Convert
How we deliver CRM setup.
Most agencies pattern-match the playbook. We work the weakest part from first principles — here's how that plays out.
The traditional way
CRM as a contact graveyard
Vanity database of stale contacts — no conversion surface, no measurable pipeline.
Manual lead routing
SDRs picking from a list — first-touch hours after the form fills, leads cold by then.
PDF chaos for proposals
Quotes built in Word, sent as PDFs, e-signed in a third tool — no integrated trail.
Forecast based on gut
Pipeline review meetings without conversion-rate evidence — wishful thinking dressed as forecast.
The Metrix method
CRM as the conversion surface
Every interaction tracked, every stage measured — pipeline you can defend in the monthly summary.
Lead routing measured in seconds
Round-robin, territory, SLA-based — automated, the first response wins the deal.
Proposal & e-signature integrated
Quoting wired to the CRM — automation closes the loop, no PDF graveyard.
Forecast you can defend
Conversion rates, velocity, accuracy — measured against actuals, not gut.
Name the weakest part.
Move the number.
Most of the mapping happens upfront. Fixed fee. You hand over your mission, your systems, today's numbers — we hand back the biggest gap named in dollars.
Clear direction · Less noise · Results you can see