# CRM & Case Management

> No lead left in somebody's inbox.

A pipeline, a customer record and a case history in one place — built around how your team actually sells and follows up, not around a template for a company that is not yours.

- **Price:** quoted per project after a call — er@epsilon-labs.co
- **What moves the price above that floor:** Number of pipelines and roles, the channels it has to capture from — email, WhatsApp, web forms, calls — and whether it has to hold documents.
- **Typical duration:** 4–6 weeks
- **Category:** Software
- **Page:** https://epsilon-labs.co/products/crm/
- **Enquiries:** er@epsilon-labs.co

## The problem

Leads arrive by email, WhatsApp, the website and the phone, and live in four places. Follow-up depends on who remembers. The deal that went quiet went quiet because nobody noticed.

Off-the-shelf CRMs fix this by making your team work their way, and half the team quietly goes back to the spreadsheet.

## What you get

- Pipeline with your stages, your fields and a live weighted forecast
- One record per customer across every channel
- Follow-up reminders and SLA timers that escalate before something is missed
- Documents stored securely against the customer, with verification if you need it
- Role-based admin portal and a customer-facing portal if you want one
- SMS, email and WhatsApp notifications

## How it runs

- **Week 1** — How you actually sell, mapped from your last fifty deals.
- **Weeks 2–4** — Pipeline, records, channels and timers built.
- **Weeks 5–6** — Your existing contacts imported, team onboarded.

## This is for you if

- Service firms, agencies, consultancies, clinics, B2B sellers
- Teams that tried an off-the-shelf CRM and drifted back to spreadsheets
- Anyone managing cases with deadlines, not just sales with stages

## This is NOT for you if

- Teams happy on an off-the-shelf CRM — configure it rather than replace it
- Enterprise sales operations with hundreds of seats
- Marketing automation and email campaigns at volume

## Proof

For an immigration consultancy we built a case-management system — role-based admin portal, automated SLA tracking, document workflows and biometric identity verification. That is the case-management half of this offer; we have not yet shipped a sales-pipeline CRM for a client.

See: https://epsilon-labs.co/work/

## Questions

### Can it import from our current CRM or spreadsheet?

Yes, and we reconcile the import with you before anyone relies on it.