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CRM Optimization

A CRM is only good when it's actually used.

We structure contacts, leads, quotes, tasks and analyses so that sales and marketing can really work with them.

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360° customer view+25% close rateclean data

CRM Optimization

CRM as a work process, not a database

Many CRM systems are technically in place, but in practice maintained too poorly.

Diagram of the service.

Contacts are duplicated, fields go unused, leads stay without status, quotes aren't followed up and marketing can't see which campaign really generates inquiries.

We optimize CRM not as a database project, but as a work process for sales, marketing and management. Sales works more structured, marketing gets better data and management sees earlier where opportunities and bottlenecks arise.

Services

  • Review the CRM structure
  • Order contacts and companies cleanly
  • Define pipeline and sales stages
  • Reduce and set mandatory fields sensibly
  • Build follow-up processes
  • Make lead sources visible
  • Set up dashboards and KPIs
  • Integrate AI summaries and automations

Benefits

What you get

✓More structured sales
✓Better data
✓Earlier steering
✓Clean handovers

Why Mr. Petz AI

Why clients choose us

Implementation instead of consulting

We don't deliver concepts for the drawer. We work actively inside your company on invoice – like experienced employees, only flexible and without a permanent position.

10 years of hands-on AI

We have followed AI from the beginning and know from real projects where it cuts time, costs and errors in SMEs – and where it doesn't. No tool hype, just experience.

From industry, trades and retail

Our team knows production, trades and retail from its own practice: an industrial copywriter, a technical editor, a business economist with market knowledge and a retail professional. We write so that managing directors, COOs and sales understand it immediately.

Measurable instead of buzzwords

The human decides, AI prepares. We define clear metrics – time saved, lead quality, response time – so impact becomes visible instead of merely claimed.

Free initial consultation

Let's make your CRM usable.

We structure your CRM as a work process that sales and marketing actually use.

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