CRM lead management

Turn your data into decisions you can trust. Know what’s working, what’s not, and what to do next.

Ouma's CRM lead management shows you where revenue really comes from.
We set up and manage CRM systems that give you a clear view of your pipeline, your customers, and what’s actually driving results. From lead tracking and reporting to automation and integration, we make sure your CRM works as a central source of truth and not just another tool.
Because when your CRM is set up properly, you don’t guess. You make decisions with confidence.

Results

• +77% — CRM revenue YOY
• +51% — Automated flow revenue YOY
• 35X — ROI

Testimonial

Good work! Keep up the personal and very responsive approach.

FAQs

• What is a CRM system and how does it work?
  A CRM (Customer Relationship Management) system is software that helps businesses manage customer data, track interactions, and monitor the sales pipeline. It works by centralising information so teams can track leads, nurture relationships, and improve conversion rates.
• Are you a certified HubSpot partner?
  Ouma is a verified HubSpot partner. We use HubSpot to design and manage CRM systems that give you full visibility across your marketing, sales, and customer data. From initial setup and migration to automation, reporting, and ongoing optimisation, we ensure your HubSpot CRM is built around how your business actually operates.
• Why is CRM important for business growth?
  CRM provides visibility on where leads come from, how they move through the pipeline, and what converts into revenue. It helps improve efficiency, customer experience, and decision-making through accurate data and reporting.
• What does CRM setup involve?
  CRM setup includes configuring your pipeline, importing and organising data, setting up automation, integrating with your website and marketing tools, and creating dashboards for reporting. A well-set CRM ensures clean data, clear processes, and scalable growth.
• What is CRM management and why do businesses need it?
  CRM management involves maintaining data accuracy, optimising workflows, improving reporting, and ensuring the system evolves with the business. Without ongoing management, CRM systems quickly become outdated and unreliable.
• Which CRM platforms do you support?
  We’re a verified HubSpot partner, we work with all leading CRM platforms including Monday.com, Zoho, Pipedrive and Keap, and we build custom CRM solutions. The right platform depends on your business size, goals, and existing tech stack.
• How do you measure CRM performance?
  CRM performance is measured through metrics such as lead source tracking, conversion rates, pipeline velocity, customer lifetime value (LTV), and revenue attribution. These insights help businesses optimise marketing and sales activity.
• Which Welsh businesses have you built CRM systems for?
  For Miles Hire, operating across Swansea, Cardiff, Bridgend and Newport, we built a bespoke CRM combining sales pipeline, account management and live financial data from Xero, centralising over 2,300 customer records that were previously spread across separate systems.