A clear pipeline
Configured stages with entry and exit criteria, required fields and access permissions.
CRM / Sales / Automation
CRM built around the way you sell
We help you choose and configure a CRM for your business, from the first enquiry to a clear pipeline, team tasks and useful reporting.
Discuss your CRM projectImplementation · Integrations · Support
01 / CRM
Every lead has a next step
More than moving contacts into a system: agree how your team manages customers and who is accountable at each stage.
01New enquiry
Sample enquiry 01
- Owner
- Sales manager
- Next action
- Assign an owner
02Needs confirmed
Sample enquiry 02
- Owner
- Sales manager
- Next action
- Arrange a consultation
03Proposal
Sample enquiry 03
- Owner
- Sales manager
- Next action
- Agree the terms
04Deal
Sample enquiry 04
- Owner
- Sales manager
- Next action
- Hand over to delivery
Illustrative workflow, not client data
What you take away
A shared customer database
Contacts and interaction history in an agreed structure, with import and duplicate-handling rules.
Tested workflows
Reminders and automated actions tested against agreed business scenarios.
Tools your team can use
Management reports and practical instructions that help employees work independently.
02 / Your situation
Start from where your business is today
A new system is not always the answer. We choose a starting point based on how your sales operation works today.
No CRM yet
Customer information lives in spreadsheets, messages and people’s heads. We start by mapping your sales process and defining requirements, rather than moving the same problems into a new tool.
Discuss your CRM project ↗Your CRM is not helping
Records are incomplete, people work around the system and reports are hard to trust. We identify what to keep, simplify or fix before considering a migration.
Discuss your CRM project ↗Licences and third-party services are charged separately unless agreed otherwise.
03 / AI & integrations
AI and integrations for everyday work.
Connect your CRM to the tools you use and introduce AI where it can reduce manual work. Start with a specific task and test the workflow against your examples.
Make sense of an enquiry
AI suggests a request category and a conversation summary. A team member checks the result before it is saved in the CRM.
Draft a response
Prepare an email or reply using an approved knowledge base and the deal context. A team member reviews and sends it.
Connect your business tools
Move agreed data between your CRM, forms, documents and accounting tools, with checks for sync failures.
These are possible workflows, not built-in features of every CRM. Before launch, we agree data access, AI limitations and which actions require human approval.
- Website & forms
- Messengers
CRMCustomer record
- Conversation history
- Files & documents
- Sync status
Illustrative connections. Integration availability and implementation depend on the selected platform, plan and region.
04 / Implementation
How we run the project
- 01
Understand
Discuss the problem, constraints and expected outcome.
- 02
Agree the scope
Confirm deliverables, fees, timing and acceptance criteria.
- 03
Review progress
Demonstrate the setup in progress and collect your feedback.
- 04
Test and launch
Run through working scenarios together, train the team and hand over instructions.
- 05
Arrange support
Agree how to request help and the terms of post-launch support.
Before we start
What should we prepare for the first call?
Tell us how enquiries arrive, who handles them and where things get difficult. If you already use a CRM, describe what is not working. System access is not needed for this first discussion.
How much does implementation cost?
Scope and timing depend on processes, users, data migration and integrations. We agree the deliverables and fees before work starts.
Can we start with a consultation?
Yes. Describe your situation in the form. We can help identify whether you need a new system, improvements to your current CRM or a process change.
Let’s talk
Let’s discuss your CRM
Tell us what you’d like to improve. We’ll get in touch to clarify the details and arrange a convenient time to talk.