Project 07 / 07
A custom CRM for an enterprise sales team: pipelines, contacts, tasks and reporting, designed around the way they actually sell.
Off-the-shelf CRMs forced the team into someone else’s process. Deals lived in spreadsheets, follow-ups lived in inboxes, and nobody trusted the forecast.
Map the real sales process first, then build the CRM around it: custom stages and fields, one record per deal, and the busywork automated.
(01) — Custom CRM
Every company sells differently. We design and build the CRM around your stages, your records and your team, then automate the work in between.
What we can build in
(02) — Built to your requirements
01
Fields, columns and filters come from how your company works, not from a template. Every team sees exactly the data it needs.
02
We build the board around your own stages and rules, the way your company really closes deals, and change it as you grow.
03
Tasks, meetings, messages, files and reports live in the same system, so the whole team runs its day from one place.
(03) — The system
(Highlights)