Service 03
A CRM built around
how you sell.
Big CRM systems are built for everyone, which is why they fit nobody exactly. I build a CRM around your sales process, with exactly the fields and steps you need, so your team actually keeps it up to date.
Talk about your case →The problem
Customer information lives in inboxes, spreadsheets and people's heads. Or there is a CRM, but it is so full of fields nobody needs that the team works around it. Either way, nobody has the full picture when the customer calls.
What you get
- Your process, not a template: stages and fields that match how you actually sell
- Everything in one place: contacts, emails, quotes, calls and notes per customer
- Clear next steps: who needs a call today, which offers are waiting
- Owned by you: your data, your tool, adapted when your process changes
How we work together
- 01
Map how you sell
From first contact to signed order, step by step.
- 02
Design the essentials
Only the fields and views your team really uses.
- 03
Move your data in
Existing lists and contacts imported and cleaned.
- 04
Train and adjust
Your team works with it, I refine what gets in the way.
A good fit if
- Customer details are spread across several tools
- Your current CRM is more of a burden than a help
- You want a clear view of every open deal
Questions
Can you move our existing data?
Yes. Spreadsheets, exports from other CRMs and contact lists can be imported and cleaned up.
Can it connect to our email and calendar?
Usually yes. Which connections make sense depends on your tools; we decide that together in the first call.
What happens when our process changes?
The CRM changes with it. It is built for you, so adding a stage or field is a small change, not a project.
Sounds like your situation? Tell me about it.
Get in touch