# CRM Setup in Mansfield > If your enquiries live in an inbox, a notebook, a phone and somebody’s memory, you are losing work. Not dramatically — just quietly, every week. **Provider:** Web Design Mansfield (a dijitul company) **Location:** The Bungalow, 11 St John Street, Mansfield, Nottinghamshire NG18 1QJ **Phone:** 01623 272050 **Email:** info@web-design-mansfield.co.uk **Price:** From £250, excluding VAT **Canonical URL:** https://web-design-mansfield.co.uk/services/crm-setup/ --- A CRM is just a list of everyone who has ever asked you for something, with a note of what happened next. That is genuinely it. The word makes it sound like enterprise software, and for a small business it does not need to be. The value is not the software, it is that everything is in one place and nothing depends on somebody remembering. Which quotes are outstanding, who has not been chased, who bought last year and has gone quiet. We pick something that fits how you actually work, set it up, import what you have, and show you how to use it in an hour. ## What you get ### The right tool, not the biggest one For most small businesses that means something simple and cheap. We have no reseller arrangement with anybody, so the recommendation is based on your situation. ### Website enquiries flowing straight in A form submission creates a record automatically. No re-keying, nothing lost in an inbox. ### A pipeline that matches your process Your actual stages — enquiry, site visit, quoted, won, scheduled — not a generic sales funnel designed for software companies. ### Existing data imported and tidied Spreadsheets, contacts, old invoices. We clean the duplicates on the way in rather than importing the mess. ### Reminders and follow-up tasks The system chases you to chase them, which is the entire point. ### Training on your own data An hour walking through your setup with your records in it, recorded so new staff can watch it later. ## How to tell you need one Any two of these and it will pay for itself quickly: - You cannot answer "how many quotes are outstanding right now?" in under a minute - Enquiries have been missed because they landed while you were on site - More than one person handles enquiries and neither knows what the other has said - You have no way to contact past customers as a group - Follow-up happens when you remember rather than when it should ## What it costs to run Less than people expect. Several perfectly good CRMs are free for small teams, and most paid options run £10 to £25 per user per month. We will happily set you up on a free tier if that covers it. There is no advantage to us in putting you on something more expensive. ## What affects the price Starting price: From £250 (excluding VAT). - Which platform, and how much configuration it needs - Whether existing customer data needs importing and cleaning - How many users and what permissions they need - Whether it connects to your website, email and accounts ## Local context — Mansfield The most common setup we replace locally is an inbox, a paper diary and a spreadsheet that one person maintains. It works right up until that person is off for a fortnight. For a business with two or three people handling enquiries, getting this in place usually pays for itself within the first month in quotes that get chased rather than forgotten. ## Also known as CRM system Mansfield, customer database Mansfield, sales pipeline setup Mansfield, HubSpot setup Mansfield. ## Frequently asked questions ### Which CRM is best for a small business? For most local businesses, something simple — HubSpot’s free tier, Pipedrive, or Capsule. For trades with scheduling needs, a job-management system like Tradify or Commusoft often fits better than a generic CRM. We recommend based on what you actually do. ### Is my customer data safe? Reputable platforms are secure and UK GDPR compliant. What matters as much is your own practice: who has access, what happens when someone leaves, and how long you keep data. We cover that in the setup. ### Will my team actually use it? Only if it is easier than what they do now. That is the main design constraint — a CRM that adds work gets abandoned within a month, however good it is. ## Related services - [Marketing Automation in Mansfield](https://web-design-mansfield.co.uk/services/marketing-automation/): The follow-ups you keep meaning to do, running on their own. - [Email Marketing in Mansfield](https://web-design-mansfield.co.uk/services/email-marketing/): The one marketing channel you actually own, run properly. - [Web Design in Mansfield](https://web-design-mansfield.co.uk/services/web-design/): Websites that load fast, rank well and turn visitors into enquiries. - [Online Booking Systems in Mansfield](https://web-design-mansfield.co.uk/services/booking-systems/): Taking bookings while you are on a job or asleep. - [SMS Marketing in Mansfield](https://web-design-mansfield.co.uk/services/sms-marketing/): Text messages, used for the few things that genuinely warrant one. --- Web Design Mansfield — Mansfield’s digital agency — websites, SEO and marketing that bring in work. The Bungalow, 11 St John Street, Mansfield, Nottinghamshire NG18 1QJ · 01623 272050 · info@web-design-mansfield.co.uk Trading since 2006. Google rating 5.0 from 35+ reviews.