Introduction
We build and customize CRM systems that take the manual work out of managing leads, follow-ups, and client relationships. Our Done-For-You CRM Setup gives you a fully operational sales and communication engine—designed around how your business actually works. No tech headaches, no generic templates—just a system that helps you close more, respond faster, and stay organized.
How We Work
We take the time to understand your sales process, service flow, and communication gaps. Then, we tailor your CRM to fit your business—automating your lead tracking, appointment reminders, email and SMS follow-ups, and pipeline visibility. The result? A system that feels like it was built in-house, but without the time, cost, or trial and error.
“A good CRM doesn’t just store contacts—it drives action, automates follow-up, and closes more deals without dropping the ball.”
Our Working Process
We follow a proven 3-step CRM deployment process:
- Discovery and mapping of your lead flow and client journey
- Full setup of pipelines, automations, tags, notifications, and user access
- Walkthrough, testing, and live support as your system goes live
By the end of the process, you’ll have a CRM that works—so you don’t have to.
Our Features
Your Done-For-You CRM Setup includes:
- Custom pipelines and lead stages
- Automated follow-up sequences via email, SMS, and task reminders
- Contact tagging and segmentation
- Appointment booking and reminders
- Sales tracking dashboards and reporting tools
- Team roles and permissions for collaborative workflows
You’ll be able to manage every lead, every deal, and every client from a single dashboard—automatically.
Conclusion
We help businesses simplify their sales process and scale their operations with smart, easy-to-use CRM systems. Whether you're drowning in spreadsheets or frustrated with a tool you never fully set up, Lucerna delivers the CRM you need—built for results, not confusion. Ready to finally take control of your pipeline? Let’s get started.
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