First Glance Bahamas
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Services

What does your business need next?

Websites, software, apps and AI, built in Nassau for businesses in The Bahamas, the Caribbean, North America and beyond.

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Glass CRM pipeline sculpture representing CRM and business systems by First Glance Bahamas

CRM & business systems

Every lead and client, in one place.

We set up CRMs and build custom business systems around how you sell and serve, so every enquiry is captured, follow-ups go out on time and your whole team works from the same customer history.

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Based in Nassau. Working with clients across The Bahamas, the Caribbean, North America and beyond.

Is this for you?

If it lives in an inbox, it will slip.

Enquiries arrive by WhatsApp, email, phone and your website. When they live in inboxes, notebooks and memory, some never get a reply. We bring them into one system, connect it to the tools you already use and automate the follow-ups your team keeps meaning to send.

Sound familiar?

  • Leads go cold because nobody followed up
  • Customer details are scattered across WhatsApp, email and spreadsheets
  • You can’t see what’s in your pipeline or what was quoted
  • Asking happy customers for reviews never happens
  • Your team keeps different versions of the same customer

If you nodded at any of these, we can help.

What we build

A system that fits how you work.

  • CRM selection

    We recommend the right CRM for your size and budget, or build a custom one when off-the-shelf won’t fit.

  • Pipelines that match your process

    Stages, fields and views set up around how you actually sell, quote and deliver.

  • Website and booking integration

    Website forms, bookings and orders flow straight into the CRM, so nothing is typed twice.

  • Data migration

    Your existing contacts and history moved across from spreadsheets or old systems, cleaned up on the way.

  • Automated follow-ups

    Reminders, quote follow-ups and check-ins that go out on time, every time.

  • Review requests

    Automatic review follow-ups after a job, trip or order, so more happy customers leave a review.

  • Team access and roles

    Everyone sees the same customer history, with the right access for each role.

  • Simple reports

    A clear view of leads, quotes, bookings and sales you can read at a glance.

  • Training and support

    Hands-on training for your team before launch, and support after it.

How it works

Clear steps. No surprises.

  1. Strategy call

    We learn your goals, how you work today and what success looks like.

  2. Written proposal

    Scope, price and timeline in writing before any work begins.

  3. Design and build

    Built in phases with regular check-ins, so you see progress early.

  4. Launch and support

    We launch, train your team and stay on for updates and improvements.

Recent work

Built for real businesses.

See all our work

Questions

Good questions. Straight answers.

Something else on your mind? Ask us on WhatsApp.

Do I need a custom CRM or an off-the-shelf one?

Most businesses are well served by an established CRM set up properly. We build a custom CRM when your process is unusual or needs to connect tightly with your own booking, payment or ordering systems.

Can you move our existing customer data?

Yes. We migrate contacts, history and notes from spreadsheets or your old system, and clean up duplicates along the way.

Will it connect to our website and WhatsApp?

Website forms, bookings and orders can feed straight into your CRM. WhatsApp and email connections depend on the CRM you choose, and we’ll tell you what’s possible before you commit.

Are CRM subscriptions included?

No. Software subscriptions and per-user licences are paid directly to the CRM provider. We explain the costs clearly before you decide.

How long does setup take?

It depends on how many people use it, how much data we move and what it connects to. Your written proposal sets out a clear timeline.

Will my team actually use it?

We set it up around how your team already works, keep it as simple as possible and train everyone before launch.

Start a project

Tell us what you want your business to do better.

A sharper website, an app your customers use, a system that gives your team hours back. Tell us the goal and we’ll tell you plainly whether we can help, and what it would take.

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Based in Nassau, The Bahamas. Working with clients across the Caribbean, North America and beyond.