Lifted CRM
Your sales process, organized and visible.
Lifted CRM combines proven Lifted capabilities with configuration, training, and ongoing support from Lifted Consulting.
CRM essentials without enterprise complexity
Our initial offering is designed for companies moving from spreadsheets, notebooks, disconnected tools, or inconsistent follow-up.
Sales foundation
- Leads
- Accounts and contacts
- Opportunities and pipeline
- Tasks and activities
Management visibility
- Sales dashboards
- Pipeline reporting
- Follow-up tracking
- Executive summaries
Managed service
- User setup
- Configuration
- Training
- Monthly administration
How implementation works
Discover
We map your sales process, users, data, and reporting needs.
Configure
We prepare the CRM around your workflow and brand.
Launch
We import agreed data, train users, and establish operating standards.
Improve
We provide support and add automation as the business grows.
Start simple. Grow with confidence.
Begin with the essentials and add advanced automation when it produces clear value.