no BS, just Business Sorted
Email: hello@businesssortedkent.co.uk Call: 07522388055
CRM Tools for Small Businesses in Kent
If you're juggling messages, emails, and paper notes to keep track of customers, it might be time for a CRM - but not the kind that takes months to figure out.
We set up simple, customisable CRM systems for small businesses that need a clearer way to manage enquiries, quotes and follow-ups. Nothing too complex. Just a straightforward way to stay organised and make sure no lead gets missed.
This could be a spreadsheet-based tracker, a lightweight platform with automated reminders, or a shared dashboard that shows what stage each job is at. Whatever works best for the way you already run your business.
It’s not about adding extra work - it’s about saving time and having one place to see what’s going on. You don’t need to know the software or set anything up yourself. We handle that part and make sure it’s tailored to your workflow.
If you’ve ever forgotten to follow up on a quote or lost track of who said what, this will make life a whole lot easier.
1
Enquiry Automation
Never miss a lead again. We set up automatic responses to new enquiries — whether they come from your website, Facebook, or a contact form — so your customers hear from you fast, even when you’re busy on a job.
2
Online Booking Forms
Make it easy for customers to book appointments, request quotes, or schedule consultations — without endless phone tag.
3
Lead Tracking Systems
We can set up simple tools (like spreadsheets or free CRMs) that automatically log your leads, so you always know who to follow up with.
4
Custom Forms for Quotes, Jobs, and Invoices
Branded forms for job sheets, quotes, or invoices — designed for easy use on mobile, tablet, or desktop. No more lost paperwork or messy handwriting.
5
Email Automation with Mailchimp
Stay in touch with your customers without lifting a finger. We can set up automated email campaigns — from welcome emails to follow-up offers — using Mailchimp. Great for builders, trades, shops, and services wanting to keep their name front-of-mind.
6
Template Emails and Quick Replies
Save hours with branded email templates for enquiries, quotes, job updates, and invoices — sent in seconds, not hours.
7
Social Media Scheduling
We show you how to schedule posts across Facebook and Instagram so you stay active online without posting every day.
Why Business Automation Matters:
A good logo and consistent branding:
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Builds trust with customers
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Makes you stand out from the competition
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Looks professional on websites, signage, workwear, flyers and vans
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Helps you charge what you’re worth — people judge by appearances!
How It Works:
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We chat about where you're losing time or missing chances
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We recommend simple, trusted tools (like Mailchimp, Google Forms, CRM apps)
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We set them up for you — no confusing tech-speak
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You stay in control (and we'll show you how everything works if you want)
Simple. Smart. Sorted.
FAQS
Q: What kind of automation tools do you set up?
Things like automatic enquiry replies, online booking forms, lead tracking systems, and email templates.
Q: Do you use complicated software?
No — we keep it simple with free or low-cost tools that are easy to manage.
Q: Can you help automate review requests or job confirmations?
Definitely — we can set up automated emails or texts to follow up with customers.
Q: How do I get started?
Just get in touch — we’ll have a quick, no-pressure chat to find out what you need and recommend the best next steps.
Q: What areas do you cover?
We’re based in Kent but can work with businesses anywhere across the UK — especially for websites, branding, SEO and automation support.
