Stone Crusher CRM Relationship Tracking

I run a stone-crushing operation and I’m ready to tidy up how we store and act on customer information. At the moment contacts, quotes, and follow-ups are scattered across spreadsheets and messaging apps; I want everything living inside a single CRM with a clear, industry-specific workflow.

The heart of the job is customer relationship tracking:
• import and clean the existing lead / customer data
• design stages that mirror our real-world process—from first inquiry and sample dispatch to confirmed order and post-sale support
• configure automated reminders so no follow-up or service visit slips through the cracks
• surface quick-glance dashboards that show active opportunities, won business, and any stalled conversations

If you prefer working in Zoho, Salesforce, HubSpot or a comparable platform, let me know; I’m flexible as long as the end result is intuitive for my team and scalable as we grow.

Acceptance criteria: the team logs in and, within two clicks, can see who to call next, what was last discussed, and the value of every open deal. A brief hand-off video or screen-share walkthrough will wrap things up.