CRM Auditing and Management for sales teams
We audit, structure and manage your CRM so every lead is traceable from first click to close. Technical implementation is executed by DotsCom Dev.
Who it's for
- Companies receiving inquiries via WhatsApp, Instagram, forms and phone and managing them in spreadsheets or scattered inboxes.
- Sales teams with a CRM in place but no adoption, no defined funnel or no reliable reporting.
- Leadership that needs to know how many leads come in, where from and how much they bill — without relying on anyone's memory.
- Multi-branch or multi-brand operations that need one sales process with visibility per unit.
A badly structured CRM is worse than none
Every inbound lead is a sales opportunity. When follow-up depends on spreadsheets, personal chats and inboxes with no criteria, the outcome is predictable: forgotten leads, late replies and sales nobody can attribute to a campaign.
At DotsCom Agency we don't install tools: we audit the real sales process, design the funnel the operation needs and manage the CRM continuously so the data is reliable and actionable.
We work with Kommo, HubSpot, Pipedrive, GoHighLevel and other market platforms. We pick the tool for your sales model, not the other way round.
Methodology: audit, structure, manage
A process proven across sales operations in multiple sectors, focused on team adoption and data quality.
- 01
Sales process audit
We map how a lead enters, is qualified and closed today: channels, response times, qualification criteria, existing reports. You get a diagnostic with the frictions and the KPIs we will improve.
- 02
Funnel and data governance design
We define stages, mandatory fields, progression criteria, ownership and data hygiene rules. Every field captured has a purpose in a report.
- 03
Platform structuring
We configure funnels, follow-up automations, templates and dashboards. Technical integrations — APIs, telephony, ERP, custom development — are executed by DotsCom Dev under our specification.
- 04
Omnichannel centralisation and attribution
We connect WhatsApp, Instagram, Messenger, web forms, paid media and email into one inbox, with campaign origin recorded on every lead to measure real return per channel.
- 05
Training and ongoing management
We train the team on your company's own process and manage the CRM month by month: funnel reviews, data quality, new reports and adjustments as the operation changes.
What your company gets
- Written diagnostic of the sales process with priorities and baseline KPIs.
- Documented sales funnel configured on the chosen platform.
- Unified channel inbox with campaign origin per lead.
- Assignment, follow-up and reminder automations.
- Performance dashboards per channel, rep and business unit.
- Team training and an operating manual specific to your operation.
- Monthly management report with recommendations.
Why DotsCom Agency
We are a performance marketing agency: the CRM is not an end, it is the piece that connects paid media to revenue. Every structural decision is taken with attribution and return on investment in mind.
- Multi-platform: we recommend the tool your operation needs, with certified partners on each.
- One point of contact: the agency manages; DotsCom Dev implements; you don't coordinate vendors.
- Transparent data governance: you see exactly the same dashboards we do.
- Experience with multi-branch operations and high-volume sales teams.
Frequently asked questions about CRM auditing and management
What sales directors ask us before getting started.
Turn your CRM into the sales engine your company is paying for
Start with a diagnostic: within two weeks you'll know exactly where leads are lost and what it takes for every campaign to end in a traceable sale.
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