Your pipeline, not one from a manual
The stages are the ones a sale actually goes through at your place: enquiry, visit, quote, contract. We set them after watching how you work.
Sales
A CRM where no
enquiry gets lost
A CRM built around the way you sell, not the way a vendor in another country thinks you should. Enquiries come in, they do not disappear, and you can see where each one stands.
What it includes
No enquiry lost
Website form, email, phone, WhatsApp — they all land in one place, with the time and the person who took them.
Follow-up that happens by itself
The application reminds you to call, not your memory. A quote with no reply does not sit in silence for three weeks.
Quotes from the same data
The quote is generated from the client record, with your prices, and goes out by email in one click. You can see when it was opened.
Full history per client
Who spoke, when, what was promised. When someone leaves the team, the relationship stays with the company.
Reports you can actually read
How many enquiries came in, how many converted, how long a sale takes, who brings in what. Without anyone rebuilding it in a spreadsheet.
How it works
How you sell today
We sit down with the sales people and map the real journey of an enquiry, including where it gets lost.
A first usable stage
The pipeline, the client record and follow-up. You put them in your team's hands and work with them.
Integrations
Phone system, email, invoicing, website. Added one at a time, once the core is working.
Handover and training
A session with the team plus documentation. A CRM nobody uses is money thrown away.
What it costs
Quoted per project, once we understand how you sell. The first stage has a fixed price, and you decide whether we carry on.
Request a free assessmentWhat drives the price
- How many stages your sales process has and how many roles touch it
- Whether quoting with prices and configurations is included
- Integrations: phone system, email, invoicing, online store
- How much data comes across from the old system
- Whether the field team needs a mobile app as well
Frequently asked questions
Why not an off-the-shelf CRM?
If one off the shelf fits you, we will say so and help you set it up — it is cheaper for you. Custom makes sense when your process differs from everyone else's, or when per-user subscriptions end up costing more than building your own.
My team will not fill anything in. What then?
That is exactly why we start from what they already do. A CRM that asks for ten extra fields on every call does not get used. Most of the data fills itself in, from email and the phone system.
Does the data stay ours?
Yes. The code and the database are yours, and a full export is a feature, not a favour.
Let us see if we are a fit
A 30-minute conversation, no strings attached. If it is not our line of work, we will say so and point you to someone else.
Get a quote