01. Initial Consultation
A free 30-minute discovery call to understand how enquiries arrive, who follows them up and which systems you already use.
Most businesses don’t have a lead problem so much as a follow-up problem. An enquiry arrives while you’re on a job or in a meeting, sits in an inbox for two days, and by the time you reply the customer has booked someone else. Nexio Digital Solutions is the CRM consultant Leicester businesses bring in to close that gap with a proper system rather than more good intentions.
A well-configured CRM keeps every contact, conversation and enquiry in one place, so anyone on your team can see who needs a call back and what was last said. Add automated acknowledgements, reminders and nurture emails, and customers hear from you promptly even on your busiest days.
Our approach starts with how you win work today: where enquiries come from, who handles them and which tools you already pay for. We then build lead funnels and capture forms, configure the CRM and connect it to your website and email platform, so the whole process runs as one joined-up system that can grow with you.
Each service can stand alone or form part of a connected system, depending on where enquiries are currently slipping through and how much of your process you want automated.
We map the route from first visit to enquiry or booking, removing dead ends and unclear steps so more of the visitors you already attract actually get in touch.
We configure a CRM around your real sales stages, bringing contacts, enquiries, notes and communication history into one organised system your team will actually keep up to date.
Enquiry acknowledgements, follow-up emails, appointment reminders and internal notifications can all go out automatically, so customers get a timely response without anyone having to remember to send it.
For prospects who aren't ready to commit yet, we set up automated email sequences that keep your business in their mind until they are ready to talk.
We connect your website forms, CRM, email marketing platform and other business software so information moves between them automatically instead of being copied across by hand.
Enquiry, booking and landing page forms designed to be quick to complete on a phone, asking only for the details you need to qualify and respond to each lead.
Our specialists have built lead generation systems and CRM setups for businesses in many different sectors, so we know where enquiry handling usually breaks down.
We recommend a CRM platform and workflow that suit your processes and budget, rather than forcing your team into a system built for someone else.
Every automation we build has a clear purpose: a faster response, a clearer pipeline or fewer hours spent chasing enquiries by hand.
Landing pages and capture forms are built to load quickly and sit sensibly within your site structure, so they support your search visibility rather than working against it.
We explain each recommendation in plain terms and show you how your CRM and workflows run, so you are never left relying on guesswork.
After setup we keep monitoring, gathering feedback and refining your workflows, adjusting the system as your team, services and sales process change.
Leicester’s economy runs on a mix of trades, manufacturers, professional practices, hospitality venues and ecommerce brands, and each handles enquiries differently. A plumber needs quote requests answered before a competitor calls back, while an accountancy practice needs a tidy record of every conversation with a prospect.
Our CRM consulting services Leicester clients use start from that reality. We look at the enquiries you actually receive and build a process around them, from the first form submission to the final follow-up email.
Because many local firms run with small teams, we keep systems simple enough that people will use them every day, with room to add more automation as you grow. The result is one view of every opportunity and far less copying and pasting between inboxes and spreadsheets.
Workflows shaped around how Leicester customers contact you, whether that is a website form, a phone call logged by staff or a booking request.
Automatic acknowledgements and internal alerts mean a new enquiry gets a reply and an owner quickly, not whenever someone next checks the inbox.
See every lead, its source and its current stage in one place, making weekly sales reviews quicker and far less reliant on memory.
Send us a few details about your current setup and a senior member of our UK-based team will come back to you within one working day.
Tell us how leads reach you now and where they get stuck. We’ll suggest practical next steps for your CRM, forms and follow-up, with no obligation.
A CRM consultant looks at how your business captures and follows up enquiries, then sets up the systems to handle them properly. With Nexio, that can include choosing and configuring a CRM, building lead funnels and capture forms, automating follow-up and nurture emails, and connecting the tools you already use.
We work with a range of popular CRM platforms rather than pushing a single product. After learning about your processes, team size and budget, we recommend the option that fits and explain the reasoning, so you can make an informed decision before anything is set up.
Yes. We can connect website forms, email marketing platforms, CRM systems and other business software so they share information automatically. The aim is one joined-up workflow, where a new enquiry lands in the CRM, triggers the right follow-up and alerts the right person without anyone copying details across.
Automation works best on routine, repeatable tasks. Typical examples include acknowledging new enquiries, sending follow-up emails, running nurture sequences, issuing appointment reminders and notifying staff when a lead needs attention. That keeps communication consistent while freeing your team to focus on conversations that need a human touch.
Cost depends on scope: how many tools need connecting, how complex your sales process is and how much automation you want. We quote each project individually after a free 30-minute discovery call, so you know exactly what is included before any work begins.
Yes. We offer ongoing support, monitoring and optimisation once your system is live. As your services, team or enquiry volumes change, we adjust workflows, add automations and refine your funnels so the CRM keeps supporting the way you actually work.
Both, in different ways. Better lead funnels and capture forms help you convert more of the visitors your website and marketing already bring in, while the CRM and automation make sure each enquiry is followed up promptly. We don’t promise specific lead numbers, but every change we make is aimed at a clear, measurable improvement.
Send us a short brief and we’ll come back within one business day with a clear next step — no high-pressure sales.
Lead Generation & CRM Automation