Leads come from several channels and some disappear
We connect website forms, email, chat and ad accounts to the CRM. Every enquiry becomes a record with a source and an owner.
A CRM where no lead gets lost
We set up your CRM (the system that stores contacts, deals and conversation history) around how you actually sell. Your website, ads, email and chat feed it automatically. It is the link between the site with its ad traffic and automation: customers arrive, and the system handles the routine.
Quote and schedule after your brief
Who it's for
- Owners whose leads live in inboxes, spreadsheets and chat apps
- Sales teams where deals and call notes are not recorded
- Businesses paying for ads without knowing which ones produce sales
- Companies moving from Excel or an outdated CRM to HubSpot, Pipedrive, Zoho or Salesforce
Problems we solve
The sales team refuses to fill in the CRM
We cut fields down to what matters, add autofill and reminders, and train people on their own live deals.
No one can see where deals get stuck
We build a pipeline with stages matching your process, plus reports on stage conversion, lead sources and rep workload.
Data is scattered across old spreadsheets and tools
We migrate contacts and deals, remove duplicates, and let you review a sample before the full import.
What's included
- Review of your sales process and system choice: HubSpot, Pipedrive, Salesforce or Zoho
- Pipeline, stage, field and permission setup
- Data migration from Excel, Google Sheets or another CRM, with deduplication
- Connection of website forms, email, telephony and messengers
- Link to Google Ads and Meta Ads so each lead shows its source
- Routine automation: owner assignment, reminders, email templates and tasks
- Dashboards and reports on pipeline and reps
- Team training and a short written guide
- Handover of accounts and access to you under the agreed terms
Choose the scope
Use a package to describe what you need. We agree on the quote and schedule after reviewing your brief and requirements.
01
Start
Small sales team of up to 5 people moving off spreadsheets
- One pipeline
- Migration from one file
- Website form and email connection
- Basic reports
- Team training
02
Business
Companies running ads and several lead channels
- Up to two pipelines
- Integrations with Google Ads, Meta Ads, messengers and telephony
- Task and reminder automation
- Dashboards by source and rep
- Migration from another CRM
03
Complex integration
Larger teams, Salesforce, or a CRM linked to accounting and other systems
- Multiple pipelines and roles
- API integrations (programmatic data exchange) with accounting, your site and AI agents
- Complex automation rules
- Custom reports
- KPI pilot before full rollout
How we work
Brief and requirements
You describe the task and current workflow. We clarify requirements, choose a first stage and prepare a quote.
System selection
We compare CRMs against your needs and budget, including licence costs. You decide.
Pilot with a KPI
We agree on the schedule after clarifying scope and dependencies.
Setup and migration
We build the pipeline, move your data and connect channels. Payment is in stages.
Training and launch
We train your reps on their own deals and go live. All access is handed to you.
Post-launch support
We fix issues that appear in daily use and extend automation if needed.
Scope and limits
- We do not promise more sales from a CRM alone: it shows the process, your reps still sell
- We cannot force a team to use the system: it needs backing from a manager
- CRM licences are not in our price: you pay the vendor directly
FAQ
Which CRM should we choose?
For a small sales team, Pipedrive or Zoho usually fits. HubSpot combines marketing and sales well. Salesforce suits larger teams with complex processes. We compare them against your case.
Are CRM licences included?
No. You pay the vendor directly and the account is created in your name. We show an estimated monthly cost before work starts.
Will you migrate our existing data?
Yes, from Excel, Google Sheets or another CRM. We remove duplicates and you check a sample before the full import. We cannot recover data that is missing from the source.
How long does implementation take?
The schedule depends on scope, materials, access and external approvals. After your brief we agree on stages and acceptance criteria. For marketing outcomes, we also agree on how to measure progress: rankings, leads and sales depend on more than the work delivered.
What do you need from us?
A description of how a sale currently happens, access to your website, ads and old data, and one person who makes decisions. Without that person the project drags.
Who owns the accounts and data?
We agree on the handover of code, materials and account access before work starts. Third-party licences and services are listed separately when needed.
Start with your task
Describe your business, the outcome you need and your current workflow. We will clarify the requirements and prepare a quote after your brief.