Services CRM

One place to know what's happening with every client.

We centralise clients, conversations, opportunities and processes in a CRM your team actually uses, because it updates itself almost entirely.

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The starting point

What usually happens today.

The real status of each deal lives in someone's head
Nobody updates the CRM because it costs more than it gives back
Client information is spread across five different places
Nobody looks at the reports because they don't reflect reality

The solution

What the system does.

It updates itself

Conversations, emails and status changes enter the CRM without anyone having to type them in.

A pipeline that makes sense

Clear stages, defined criteria for moving forward and a visible next step on every opportunity.

Data you can trust

No duplicates or half-filled records. When the CRM reflects reality, the team starts using it.

The journey

How it works, step by step.

Diagnosis

We review what information you handle today and where it is spread

Structure

We define stages, fields and criteria that reflect how you actually sell

Migration

Existing information is moved and cleaned, with no duplicates

Connection

The CRM ends up linked to your current channels and tools

The deliverable

What's included.

Pipeline designed around your real process
Automatic logging of conversations and emails
Cleanup and deduplication of your current database
Useful fields and tags, not decorative ones
Alerts for stalled opportunities
Reports that reflect what is actually happening

Common questions

Frequently asked questions.

Do I have to change CRM?

Almost never. We work with the one you already use whenever that's reasonable. We only propose changing it when the CRM itself is what's blocking progress.

What if I currently work with spreadsheets?

That's a perfectly valid starting point. We structure what you already have and migrate it without losing history.

Will my team have to learn something new?

As little as possible. The idea is exactly the opposite: that they have fewer things to do by hand than they do now.

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Other related services.

Sales

Does your CRM tell you the truth?

If the honest answer is “more or less”, it's worth reviewing before automating anything on top of it.

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