Custom CRM Solutions to drive customer satisfaction
At Legacy Sales Engineering, we specialize in building completely custom systems for your business to operate on inside of WeekendCRM. These systems are designed to manage client leads through the buying process and ensure high levels of customer communication and engagement. Our custom CRM solutions cater to your specific business needs, helping you streamline operations and improve efficiency.
Automated Client Communication
Maintaining consistent and effective communication with clients is essential for building strong relationships and ensuring customer satisfaction. Our CRM solutions automate client communication, saving you time and effort while ensuring a high level of engagement.
SMS & Email Marketing: Engage clients through automated marketing campaigns that keep them informed and interested.
IVR Phone System: Manage calls efficiently, ensuring clients can reach the right person quickly.
Google Review Management: Enhance your online reputation by automating the process of requesting and managing client reviews.
Database Client Information
Efficiently managing client information is crucial for any business. Our customizable CRM database allows you to tailor the system to fit your specific needs, ensuring all client data is organized and easily accessible.
Customizable CRM Database: Organize and manage client information effectively, with fields and categories tailored to your business requirements.
Forms & Surveys: Collect valuable customer data effortlessly to enhance your understanding of client needs and preferences.
Lead Management Solution: Optimize the nurturing and conversion of leads, ensuring no opportunities are missed.
Invoicing
and Payments
Managing finances is a critical aspect of any business. Our CRM solution simplifies the invoicing and payment process, ensuring that transactions are seamless and efficient.
Invoicing & Payments: Create and send invoices effortlessly, track payment statuses, and manage financial records.
E-sign & Contracts: Simplify the process of getting contracts signed and securely stored within the CRM.
Online Stores: Manage e-commerce operations seamlessly, integrating sales and payment processes within a single platform.
Centralized Customer
Communication
Centralize all client communications to ensure seamless interaction and a unified customer experience. Our CRM integrates various communication channels, making it easy to manage and respond to client inquiries.
Social Media Management: Manage your social presence from one platform, ensuring consistent and timely engagement with clients.
Sales Pipelines & Automated Workflows: Streamline sales processes and workflows, ensuring that every client interaction is tracked and managed effectively.
Invoicing & Payments: Simplify your billing and payment processes, making transactions easy and efficient for both you and your clients.
WeekendCRM is designed to streamline your business operations, improve customer relationship management, and enhance sales processes. Key features include:
Customizable CRM Database: Tailor the CRM to fit your specific business needs.
AI Appointment Setter: Automate your booking processes.
Calendar Bookings: Integrated calendar systems for efficient scheduling.
Website & Funnel Builders: Create effective websites and sales funnels.
IVR Phone System: Manage calls efficiently with integrated IVR systems.
SMS & Email Marketing: Engage clients through automated marketing campaigns.
Social Media Management: Manage your social presence from one platform.
Forms & Surveys: Collect valuable customer data with ease.
Sales Pipelines & Automated Workflows: Streamline sales processes and workflows.
Google Review Management: Enhance your online reputation.
Invoicing & Payments: Simplify your billing and payment processes.
Lead Management Solution: Optimize lead nurturing and conversion.
Online Stores: Manage e-commerce operations seamlessly.
Business System
Custom Sales & Marketing CRM
Done For You High Level Buildout
Tailored CRM & Lead Engagement system to engage leads and manage your sales process with precision.
Onboarding & Setup
Custom Field Setup
2 Booking Calendars
Automated Sales Pipeline
Automated Service Pipeline
Form Setup
Trigger Link Setup
Automation Setup
3 Line IVR Setup
A2P Verification
Automated Lead Engagement
24 Month Agreement
Business System
Custom Sales & Marketing CRM
Done For You High Level Buildout
Tailored CRM & Lead Engagement system to engage leads and manage your sales process with precision.
Onboarding & Setup
Custom Field Setup
2 Booking Calendars
Automated Sales Pipeline
Automated Service Pipeline
Form Setup
Trigger Link Setup
Automation Setup
3 Line IVR Setup
A2P Verification
5 Digital Business Cards
E-Sign Document Setup
Invoicing & Payment Setup
2 API Connections
1 FREE MONTHLY UPDATE
Automated Lead Engagement
24 Month Agreement
Custom Sales & Marketing CRM
Done For You High Level Buildout
Tailored CRM & Lead Engagement system to engage leads and manage your sales process with precision.
Onboarding & Setup
Custom Field Setup
Unlimited Booking Calendars
Automated Sales Pipeline
Automated Service Pipeline
Form Setup
Trigger Link Setup
Automation Setup
Unlimited Line IVR Setup
A2P Verification
Unlimited Digital Business Cards
E-Sign Document Setup
Invoicing & Payment Setup
Unlimited API Connections
1 FREE WEEKLY UPDATE
Automated Lead Engagement
24 Month Agreement
Expertise
With years of experience in lead engagement and CRM solutions, our team brings a wealth of knowledge and insight to every project. We understand the complexities of managing customer relationships and have developed effective strategies to streamline these processes. Our expertise ensures that your business benefits from best practices and innovative solutions that drive results.
Customized Solutions
We recognize that every business is unique, with specific needs and objectives. Our custom CRM solutions are tailored to meet these unique requirements, ensuring that our services align perfectly with your business goals. Whether you're looking to enhance lead engagement, automate client communication, or optimize sales processes, we provide personalized solutions designed to help you succeed.
Client-Centric Approach
Your success is our success. We prioritize your goals and work diligently to ensure you achieve them. Our client-centric approach means we listen to your needs, understand your challenges, and provide solutions that deliver real value. We are committed to building long-term partnerships with our clients, supporting your growth and success every step of the way.
Ready to enhance your lead engagement and maximize the potential of your databases? Contact us today to request a consultation and discover how our comprehensive Lead Engagement Systems can help your business connect with new and existing clients, automate communication, and drive conversions. Let’s work together to build a system that ensures success and growth.
He has already been extremely helpful and insightful when it comes to Marking and digital footprints. His knowledge and expertise of his field is unmatched!
The team at Legacy Sales Engineering has helped take our businesses to the next level.
Shawn is articulate, eloquent and extremely talented in so many ways. He has a customer focus perception of how business is done. We are so happy to have found him and look forward to using them for other services. Highly recommend.