Full CRM Set-up: Seamless Customer Experience

Metanow partnered with Achim to deliver a fully customized CRM solution tailored for high-volume customer engagement. The project included importing over 100,000 contacts, automating customer feedback collection, integrating Zoom for webinars, and building conversion-optimized funnel forms. Our goal was to create a reliable, scalable system that Achim could confidently manage and grow with. The result was a seamless, high-performance CRM environment backed by responsive support.

Challenges

Achim approached Metanow with a need to implement a powerful yet user-friendly CRM system that could scale with his growing business. Key priorities included managing a large database of contacts, integrating review systems, hosting webinars, and streamlining lead generation all while keeping the system fast, bug-free, and easy to manage.

Key challenges 

• Migrating and managing a contact database of over 100,000 entries.
• Collecting customer feedback through a streamlined system.
• Seamlessly integrating Zoom webinars into the CRM.
• Designing conversion-optimized funnel forms.
• Ensuring responsive and reliable support during urgent situations.

Solutions

We provided Achim with a fully integrated, end-to-end CRM solution tailored to his exact needs, focusing on efficiency, scalability, and simplicity.

Contact Import

• Imported over 100,000 customer records.
• Structured data for automation and segmentation.
• Enabled rapid CRM onboarding and accurate tracking.

Client Review Collection

• Embedded branded review forms post eBook delivery.
• Collected structured insights to improve products and service.
• Data automatically fed into CRM for real-time analysis.

Webinar + Zoom CRM Integration

• Integrated Zoom with CRM.
• Scheduled, tracked, and analyzed webinars inside the CRM.
• Enabled automated reminders, follow-ups, and data sync.

Funnel Form Implementation

• Created drag-and-drop smart funnels for lead capture.
• Embedded lead forms in multiple campaign channels.
• Included logic branching and auto-routing to sales sequences.

Emergency Support & Advisory

• Set up fast-response protocols for urgent CRM errors.
• Delivered support resolutions in under 1 hour when needed.
• Provided guidance to empower the client to manage CRM independently.

Outcome

• 100K+ Contacts successfully migrated in record time.
• Customer reviews captured and analyzed via automation.
• Webinar engagement tripled through smoother registration flows.
• Sales funnel conversions improved due to smart forms.
• Rapid incident resolution, with 100% satisfaction.

Services provided

• CRM Architecture & Configuration.
• Data Migration.
• Feedback Automation System.
• Funnel Form Development.
• Zoom-Webinar Integration.
• Emergency tech-support.
• UI/UX feedback optimization. 

Client testimonial

"Metanow, especially Kevin and Gleni, are absolute experts in their field. I was particularly impressed by how precisely and quickly they can work—and without any bugs. And that's based on my requirements, which aren't always exact. They ask the right questions, are focused, and always have their customers' interests at heart. Metanow is also uncomplicated and quick to help in an emergency, as was the case recently when I made a mistake in the CRM and the website went down. It was fixed within an hour, without the usual SLA and new ticket, etc. blah blah blah. For me, that is 100% customer focus in action. Thank you very much!

For me, it's the best price/value I've gotten in this environment. It was my third order and the collaboration was a 5 with a star, without exception!"

-Achim