A CRM your team will actually use.
Most CRMs fail for one reason: they were set up generically and nobody trusts them. Vexo builds the CRM around how you really sell, then connects it to your website, phone, WhatsApp and email so leads arrive automatically.
The result is one place for every lead, conversation and deal, with follow-ups that happen on their own.
Leads leak when they live in five places
Enquiries arrive by form, phone, email, WhatsApp and social. Without one system, some are missed, some are chased late and nobody can say which marketing actually works.
A well-built CRM fixes that. Every enquiry is captured, assigned and followed up, and you can see the pipeline and the revenue it represents at a glance.
What we set up
Pipelines built around your sales process
Stages, fields and views that match how your team really works, not a default template.
Lead capture from everywhere
Website forms, calls, WhatsApp, email and AI chat all feed the same pipeline.
Automated follow-ups
Reminders, email and WhatsApp sequences so no enquiry goes quiet.
Reporting you can trust
Live views of leads, conversion and revenue by source.
Integrations
Calendars, invoicing, payments, email and automation tools such as Zapier connected in.
Training and handover
Your team is shown how to use it, with simple documentation to keep.
How a CRM project runs
Map your sales process
We learn how a lead becomes a customer today and where it breaks.
Configure
We set up pipelines, fields, users and permissions.
Connect
We link your website, phone, WhatsApp, email and calendar.
Automate
We build the follow-up and reminder sequences.
Train and refine
We train your team, then tune it once real data is flowing.
Questions about CRM
Which CRM do you work with?
We work with the major platforms and recommend one that fits your size and budget, rather than pushing a single tool.
Can you migrate our existing data?
Yes. We can import and tidy contacts and deal history from spreadsheets or your current system.
How much does CRM setup cost?
CRM work is included in our Booked and Always On packages from £6,000, or can be quoted on its own after a short call, with ongoing support on a monthly plan. See pricing.
Does it connect to our website?
Yes. Website enquiries, AI chat conversations and WhatsApp messages can all create leads in your CRM automatically.
Ready to see every lead in one place?
Tell us how you sell today and we'll show you what a connected CRM would change.