The CRM Setup Guide for Growing Businesses
Set up your CRM in one afternoon. Follow these six steps to connect your channels, build your pipeline and automate your follow-ups.
Connect your channels
Start with the channels your customers already use. Connect WhatsApp, your website forms, Instagram and email so every lead flows into one place.
Set your services and availability
Tell Zyri what you offer, your prices and your hours. The AI uses this to answer customer questions instantly, day and night.
Build your pipeline
Create stages that mirror your real sales process. Common stages are New Enquiry, Contacted, Meeting Booked, Proposal Sent and Won.
Turn on automated follow-ups
Set up a sequence that messages every new lead on a schedule until they reply. A WhatsApp on day one, an email on day three, an SMS on day five.
Set up booking and reminders
Let customers book appointments straight into your calendar. Zyri sends confirmations and reminders automatically so no-shows drop.
Ask for reviews automatically
After each job or sale, Zyri asks the customer for a Google review and replies to it naturally, building your reputation on autopilot.
Ready to set up your CRM?