WebFootprint CRM case study | WebFootprint
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WebFootprint CRM · Our own CRM

The CRM we run WebFootprint on

Our own CRM holds every client, project, task and hour we work. Time logs feed invoicing, the sales pipeline is tracked per product, and clients book calls straight into our calendar.

Let's talk See all our work
Our CRM on a laptop in our studio, with client names changed

The brief

We wanted one place to run the business: who we are working for, what is due this week, how long it took and what to bill. So we built it, and we keep adding to it.

What we did

  • Clients, contacts, projects and tasks, with a weekly scheduler
  • Time logging that feeds straight into invoicing
  • A sales pipeline per product, with pre-qualification for new enquiries
  • Public booking pages for introductory calls
  • Invoices, quotes and subscriptions linked to Xero, plus an AI voice assistant

Screens from the project

Sales pipeline for each product
The weekly scheduler, with task and client names changed
Time logs that feed invoicing, with client names and amounts changed

The result

We run WebFootprint on it every day: the sales pipeline, the weekly plan and every billable hour. The Book a call button on this site goes straight into its calendar.

Want something like this?

Tell us what you're working on. We'll take it from there.

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