CRM & Internal Systems
A system isn't bought, it's shaped. We start from how you already work — how a client arrives, who follows up, when a request counts as closed — then build a system that knows every client's state, instead of forcing you into a template.
You need it if…
- 01
Client data is scattered across WhatsApp, spreadsheets and notebooks
- 02
Deals are forgotten because nobody remembers to follow up
- 03
You can't say how many requests came in this month, or where they stalled
- 04
Every employee follows up with clients their own way
A system that knows every client and every request — shaped to how you work, not to a template.
- 01
Your client journey as it runs today
We sit with the people who actually handle clients and map the path from first contact to close.
- 02
Clear sales stages, each with an owner
Stages that match how you work, with a named owner and a known status for every request.
- 03
Migrating existing client data
We move what you have out of sheets and chats into the system, organised, so you don't start from zero.
- 04
Follow-up reminders
Reminders of appointments and follow-ups for the team, so no deal is forgotten.
- 05
Reports management reads directly
Request volume, stages and close rates — on a dashboard read directly.
- 01
Understand
We map the client journey and what each role on the team needs.
- 02
Configure
We set up the stages, fields, permissions and reminders.
- 03
Migrate
We move existing client data across and check it with you.
- 04
Train and support
We train the team and stay with you through the first month.
- A configured, working system
- Existing client data migrated and organised
- Team training on how to use it
- We stay with you through the first month
How we work with you
A system that stops opportunities slipping.
Opportunities that arrive and nobody holds are forgotten. Here we organise what happens after a client gets in touch.
Your way, not a template
The system follows how you work, not the other way round.
Simple enough to be used
A system the team doesn't use is worthless, so we build it with as few steps as possible.
Management sees everything
Every client's and every request's status is visible, without waiting for someone to compile it.
Yes. We move client data out of spreadsheets and chats into the system, organised, and check it with you before the team starts working in it.
No. We set it up with as few steps as possible around how you work, train the team, and stay with you through the first month to adjust whatever needs it.
No. We start from how you work today and build the system on it, suggesting a change only where it directly causes lost clients — and we explain why before making it.
- 03
Web Development
Fast, responsive sites that present your services clearly and turn visitors into clients.
- 06
Digital Marketing
Strategies built on your market's data rather than a guess — with clear goals and metrics.
- 07
Media Buying
Campaigns managed to reach precisely the right audience at the lowest viable cost.