CRM & Workflow Automation
Setup for Small Businesses in the UK
Streamline Customer Management with CRM & Workflow Automation.
At Digiledger Solutions, we help small businesses across Scotland and the UK set up smart CRM and workflow systems using Odoo and automation tools. No more sticky notes, forgotten follow-ups, or messy spreadsheets—just a clear process that grows with your business.
What is a CRM & Workflow
Automation System for SMEs?
A CRM (Customer Relationship Management system) helps UK SMEs track every customer interaction
—calls, emails, job quotes, or invoices.
A workflow automation system ensures tasks move forward automatically, like reminders, approvals, or customer follow-ups.
Together, they help you:
Follow up faster
Manage your team’s work
Stay on top of leads
Improve customer experience
Team Task Assignment
Assign work to the right person instantly and monitor progress.
Appointment & Job Scheduling
Auto-create tasks, bookings, or site visits. Ideal for trades and service providers.
Customer History & Notes
Keep a full record of every client conversation and job history.
What We Set Up for You
We customise your system based on how you already work
Customer Pipelines
– Manage sales pipelines, enquiries, and service jobs.
Automatic Reminders
– Stay on top of client calls, invoices, and renewals.
Task Assignments
– Assign tasks to the right person, every time.
Email & WhatsApp Integration
– Reply from one place and never lose track.
Team Collaboration
– Keep everyone in sync with shared dashboards.
📋 CRM Solutions for Real UK Small Businesses
Whether you're:
A local tradesperson managing job quotes
A shop owner tracking orders and customer queries
A service provider juggling appointments and invoices
We make sure your CRM works in the real world—not just in theory.
🎯 Why CRM & Workflow Automation Matters for UK SMEs
Without a system, leads get lost and admin slips through the cracks. With the right CRM and workflows, you’ll:
- Follow up faster and close more sales
- Reduce admin stress and team confusion
- Keep every customer feeling valued
- Free up time to focus on growing your business
Frequently asked questions
A CRM (Customer Relationship Management) system helps you manage leads, track customer interactions, and streamline your workflow. It ensures no leads are missed and improves team efficiency.
Yes, we fully customize the CRM pipeline, stages, and workflow automation according to your specific industry needs and team structure.
We provide easy-to-follow onboarding and hands-on training. Your team can start using the system confidently from day one.
Absolutely. We can connect your CRM with email, messaging apps, and your website forms to automatically capture leads and centralize communication.
Most small to medium businesses can be fully set up and operational in 2-4 weeks, depending on the level of automation and integrations required.
Ready to Never Miss Another Customer Follow-Up?
Book your free Business Systems Health Check today and see how CRM & workflow automation can save you time and help you close more sales.
What you will get
A findings report tailored to your business
Quick wins you can implement immediately
A roadmap to tools that fit your needs
Book My Free Business Systems Health Check