CRM System
The pipeline is optimistic because nobody maintains it
Off-the-shelf CRMs fail for a predictable reason: they ask salespeople to do admin that benefits management. Fields go unfilled, stages stop meaning anything, and the forecast becomes a story told at the monthly meeting. What is missing is not discipline, it is a system that gives the person entering the data something back.
- Deal history living in individual inboxes
- Pipeline stages that mean different things to different reps
- Quotes rebuilt from scratch each time
- No reliable view of why deals are lost
- A forecast nobody plans against
Core modules
Contact and account management
A full relationship history per account — every interaction, document and deal — that survives a rep leaving.
Pipeline and opportunity tracking
Stages defined to match how you actually sell, with the entry criteria written down so a stage means the same thing to everyone.
Quotes and proposals
Quotes generated from your product catalogue and pricing rules, with approval routing for discounts beyond a threshold.
Invoicing and payment tracking
Convert a won deal into an invoice without re-keying, and track what has been paid against it.
Activity and communication logging
Calls, meetings and email captured against the account automatically where possible, rather than relying on someone to remember.
Task and follow-up management
Follow-ups scheduled and surfaced when due, so opportunities do not go cold through inattention.
Reporting and forecasting
Conversion rates by stage, win-loss analysis, rep performance and a forecast built from data rather than sentiment.
Document management
Contracts, proposals and correspondence filed against the account and findable later.
What changes after launch
Full
Pipeline visibilityFewer
Opportunities lost to silence8-12 wks
Typical deliveryZero
Per-seat licence feesBuilt for
- B2B businesses with long, multi-touch sales cycles
- Service firms managing accounts as well as deals
- Distributors with account-specific pricing
- Companies whose process does not fit a standard CRM
- Teams paying heavily for seats they under-use
Connects to
- Email and calendar
- ERP and accounting systems
- E-commerce platforms
- Payment gateways
- Marketing and campaign tools
- Support and ticketing systems
How we deliver it
Eight to twelve weeks, with the sales team involved from the first week.
Book a CallBook a Call- Weeks 1-2
Sales process discovery
We sit with the people selling, not just the people reporting. The stages, the rules and the admin they will tolerate all come out of that.
- Week 3
Design
Screens designed to make the rep's job faster, because a CRM that costs them time will not be maintained.
- Weeks 4-8
Build
Pipeline, quoting and reporting built against your process, with automation removing the data entry that can be inferred.
- Weeks 9-10
Integrate and migrate
Email, ERP and accounting connections, then migration of your existing contact and deal history.
- Weeks 11-12
Launch
Training by role and a rollout that starts with one team so the rest adopt something already proven.
Frequently asked
For a standard sales motion, use one. Custom earns its cost when your process has structural quirks — account-specific pricing, multi-party deals, regulated approvals — that would otherwise mean paying for a platform and then paying again to bend it.
By reducing what they have to type. Email and calendar activity is captured automatically, quotes are generated rather than assembled, and the screens are designed around the rep's day. Data quality is a design outcome, not a policy problem.
Yes. Contacts, accounts, open opportunities and historical activity are migrated. We agree what history is worth carrying rather than moving everything by default.
Hosting and support only. There are no per-seat licences, which is usually where the case for building becomes clear once a team passes a few dozen users.
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Tell us what you are trying to fix
A short call is usually enough to establish whether this is the right answer for your operation, and what it would take. No obligation and no pitch deck.
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