Reps don't fill in the CRM, so nobody trusts the data
We cut deal cards down to the fields that matter, make only key fields required and add automatic reminders. Filling it in becomes faster than skipping it.
A CRM your team actually uses, and sales reports without manual work
We take over your CRM on a monthly plan. We clean the data, set up the pipeline, automate routine steps and send a weekly sales report. You see where leads leak, and your reps stop re-typing the same information.
Quote and schedule after your brief
Who it's for
- Founders whose CRM exists but whose reps don't maintain it
- Sales teams still tracking deals in spreadsheets
- Companies running ads that can't tell which leads turned into revenue
- Teams with several tools (website, chat, email) where leads fall between them
Problems we solve
Leads from the website, chat and ads are scattered across tools
We connect every source to one CRM through native integrations, Zapier or Make. Each lead lands in the pipeline tagged with its source.
Reports are built by hand once a month and arrive too late
We build a dashboard in the CRM or in Looker Studio and send a short weekly summary: new leads, stage conversion, lost deals with reasons.
Nobody knows why deals are lost
We add a required loss-reason field and pipeline stages that match your real process. After a month or two the report shows where prospects drop off.
What's included
- CRM audit: fields, pipelines, duplicates, user permissions
- Pipeline build or rebuild around your sales process
- Data import and cleanup: merging duplicates, standardising fields
- Integrations with your website, forms, messengers, email and telephony
- Automations: lead routing, tasks, reminders, email templates
- Roles and access rights for reps and managers
- Dashboard and weekly sales report
- Rep training and short how-to guides
- Monthly support: new fields, fixes, pipeline changes
- Backups and data export to your own storage
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 teams that have a CRM but use only a fraction of it
- Audit and data cleanup
- One sales pipeline
- Integration with your website and one messenger
- Basic weekly report
02
Growth
Sales teams of 3–10 reps running paid ads
- Up to 3 pipelines and access roles
- Integrations with ads, website, email and telephony
- Lead routing and task automations
- Dashboard with conversion by stage and source
- Rep training
03
Full RevOps
Companies with a complex sales process and several teams
- Process redesign from lead to payment
- Integration with accounting or billing
- AI agent for first-pass lead qualification
- Sales forecast and extended reports
- Priority support
How we work
Brief and requirements
You describe the task and current workflow. We clarify requirements, choose a first stage and prepare a quote.
Pilot with a KPI
We take one pipeline and agree on a measurable goal, such as lead response time or share of completed deal cards. You pay in stages.
Setup and integrations
We build the pipeline, clean the data and connect sources and automations. All accounts and access belong to you under the agreed terms.
Team training
We walk your reps through the new setup and hand over short guides.
Monthly operation
We send a weekly report, make changes and fix breakages. Once a month we review the numbers and next steps.
Scope and limits
- We don't promise more sales: a CRM shows problems, your team does the selling
- We can't make reps use the CRM without management backing: someone has to enforce the habit
- We can't fix a messy database without your input: some records only you can clarify
FAQ
Which CRMs do you work with?
Mainly HubSpot, Pipedrive, Zoho, Bitrix24 and Salesforce Essentials. If you already have a CRM, we work in it. If not, we recommend one for your needs and budget. Licences are paid by you separately.
Why a subscription instead of a one-off project?
A CRM needs ongoing care: new fields, process changes, broken integrations. A monthly plan keeps it in shape. You can stop at any time.
What do you need from me?
Admin access to your CRM, a description of your sales process and one person who can make decisions. A list of tools to connect helps too. We gather the rest during the audit.
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.
Can we start small?
Yes. A pilot on one pipeline with a measurable goal lets you see results before bigger spending. Payment is in stages.
How does this connect to the website and ads?
It's one link in the chain of website, customers and automation. The site and ads bring leads, the CRM keeps them from getting lost, and automation takes over routine work. You see which channels bring revenue, not just clicks.
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.