CRM & sales automation

A CRM should help you sell, not become one more place to type data into.

We work with small sales teams and set up the CRM around the real way the team works, not the other way round.

CRM implementation and clean-up

From a clean structure to fields that are actually used. No dozens of mandatory boxes nobody fills in.

Stages that reflect how decisions are really made, with clear criteria for moving between them.

Enquiries are assigned to the responsible salesperson automatically, by rules.

Every contact has a next planned action — the system creates it.

Prepared templates and automated reminders so no contact is forgotten.

Visibility into what is happening in sales, without collecting spreadsheets every week.

Calls, proposals and agreements in one place, available to the whole team.

The CRM is connected to the website, email and the other systems in use.

Before

After

We look at how an enquiry travels today, from first contact to sale.

We organise the CRM structure and automate the repetitive steps.

We show the team how to work with the system and hand over access.

Will we have to change the systems we use?

Not necessarily. We first look at what can be fixed with the tools you already have, and suggest changing only what genuinely gets in the way.

Who owns the CRM and the data?

You do. Accounts and data are registered in your name, and access is handed over when the work ends.

Will the team know how to use it?

We walk through and explain every step in the team's language, without technical jargon.

How long does a project take?

It depends on the scope of the process. The process and stages are agreed before work begins.

Tell us briefly what you want to build or automate. We'll get in touch and discuss the most suitable solution.