CRM
One place for customers, pipeline, and sales. Leads, contacts, deals, and activities so the team knows who’s doing what and what’s coming next. Custom or configured so the CRM matches how you sell and support, not how a generic product thinks you should. No more “who was supposed to follow up?” or data stuck in inboxes.
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Leads, contacts, deals, and activities live in one system. Everyone sees the same pipeline and the same history. No copy-paste between tools or “I thought you had that.” The sales and support process runs on a single backbone.
Your stages, your qualification rules, your follow-up rhythm. The CRM follows how you work instead of forcing you into a generic sales process. Workarounds and shadow spreadsheets disappear when the system actually fits the team.
Pipeline views, deal stages, and activity logs. Management sees what’s moving and what’s stuck. Reps know what’s next and what’s overdue. No more guessing or chasing people for updates.
Discovery, design, build, deploy, support. One path from “we need to fix sales and customer data” to a system that’s live and in use every day.
Customer and sales data in one system. New builds or extending an existing CRM: leads, contacts, deals, activities, and reporting the way you want them. Integrations with email, calendar, telephony, or ERP when you need them. So the team sells and supports without losing context.
Leads from first touch to qualified opportunity. Stages and status so the pipeline is visible. Who owns what, and what’s next. So nothing falls through the cracks and management sees the real picture.
Contacts, companies, and relationships in one place. History of interactions so the next conversation picks up where the last one left off. One record per account instead of scattered notes and emails.
Deals from opportunity to close. Value, stage, and forecast in the system. So pipeline and revenue forecasts are based on real data, not gut feel. The team knows what’s closing and what needs attention.
Calls, meetings, emails, and tasks linked to the right contact or deal. Follow-up reminders and activity logs so “I’ll get back to you” actually happens. The CRM enforces the rhythm you want.
Segment by industry, size, stage, or behaviour. Reports and dashboards so the team and management see pipeline, conversion, and activity. One source of truth for how sales and support are performing.
Email, calendar, and telephony tied to the CRM so activity is logged without double entry. Link to ERP or marketing when orders and campaigns need to flow in. Data flows once; the CRM stays current.
Inboxes, spreadsheets, and “I think Sarah had that” don’t scale. Lost follow-ups, duplicate data, and nobody sure what’s in the pipeline. A CRM replaces that with one system where customer and sales data live in one place and everyone reads the same thing.
A CRM only works if the team uses it. We design for how they actually work: simple entry, clear views, and integrations so they don’t have to leave their inbox or calendar. Training and rollout so the system becomes habit, not homework.
New stages, new segments, new integrations. The CRM extends. We help you add features and keep the system aligned with how you sell and support. No vendor lock-in on roadmap; the solution evolves with you.
Leads and opportunities in one pipeline. Stages, ownership, and next steps so nothing gets dropped and management sees the real picture.
Contacts, companies, and interaction history in one place. So every conversation has context and every account has one record.
Deals from opportunity to close. Value, stage, and forecast so pipeline and revenue are based on data, not guesswork.
Calls, meetings, tasks, and reminders linked to contacts and deals. So follow-ups happen and the team stays on rhythm.
Pipeline, conversion, and activity reports. Dashboards so the team and management see the same numbers and can act on them.
CRM tied to email, calendar, telephony, ERP, or marketing. Data flows once so the team doesn’t re-key and the CRM stays current.
From your idea to a live CRM: understand, plan, build, ship, then support.
Goals, users, and current sales process pinned down. Where the pain is and what “good” looks like. So the solution fits from day one.
Scope, timeline, and phases agreed. What’s in v1 (leads, contacts, deals, etc.) and what comes later. Data migration and rollout in the plan.
Sprints with design, development, and testing. You see the system as it takes shape. Training and documentation so the team is ready to use it.
Go-live and rollout. The CRM is in use and the team has switched. Support and tweaks so the first weeks go smoothly.
Documentation, handover, and optional ongoing maintenance and new features. The CRM evolves with how you sell and support.
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