A CRM your sellers update without being chased
Most CRMs fail for the same reason: they were built for reports, not for the person making the call. We set yours up around the deal, so updating it takes seconds and the forecast reflects reality.
Four problems we see in almost every sales team
Deals in inboxes
Nothing is visible until someone asks, and the answer depends on who you ask.
Forecast that jumps
Stages mean different things to different sellers, so the number moves with the weather.
Quotes built by hand
Every proposal is a fresh document, with prices and terms that drift.
Handoff after signature
Delivery and finance find out late, and the first invoice is always wrong.
The systems that remove them
CRM configuration
Stages, fields, permissions and automation built around your real deal flow, not a template.
- Stage exit criteria
- Duplicate prevention
- Activity capture
Quoting and proposals
Templates with products, pricing rules and approval, so a quote takes minutes and finance can trust it.
- Product catalogue
- Discount approval
- Signature and PDF
Follow up automation
Reminders and sequences that keep deals moving without a seller remembering.
- Task automation
- Email sequences
- Stalled deal alerts
Handoff and billing
Signed deals create the project, the invoice and the onboarding tasks automatically.
- Project and task creation
- Invoice draft in finance
- Customer record sync
Your stack, or a short recommendation
We configure what you already own where it does the job. If something is missing, we shortlist two or three options with prices and trade-offs, and you choose.
- Salesforce
- HubSpot
- Pipedrive
- Zoho CRM
- Microsoft Dynamics 365
- Stripe
- QuickBooks
- Xero
- Slack
- Gong
- DocuSign
- PandaDoc
Names are trademarks of their owners, listed to describe the tools we work with.
Written scope
Every configuration has a written list of what is included and what is not, agreed before work starts.
Live in weeks
Most systems are live in two to six weeks, with your team trained before handover.
Support after launch
Monthly support with an agreed allowance for changes, reporting and fixes.
Connected to the rest
Each system is set up with the handoffs to the next team in mind, not as an island.
Ways to start
Sales CRM implementation
$9,500 fixed price$8,550 until Dec 31
Three to four weeks to set up a CRM your sales team will actually update, with clean stages, quoting, follow up automation and a handoff to delivery.
Revenue systems bundle
$15,900 fixed priceSave $1,100$14,310 until Dec 31
CRM and marketing automation built together, so every lead has a source, an owner and a report that ties campaigns to closed revenue.
Marketing automation build
$7,500 fixed price$6,750 until Dec 31
Two to three weeks to set up campaigns, forms, lead scoring and reporting that connect to sales, with deliverability checked before the first send.
Questions about sales systems
Our sellers will not use it. What changes?
The form gets shorter, the mobile view works and the update takes under a minute. If a field is not used for a decision, we remove it.
Can you clean our current data?
Yes. We deduplicate, fix owners and close dead deals during migration, with a review before anything is deleted.
Do you set up commission tracking?
Basic commission reporting is configured when your rules are written down. Complex plans are handled with your finance team.
Should we add AI to sales?
After the data is clean. A sales assistant is useful once stages and notes are consistent, which is usually 60 days after launch.
Can it handle multiple currencies and regions?
Yes. Currency, tax and territory rules are configured for cross border selling.
Fix the sales bottleneck
Tell us what your team does by hand today and how many hours it takes. We will come back with a fixed scope and price.