Most CRMs die the same way: bought, filled in for two months, then sales goes back into the phone and the spreadsheet. Not because people are undisciplined, but because the system asks for more than it gives back.
Your pipeline, with your stages
The stages and sub-states are your process, not a template. A disqualified lead does not get mixed in with one lost in competition, because the first says nothing about how well you sell, and the second says everything.
Leads arrive on their own
Website forms, voice agents and campaigns write straight into the CRM, with their source. You see which campaign produced the customer, not just that they appeared from somewhere.
Leads from site, phone and WhatsApp, with no manual entry
Source and campaign preserved on every customer
Notification by email or Slack when something lands
Deduplication, so you do not have the same customer three times
Tied to money, not just contacts
A CRM that does not know what was invoiced and what was collected is an expensive address book. Ours connects to invoicing and shows what is issued, what is paid, and what has fallen behind.
Full history, with undo
Every change is recorded with who made it and can be reversed. When somebody changes an amount or deletes a customer, you see who and when, and fix it in one click.
We bring across what you have
Import from your current CRM, from spreadsheets, or both. We clean duplicates and normalise fields before importing, because a new system full of dirty data gets abandoned as fast as the old one.
How we work, in five steps
1Process Audit
2Solution & Plan
3Execution
4Ownership & Maintenance
5Continuous Optimization
What you get
The CRM, with your process's stages and fields
Automatic lead intake from every channel
Integration with invoicing and your existing stack
Roles and rights across the team
A change history, with undo
Migration of data from the current system
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
Already running
Our own internal CRM, in daily use
Leads, pipeline, contracts, invoicing, finances, tasks, call queues and frozen monthly reports. Built for us, used by us.
Website leads straight into the CRM
Our own site's form writes the customer and the deal into the CRM within seconds, with the campaign they came from. Exactly the flow we install for clients.
Two client CRMs delivered
One for a business selling offline, another across two hospitality venues.
Most often bought by
Professional servicesHospitalityDistributionReal estateRecruitment
Frequently asked
How does the cost compare with a subscription?
A built system is paid for once and maintained. A subscription is paid monthly, per person, indefinitely. Where the line falls depends on team size. We work it out with your numbers before starting.
Can it integrate with local invoicing software?
Yes. Our own internal CRM is connected to invoicing and reads automatically what was issued and what was collected.
How long does it take?
A CRM with pipeline, customers and automatic lead intake is usable in a few weeks. What lengthens a project is the integrations and the data migration, not the interface.
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
] r Q ' + / U k $ i ( z q 8 I } n Z M , ? j Q o ' + / U k $ i )
? j L o ' ~ | U b @ i ) c q 8 ; [ n 0 # - f L a . ~ | Y d @ ! c w :
( z p % I { u Z W , ? j Q o ' + / U k $ i ) z q 8 I } n Z M ! ? j L
X p B l { v m W , ] r Q ' > | X p % I { u Z W , ? j Q o ' + / U k $
_ t C h < | X d B l v m & ; [ x 0 # ^ _ f C a . ~ | Y d @ ! c w &
@ ! ) c w & ; [ x 0 # ^ f C h . < | X d B l v m & ; [ x 0 * ^ _ t C
l v m & ; [ x O # ^ f C h . < | X d B l v m & ; [ x 0 # ^ _ f C a .
Start Putting Your Work on Autopilot.
Leave your details and we'll call within 24 hours, or book a 30-minute call now. We'll map what to automate and own it from there.
Start now
Help us prep the call (optional)
What do you want to automate?
Time lost on repetitive work?
How soon do you want to start?
We reply within 24 hours. No lock-in, no obligation.