payment Services

Support in four languages: French, Portuguese, English and Spanish.

What do they say about us?

Read the reviews of clients who reached real results with our help. Your own could be here next.

Excellent

Based on 4 reviews

FAQ

Frequently asked questions

It depends. In the diagnosis we look at what you already have. If your current tool copes, we integrate with it. If it does not, we propose the migration and bring your contacts and their history across.

Yes — your contacts and their history, where there is one to bring.

Up to 4 weeks. In that time we map the process, set it up, test it, train the team and put it to work. The timeline can vary with the size of the operation and of the sales process.

During the rollout, 3 to 5 meetings over the month: one to map the process as it is today, one to present the process as it will be, one or two to adjust it if you want something changed, and a final handover with the training. The setup is all ours. Day to day afterwards, the team only does what is marked as theirs: calling, visiting, quoting, closing. Replies, reminders, follow-ups and review requests go out on their own.

It is the most common risk, which is why the rollout includes training and a simple process built for your company’s routine. The more the system works on its own, the less the team has to remember to open it.

The account is created in your company’s name and the subscription is paid by you, directly on the platform. We look after the setup.

Yours. The account is in your company’s name, with your data. We set it up and look after it, but the ecosystem is yours.

Contact

Let’s talk about your sales process.

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