Black Friday CRM Setup for Small Retail Businesses

Keep track of interested buyers and give your customers a reason to return.

A customer asks for your price on WhatsApp, says “I’ll get back to you,” and the conversation gets buried. Give every enquiry a place in a simple system, with a clear next step.

✓ Never lose an enquiry in a busy chat
✓ See who is interested and who needs a nudge
✓ Plan check-ins that bring buyers back

We’re accepting applications from 3 businesses for this campaign.

Apply for the Retail CRM Offer

A few quick questions. It takes about a minute.

✓ Clear customer records ✓ Follow-up dates and reminders ✓ Practical team handover

Every enquiry deserves a clear next step.

When customer details are scattered, it is easy to forget who asked a question, who was interested and who bought before. A simple follow-up process helps you keep those conversations organized.

Hi, how much is the 3-piece set?

Sent you the price 😊

Okay, I’ll get back to you.

Six days later…

No reply. No reminder. No one’s name on it.

Scattered enquiriesYou ask customers questions they already answered.

Forgotten follow-upInterested buyers go to whoever replies first.

One-time customersPeople who bought before hear nothing until you need sales.

A practical system for everyday customer follow-up.

Record enquiries, keep customer details together and see who needs attention. Plan reminders and after-sales check-ins that help you stay connected with buyers.

Today’s follow-ups (sample)

Customer AAsked your price on WhatsApp

Follow up today

Customer BSaid “I’ll get back to you”

Due tomorrow

Customer CBought 7 days ago

Check-in due

Customer DBought before

Reorder reminder

Due today: 4Tap a row to mark it done

Interactive illustration. Not a live client screen.

WHAT YOUR SETUP INCLUDES

Built for everyday retail follow-up

Proposed package areas. The exact platform and automation are confirmed after your application.

Simple enquiry tracker

Record each enquiry in one place.

Customer records

Keep details and purchases together.

Follow-up dates and reminders

See who needs attention today.

After-sales check-ins

Stay connected after the purchase.

Practical training and handover

Simple enough for your team to use.

Not included: a point-of-sale or inventory product, unless it is added to the agreed scope.

FROM SCATTERED TO CLEAR

What changes in your business

Today

Enquiries buried in chat threads
No record of who bought what
Repeat sales left to chance

With your CRM setup

Every enquiry has a place and a next step
Customer details kept together
After-sales check-ins planned

HOW IT WORKS

Four simple steps

01 · APPLY

Tell us about your business

Answer a few quick questions.

02 · REVIEW

Confirm the right setup

We review your process and agree the scope and platform.

03 · BUILD

Configure and test

We set up your enquiry tracker, records and reminders.

04 · TRAIN

Hand over to your team

Your team gets practical guidance and documentation.

What we need from you: how enquiries reach you, a few sample customer records and a team member to use the system.

OFFER DETAILS

Everything you need to decide

PACKAGE FEE

PAYMENT TERMS

SEPARATE COSTS

ELIGIBILITY

TIMELINE

CLOSING DATE

QUESTIONS

Before you apply

Is this a point-of-sale system?

No. It organizes enquiries, customer details and follow-up. A POS or inventory product is not included unless it is added to the agreed scope.

Do I need to choose the platform?

No. We recommend Google Sheets, Zoho or HighLevel after reviewing how your business works. Software subscriptions are separate unless the proposal says otherwise.

What do I need to provide?

How enquiries reach you, a few sample customer records and a team member who will use the system.

Are software and messaging costs included?

External software subscriptions, messaging/API charges and other third-party costs are listed separately in the final proposal.

What happens after I apply?

We review your information, contact you about the next step and, if it is a fit, agree the scope and send a proposal.

Ready to give every customer enquiry a next step?

We’re accepting applications from 3 businesses for this campaign.
Tell us how you manage customer enquiries today and we’ll review your application.

Apply for the Retail CRM Offer

Keep track of interested buyers and give your customers a reason to return.

Apply for the Retail CRM Offer

Every enquiry deserves a clear next step.

A practical system for everyday customer follow-up.

Built for everyday retail follow-up

Simple enquiry tracker

Customer records

Follow-up dates and reminders

After-sales check-ins

Practical training and handover

What changes in your business

Today

With your CRM setup

Four simple steps

Tell us about your business

Confirm the right setup

Configure and test

Hand over to your team

Everything you need to decide

Before you apply

Ready to give every customer enquiry a next step?

Bellawonder Digitech

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