CRM

A CRM your teams will actually want to use.

Customer records, sales pipeline, automatic follow-ups, quotes: we set up or build the CRM that fits the way you sell, and we connect it to your other tools.

Custom-built or adaptedConnected to your toolsYour data carried over
What we deliver

Your customers and your sales, in one place at last.

Complete customer records

Contacts, interactions, documents and history together on a single record.

Sales pipeline

Every opportunity follows your sales stages, with follow-ups that go out on their own.

Integrations

Email, calendar, website, ERP and invoicing connected to the CRM, with no double entry.

Data migration

Your files and old tools imported cleanly, with nothing lost.

Example result

Every lead followed up, from first contact to signature.

A customer record that is always up to date, and follow-ups that go out on their own: your sales team knows where every deal stands, without entering anything twice. Hover over or tap a step to see what it does.

Your CRM · Customer record and automationSample data
Claire Morgan
Purchasing manager · Transport company
Source: websiteManaged by Julie R.
Pipeline stage
  1. Lead
  2. Qualified
  3. Proposal
  4. Won
Deal value
To be estimatedTo be estimatedTo be estimated€12,800 excl. VAT€12,800 excl. VAT
Next step
Send the welcome emailFollow up in 3 daysPrepare the quoteFollow up on the quote in 5 daysStart the project
Activity
  1. Record created from the website formMon 09:14
  2. Welcome email sent and openedMon 09:15
  3. Follow-up sent, quote request receivedThu 09:15
  4. Quote D-0214 sent for signatureThu 15:42
  5. Quote signed, deal wonTue 11:05
Workflow · New leadActive
  1. As soon as a visitor fills in your form, their record is created automatically.
  2. An email addressed to them by name goes out straight away, introducing your services.
  3. With no reply, the CRM follows up at the right moment: nobody has to remember.
  4. The quote fills itself in from the customer record and goes out for online signature.
  5. The deal moves to “Won” and the project team is notified at once.

How we work

A CRM adopted from day one.

1

Map your sales process

Your stages, your documents, your metrics: we start from the way you sell.

2

Choose the right foundation

An off-the-shelf CRM adapted to you, or a custom CRM if your needs justify it.

3

Configure and connect

Fields, automations and integrations with your existing tools.

4

Train and support

Your teams are trained, and we fine-tune things over the first few weeks.

Examples of what we build
Sales pipelineQuote trackingAutomatic follow-upsAfter-sales servicePartner portalLoyalty programmes
An example
Real project · Legal, Sydney

A custom CRM/ERP for a law firm

Case files, clients and documents brought together in a single secure tool, used by more than 100 people.

Read the case study
−40%
processing time
Frequently asked questions

CRM

If your sales follow a standard process, a well-configured off-the-shelf CRM is often enough. If your business has its own particular rules, a custom CRM saves you from working around the tool. We’ll give you honest advice during the audit.

Yes. We import your Excel files and the data from your old tools, after cleaning them up and removing duplicates.

Yes: customers, quotes, orders and invoices can flow automatically between the two systems.

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