Marketing CRM

Give inquiries a process that can be managed, followed up, and reviewed

Many independent sites already receive visits. The gap is what happens next. Inquiries sit in inboxes, chat tools, and spreadsheets; sales teams cannot see who to contact first, and it is hard to tell which pages or articles led to closed business. Marketing CRM puts export customer management in one place so acquisition work can be received.

Who it is for

  • Teams that already receive website inquiries but lack complete records or clear ownership
  • Sales leads who want repeat visits or document downloads to be treated as follow-up signals
  • Operators who need SEO or GEO traffic to be viewed together with later opportunities

What the work covers

Centralise inquiries

Bring form submissions and other agreed channels into one place so leads are less likely to remain in personal inboxes.

Record follow-up and stage

Keep actions and the current stage with each lead, so handovers do not depend on individual memory.

Recognise high-intent behaviour

Pay attention to signals such as repeat visits to key product pages or file downloads when setting follow-up priority.

Connect with content-led acquisition

Trace closed customers back to content and keywords, giving the next cycle of RAG SEO or RAG GEO something concrete to work from.

Key parameters

Who it is for

Built for export manufacturers and traders who need to manage customers and follow up inquiries — not as a general office workflow tool.

What it covers

Centralise inquiries from website forms and other agreed channels, record follow-up actions and the current stage, recognise high-intent behaviour such as repeat visits or document downloads, and trace closed-deal paths back to content and keywords.

Typical inputs

Current inquiry entry points and record-keeping habits, the website forms or other agreed channels to include, and the follow-up rules the team is prepared to use.

Typical outputs

A shared lead record, stages that can be handed over, and a view of closed-deal paths that can be reviewed later.

How it works with other products

It can receive visits and inquiries generated by RAG SEO or RAG GEO, or it can be used first on its own to organise inquiries that are already arriving.

What it does not replace

It does not replace a salesperson’s professional judgement, and it does not replace website content or acquisition work that is not yet in place.

What this website does not list

It does not publish account volumes, package sizes, or prices. Configuration is discussed against the team’s current situation.

How the work usually proceeds

1

Map current inquiry entry points

See which pages and channels produce inquiries today, and whether records are consistent.

2

Agree follow-up rules

Decide who responds first, how stages are marked, and which behaviours should be handled first.

3

Connect site data with follow-up

Line up high-intent visits and form submissions with sales work, rather than keeping two separate records.

4

Review paths to closed business

Periodically look at what completed customers read and where they left their details.

Need a proposal that fits your situation?

Tell us about your current site, target markets, and the problem you want to solve first. We will shape a direction from that, rather than starting with a price list.

Get a proposal