CRM & Client Journey Optimization

We help you set up the right CRM tools and workflows to turn more leads into customers — and more customers into loyal fans.
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Avoid the Mistakes That Turn Customers Away

Without the right systems, good leads slip through the cracks — and your team wastes time chasing them.

We help you avoid:

  • Leads getting lost or ignored
  • Manual follow-ups that don’t scale
  • Unclear sales pipelines and no visibility
  • Poor segmentation and tracking
  • Tools that are too complex to use

What's included

CRM systems and automation designed for real-life businesses — simple, effective, and easy to use.

  • CRM selection and implementation support
  • Setup of stages, pipelines, tags, and automation
  • Email templates, reminders, and tasks
  • Customer segmentation for better insights
  • Optional reporting dashboards

How It Works

  1. We audit your current client flow (or build from scratch)
  2. We recommend and set up the right tools
  3. We train your team and optimize over time

You get a sales system that works — and grows with you.

Why 360?

  • From first contact to follow-up — all in one system
  • Tool-agnostic support (Zoho, HubSpot, Pipedrive, etc.)
  • We simplify, not over-engineer
  • Improved customer experiences with less manual work