Leads arrive from several places and some get lost
We connect website forms, messengers and calls to one CRM. Every lead gets a record and an owner.
A CRM sales pipeline where no lead slips through
We map your sales process into stages, add message templates and build reports. Your reps see who to contact today, and you see where deals stall. It connects the website that brings leads to the automation that takes over routine work.
Quote and schedule after your brief
Who it's for
- Founders whose leads live in chats, spreadsheets and a salesperson's memory
- Sales teams that can't see where deals get stuck
- Businesses running ads that want to see which leads reach payment
- Teams moving from spreadsheets or switching CRM
Problems we solve
We don't know where deals stall
We build stages around your real process, from first contact to payment, and add loss reasons so you can see where customers drop off.
Reps write differently every time and forget follow-ups
We prepare email and message templates for each stage, plus automatic follow-up tasks.
Reporting means manual Excel work
We set up a dashboard with leads by source, stage conversion, open deal value and results per rep.
What's included
- Process discovery: interviews with the owner and reps
- Pipeline stage map with exit criteria for each stage
- Deal fields: source, budget, need, loss reason
- Website form and messenger connections to the CRM
- Email and message templates per stage
- Automatic tasks and reminders for reps
- Import of existing contacts from spreadsheets (up to 2,000 records)
- Dashboard and reports: lead sources, conversion, pipeline value
- Roles and permissions for the team
- Short rep training and a written guide
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
Basic Pipeline
One sales line and 1-3 reps
- One pipeline, up to 7 stages
- Website form connection
- 5 message templates
- Basic stage report
02
Pipeline with Automation
Businesses handling leads from ads and messengers
- One or two pipelines
- Website, messenger and ad connections
- Auto tasks and reminders
- Dashboard with lead sources and conversion
03
Full CRM Setup
Teams of 5+ reps with a complex process
- Multiple pipelines and roles
- Data migration from spreadsheets or another CRM
- Payment or accounting integration
- Team training and a pilot with a KPI
How we work
Brief and requirements
You describe the task and current workflow. We clarify requirements, choose a first stage and prepare a quote.
Pipeline design
We draw the stages, fields and transition rules. You approve them before we build anything.
Setup and integrations
We build the pipeline in the CRM, connect your website and messengers, and add templates and automatic tasks.
Pilot with a KPI
For two weeks we run on real leads. We agree on one measurable metric, such as first-response time.
Handover and training
We show the team how to work in it. All accounts and access are already yours.
Scope and limits
- We don't promise more sales: a CRM shows the process but doesn't replace a strong offer and good reps
- We don't invent your process: if you don't have one, we define it with you first
- We don't migrate very messy databases without cleanup, which may cost extra
FAQ
Which CRM do you use?
We choose by task and budget: HubSpot, Pipedrive, Zoho or others. You pay the CRM licence directly, and the account is yours under the agreed terms.
How many stages should a pipeline have?
Usually 5-7. Fewer won't show where deals stall. More and reps stop filling them in. We set the exact number from your process.
What do you need from me?
A description of how selling works now, access to your website and lead channels, and your existing customer list. Also time for two or three conversations with your reps.
Can you add an AI agent?
Yes. An AI agent or chatbot can collect contact details and pass them into the CRM pipeline once it's built. It's a separate service, added after the pipeline is running.
How do payments and data ownership work?
Payment terms are agreed with the quote before work starts. For a staged project, we describe the result and acceptance criteria for each stage. Support and third-party services are listed separately.
Can you set up only reports for an existing CRM?
Yes. We review your stages, fix the structure and build a dashboard. This starts around and we confirm after a short audit.
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.