A CRM that follows your sales process, not a template's.
Generic CRMs come with stages and fields that were designed for someone else. We build one around how your team finds, follows and wins customers.
A pipeline that keeps its own score.
Every lead has an owner and a next step. Stages, follow-ups and reports update as your team works, so nobody builds a sales report by hand.
Live demo: add a lead and watch it moveSound familiar?
- Sales teams tracking leads in spreadsheets, inboxes and memory
- Companies that pay for a CRM their team avoids using
- Managers who spend hours each week building sales reports by hand
What changes for your team.
No lost follow-ups
Every lead has an owner and a next step, and the system reminds people before it slips.
The full customer story
Calls, emails, quotes and orders in one timeline per customer.
Reports without asking
Pipeline, conversion and forecast reports update themselves.
Built from the parts you need.
Every system is different. These are the pieces we build most often.
- Leads and pipeline
- Contacts and companies
- Activities and reminders
- Quotes and proposals
- Email and phone integration
- Reports and forecasts
- Roles and permissions
From the first dot to the full stop.
- A pipeline that mirrors your real sales stages
- Your existing contacts and history imported
- Integrations with email, phone and accounting
- Ongoing improvements as your sales process changes
Custom CRM: common questions.
Straight answers before you fill in the form. If yours isn't here, ask us below.
Yes. We import contacts, companies and history from spreadsheets or your current tool.
Yes. Your team can update deals and log calls from any phone.
Yes. Quotes and orders can flow straight into your ERP, especially if we build both.
Every project starts with a dot.
Fill in the blanks. We reply within one business day.