WebsiteOK Kanary
CRM · All of Spain

CRM for your business: every customer, quote and task in one place

No more sticky notes, notebooks and scrolling through WhatsApp to find what you promised to whom. I set up a simple program where you can see all your customers, the quotes you've sent, invoices and today's tasks. It fits the way your business works, not the other way round.

Quote within 24 h Quick question

Why this works differently in the Canaries

Small businesses in Spain often keep track of customers in Excel, on the owner's phone or "in their head". That works while there are only a few customers. Then the mistakes start: someone never got their quote, someone has been waiting a week for a call back, and an employee doesn't know what the boss agreed with the customer. A CRM is one shared place where everyone in the business sees the same thing and nothing depends on one person's memory.

Who it's for

  • Businesses that keep track of customers in Excel, a notebook or on their phone
  • Businesses with a few employees, where everyone needs to know what was agreed with a customer
  • Businesses that send lots of quotes and lose track of who replied
  • Owners who want to see what's going on in the business without phoning everyone
  • Businesses paying for an expensive subscription program and using 10% of it

What's included

  • A customer list with history: calls, quotes, invoices, notes
  • Enquiries and work stages, for example "new", "quote", "job", "done"
  • Tasks and reminders for you and your staff
  • Quotes and documents prepared from ready-made templates
  • Moving your customers over from Excel or an old program
  • Staff accounts with permissions: everyone sees what they should
  • Works on a computer and on a phone
  • Training in English, Spanish or Polish and help after launch
How it works in practice

Real-life examples

A quote nobody forgets about

Situation: You send a quote for cleaning an office and the customer goes quiet.

  1. 1You create the quote in the CRM from a ready-made template and send it with one click.
  2. 2The customer gets the status "quote sent", and you get a task: "ask for a decision on Friday".
  3. 3On Friday morning the CRM shows you a list: three quotes are waiting for an answer.
  4. 4You call, the customer says "yes", you change the status to "job" and book a date straight away.

Result: Quotes no longer slip away just because nobody followed up.

An employee on holiday, a customer on the phone

Situation: One of your staff was looking after a customer and is now on holiday. The customer calls with a question.

  1. 1You open the customer's card on your phone.
  2. 2You see the whole history: what was agreed, the price, the date.
  3. 3You answer straight away, without ringing your employee on the beach.

Result: The business keeps running, even when someone is on holiday or leaves.

Monday morning in 2 minutes

Situation: You want to know what's happening in the business before you finish your coffee.

  1. 1You open the CRM and see today's tasks for the whole team.
  2. 2You see new enquiries from the weekend and who will deal with them.
  3. 3You see jobs in progress and unpaid invoices.

Result: One screen instead of five phone calls to your staff.

How it works

From quote to launch in four steps

  1. 1

    A chat

    You show me how you keep track of customers today: Excel, a notebook, your phone. I'm not judging, just listening.

  2. 2

    Set up for your business

    I set up the stages, fields and templates to match how you work. No features you don't need.

  3. 3

    Moving your data

    I move your customers over from Excel or an old program, so you don't start from scratch.

  4. 4

    Training and launch

    I train you and your staff. For the first few weeks I'm on the phone for any question.

Pricing

Packages and prices

CRM Start

For one person or a small business that wants to get organised

from €890

  • Customers and enquiries with statuses
  • Tasks and reminders
  • Quotes and documents from templates
  • Moving your data over from Excel
  • Training
Ask about this package
Most popular

CRM + website form

Got a website? Its enquiries will go straight into the CRM

from €1,690

  • Everything in the Start package
  • The form on your current website connected to the CRM
  • Notifications about new enquiries
  • An automatic confirmation for the customer
  • Reminders about unanswered quotes
Ask about this package

CRM for teams

For businesses with several employees and several kinds of work

from €3,490

  • Staff accounts and permissions
  • Several processes, for example sales, delivery and after-sales
  • Moving your data over from an old program
  • Simple reports for the owner
  • Team training
Ask about this package

Prices exclude IGIC or IVA, one-off payment. The program has no per-user fees. Server and support can be covered by a monthly care plan.

Questions

Frequently asked questions

How is this different from programs like HubSpot or Pipedrive?

With those you pay every month for every employee, and they are packed with features a small business never uses. I set up a CRM based on a proven, open program (Dolibarr) that belongs to you, with no per-user fees and only the features you need.

Can the CRM issue invoices?

It can prepare quotes, orders and invoices. If your gestor (accountant) uses their own accounting program, we'll agree how to pass documents to them so nothing has to be typed in twice.

My customers are in Excel. Will I lose them?

No. I move them into the CRM, along with any notes that can be brought across. You start with your full customer list.

Can I use it on my phone?

Yes, the CRM works in your phone's browser. You can check a customer or add a note straight after a call, for example in the car.

What if something stops working?

For the first few weeks I'm available at no extra cost. After that you can choose a monthly care plan, where I look after the server and backups and answer your questions.

Client reviews

What it’s like to work with me

Real reviews from the WebsiteOK Google listing, from businesses in Poland and Ireland I still support technically today. You can verify each one on Google.

5.08 reviews on Google
„I’ve worked with WebsiteOK for several years while growing my transfer company in Ireland. They built my website and have continued to improve it whenever needed. Communication has always been easy, and I really appreciate that they understand my business without me having to explain everything from scratch. I’m happy to recommend.”
AgaireTransfer company · Ireland
„WebsiteOK built the website for my physiotherapy and massage practice CareCore in Ireland. (…) What I really appreciate is that the help didn’t end once the site went live. Whenever I need changes, new content or a technical fix, I can always count on support. (…) I especially recommend WebsiteOK to people running their own business who need a professional website and reliable IT help afterwards.”
Anna NartowskaCareCore physiotherapy practice · IrelandTranslated from Polish, original on Google
„WebsiteOK built our AquaView online store, tailored to selling aquarium products on the Irish market. (…) Whenever there are technical issues, changes to make or new features to add, we can count on fast, concrete help. (…) We recommend WebsiteOK to companies that need not just a website or online store, but also reliable technical support once it’s live.”
Luk KAquaView online store · IrelandTranslated from Polish, original on Google
See all reviews on Google
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Want to see how it would look in your business?

Tell me in a few sentences how you keep track of customers today. I'll reply within 24 hours with a proposal and a price.

Quote within 24 h Quick question