Off-the-shelf CRMs cover about 70% of what your sales team needs. We close the remaining 30% — the unique processes that push reps back into spreadsheets — with custom development or deep HubSpot/Salesforce configuration.
Free process audit · Reply within 2 hours
65%
of a rep's day goes to admin work instead of actual selling
29%
average sales productivity lift after CRM automation
You bought a CRM, built the pipelines, trained the team. Three months later half your data lives in Excel, and the other half lives in your reps' heads. Sound familiar?
Reps fill in the bare minimum and run the real work in chats, spreadsheets and sticky notes. The CRM turns into a formality for reports.
Copying data from emails into the CRM, from the CRM into NetSuite, from NetSuite into a spreadsheet for the director. Every hour of manual work means errors and lost time.
Leadership can't see the pipeline in real time. Marketing doesn't know which leads convert. Sales can't see the support history.
Every module we build or configure earns its place through hours saved and deals closed — not feature checklists. We match each capability to the bottleneck it removes from your sales process.
Every enquiry — website form, phone call, Telegram message — lands in one pipeline and reaches the right rep automatically. Routing by region, product line or workload means no lead waits for a manual hand-off.
Deal stages that mirror how your team actually sells, with required fields and stage-exit rules that keep data honest.
Orders, contacts and invoices flow between your site, CRM and NetSuite with no manual copying.
Contracts, invoices and quotes generated from templates with auto-filled client details. One click instead of 20 minutes of copy-paste.
Calls, WhatsApp and Telegram conversations logged against the right deal automatically, with recordings attached.
We move your history from spreadsheets and legacy systems with deduplication, field mapping and validation rules. Clean data on day one means the team trusts the CRM instead of keeping shadow copies in Excel.
Real-time pipeline, conversion by stage and target vs. actual per rep — plus alerts when a deal stalls past its expected timeframe for action.
Concrete commitments we honour on every single project.
The price in the contract never grows mid-project
We fix defects for a year after launch
Full code and files handed over — zero lock-in
Revisions within the agreed scope at no extra cost
We sign an NDA — your data stays protected
Post-launch technical support included
Pay per delivered stage — a stage not delivered as agreed is refunded
Not "switch it on and hope". A systematic approach: audit → configuration → training → support.
Interviews with reps and leadership. A map of your current processes. Where time is lost, where data is duplicated.
3–5 business days
A comparison of 3+ options with 3-year TCO. A spec with pipelines, automations, integrations and dashboards.
5–7 business days
Pipelines, automations, integrations with your website/NetSuite/telephony. Data migration from your old system.
10–20 business days
Personal training for every user. Video guides. 3 months of support included.
3 months of support
The real value of a CRM isn't a pretty interface — it's the hours of manual work it takes off your plate.
A new website lead, a call, a Telegram message — automatically lands with the right rep. By region, product type or workload. No manual hand-offs by a manager.
Automatic reminders: "Client hasn't replied in 3 days — call back". Follow-up email sequences. Escalation to a manager when a deal stalls longer than the expected timeframe.
Contracts, invoices and quotes generated from templates with auto-filled details. One click for the rep instead of 20 minutes of copy-paste in Word.
A leadership dashboard: sales pipeline, conversion at every stage, average deal size, target vs. actual by rep. In real time, without waiting for "the marketing summary".
Honest answers about how we work, what it costs, and what you can expect
We work with ready CRMs and build custom solutions on a proven stack.
Deep customization of platforms: business processes, widgets, REST API integrations, reports. Everything beyond the basic settings.
When ready platforms don't fit. Full control over logic, data and interface. No recurring license fees.
Connecting the CRM with your website, NetSuite, ERP, telephony and messengers. A single data bus with no manual copying between systems.
Real-time dashboards: pipeline, conversion, target vs. actual, RFM analysis. Automated report delivery to leadership.
The biggest risk in a CRM rollout is "the team won't use it". We remove that risk with guarantees.
Personal training for every user. Video guides for new hires. Checklists for every role.
Tuning after real-world use. New automations as you grow. Answers to your questions within 4 hours.
A free audit of your current business processes. If we decide you don't need a CRM, we'll tell you honestly and suggest an alternative.
Tools that work alongside your CRM — lead generation, customer analytics, communication automation.
Meridian Build Supply — B2B Distribution
We replaced a spreadsheet-driven sales process with a fully configured HubSpot instance: automated lead routing across three regional teams, quote generation from templates, and two-way sync with their ERP. Manual data entry dropped from 2.5 hours to under 20 minutes per rep per day, and pipeline forecasts finally matched reality.
View case study →NovaCare Clinics — Healthcare
We built a custom CRM for a clinic network where patient enquiries from the website, phone and messengers land in a single pipeline with automated follow-up reminders and a leadership dashboard. Missed follow-ups fell by 71% in the first quarter after launch, and booking conversion grew steadily month over month.
View case study →Tell us what's not working in your current system and we'll propose a solution: a custom CRM, configuring a ready one, or integration. Free process audit.
Complimentary process audit · No obligation · Reply within 2 hours
Real feedback from the companies we have worked with
5.0
Quality
4.8
Communication
4.8
Timeliness
5.0
Value
They started by mapping how our sales team actually works — including the workarounds everyone hides from consultants. The CRM they configured mirrors that reality, so nobody had to relearn their job. Leads from every channel land in one pipeline with an owner assigned; the Friday argument about whose lead this is has ended.
Victor Hollande
Operations Director, Meridian Auto Group
Twice we rolled out an off-the-shelf CRM, and twice the team quietly drifted back to spreadsheets within a quarter. This time the renewal workflow was built into the system exactly as we run it, and adoption held — six months in, reps enter data without being chased. I never thought I would write that sentence.
Sunita Rao
Head of Sales, Clearpath Insurance
Quote to order used to mean retyping everything twice. That is gone, and with it a chunk of our sales cycle.
Patrick Nunes
COO, Vessel B2B Supply
The discovery phase was the most thorough I have seen — they interviewed every team that touches the CRM, including support, before proposing a single automation. The booking follow-ups now run end to end without our involvement, and management finally sees the pipeline without asking me to build reports. Why four stars and not five: mid-project, updates went quiet for a stretch and I had to ask for status twice. No complaints about the delivered work.
Ingrid Solberg
CRM Manager, Fjordline Travel
Every inquiry now lands in the CRM with source, budget, and event date already filled in, and follow-ups fire on schedule instead of on memory. We stopped losing leads in the inbox — for an events business, that single change made the project worthwhile on its own.
Bianca Sutter
Sales Director, Trelliswork Events
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