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Service

CRM systems

One record of every customer and every deal, shaped around the way your company already works with them.

Illustration of a customer pipeline: four stages, blank deal cards and an activity strip. It is a drawing, not a screenshot of a client project.

The manual work it takes off your team

  • Customer details live in a spreadsheet, a mailbox and someone’s phone.
  • The same order is typed into one system and then into the next.
  • Where a deal stands is something you have to ask a person.

What we analyse first

  • the steps a customer already goes through with you
  • which tool each of those steps is recorded in, and what is typed twice
  • the structure and the requirements the system has to fit

What you get

  • one record per customer, entered once
  • the stages of your own process, not a template’s
  • the history of a deal readable without asking anyone
  • the tools around it connected rather than re-keyed

Start here

Tell us what your team does by hand

We reply, ask about your process, and propose where to start.

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