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Automation and CRM

Automation and CRM: stop losing customer enquiries

An enquiry waiting three days for an answer is often lost. Clicom helps centralise requests, reply faster and remember follow-ups, using simple tools adapted to your work.

Automation and CRM · Ambient video.

The thread of this service

One enquiry. One next action.

  1. Enquiry received
  2. Organised follow-up
  3. Reply sent

Centralise · Organise · Automate

  • Based in Corseaux, French-speaking Switzerland
  • One point of contact
  • Published indicative prices
  • Initial discussion without commitment
The starting point

Scattered enquiries, forgotten follow-ups

Enquiries arrive by email, phone, website form or messaging. Each is recorded somewhere different, replies depend on who saw it and follow-ups rely on memory.

The result: late replies, quotes never followed up and repetitive work. A few well-chosen automations often make the difference.

Mockup: enquiry dashboard showing the status of each request

Your business first.

  • CRM tailored to your needs
  • Automatic acknowledgements
  • Simple dashboard
The solution

What the support includes

A woman checks a screen at a shop counter
  1. A CRM tailored to your needs

    One place for each enquiry, its history and the next action.

  2. Centralised enquiries

    Website forms and other channels brought together with useful qualification details.

  3. Automatic acknowledgements

    Customers immediately know their request arrived and what happens next.

  4. Notifications and follow-ups

    The right person is notified and a follow-up is scheduled if a request stalls.

  5. A simple dashboard

    See enquiry counts, sources and status at a glance.

  6. Team training

    Everyone knows how to use the tools and develop them further.

The method

How we work together

  1. Discuss

    An initial conversation about how enquiries arrive, who handles them and where they get lost.

  2. Build

    The agreed CRM and automation are set up. You approve before they go live.

  3. Progress

    Your team is trained, then settings are adjusted through use.

A connecting thread, from start to follow-up.

A clear framework

Indicative pricing

Scope depends on the channels, users and automations chosen. It is set out in your quote.

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Save time

Automation

Organise enquiries and simplify follow-ups.

3 000 – 6 000CHF setup

Then 490 to 690 CHF / month

  • CRM tailored to your needs
  • Useful automations
  • Simple dashboard
  • Team training
Discuss this package : Automation

Non-binding indicative ranges in Swiss francs, including VAT. Your quote specifies the scope and exact price. See all packages

Answers

Frequently asked questions

A question not listed here? The first conversation is also for that.

Mockup: the project enquiry form on a screen
Can you organise my enquiry follow-up?

Yes. Depending on your needs, we help centralise enquiries, automate acknowledgements and organise next actions in a CRM.

Do we need to replace all our tools?

No. We start with your current tools and only suggest change if it truly simplifies your team’s work.

Will my team be trained?

Yes. Team training is included in Automation.

Do I need to handle the technical side?

No. We configure the agreed tools and automations, train your team and ask you to approve key choices.

The next step

Identify your priority automations

Describe how you receive and follow up enquiries today: we suggest where to start.

Let’s discuss your project.

Want better visibility or more enquiries? Describe your needs. Name, email, description and consent are required; the other fields help us prepare a response.

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How can we help?

Describe your website, visibility or automation project. Do not share confidential data.

Example: “I want to improve local visibility. Where should I start?”

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