A CRM your team actually updates.
Every company already has a CRM. Most have one that reps fill in on Friday from memory. We build the version that captures the work as it happens — and gives managers answers instead of an export.
- Experienced engineers
- NDA before day one
- You own the code
- Offline field app
Pipeline
This quarterQualified
18 deals
Proposal
11 deals
Won
6 deals
- Call logged automaticallyfrom the dialler, 11:04
- Quote sent for approvaldiscount above 12%
- No contact in 21 days3 accounts flagged
Illustration of the manager view — the real board follows your stages and rules.
Four sales motions, four different CRMs
A six-month enterprise deal and a two-minute telecall need opposite things from the same screen.
Deals that take months and involve a buying committee, where the useful question is never "what stage is it in" but "who hasn't spoken to us in three weeks".
- Accounts and contact roles
- Multi-stage pipelines per product
- Quotes, approvals and renewals
- Next-action prompts, not nags
Six systems behind one customer record
Pipelines get the demo; capture, automation and reporting decide whether anyone trusts the numbers.
Pipeline that fits your sale
Stages, required fields and probabilities defined per product line — not one generic funnel everyone ignores.
- Stage rules and exit criteria
- Per-product pipelines
- Forecast categories
Activity capture
Calls, emails and meetings logged automatically where possible, because the data nobody types is the data you can trust.
- Email and calendar sync
- Call logging from the dialler
- WhatsApp and SMS threads
Automation
Routing, reminders, approvals and handovers that run on rules, so the process survives a busy week.
- Lead routing and SLAs
- Approval chains for discounts
- Task and follow-up automation
Quotes and documents
Price books, discount rules and generated documents that match what finance will eventually invoice.
- Price books and tiers
- Discount approval rules
- Quote and proposal generation
Service and renewals
Tickets, SLAs and renewal dates on the same record as the deal, so nobody asks the customer twice.
- Ticketing with SLA timers
- Renewal and expiry tracking
- Escalation paths
Reporting people trust
Pipeline, activity and conversion views built from captured data, with exports for the analyst who wants to check it.
- Pipeline and forecast views
- Activity and coverage reports
- Raw exports and webhooks
From a form fill to a renewal date
Five stages on one record, so sales, service and finance stop keeping private spreadsheets.
The same record, three teams
CRMs don't fail at launch. They fail in week six.
The pattern is always the same: too many required fields, nothing captured automatically, and a manager view that is slower than a spreadsheet. We design against all three.
Fewer required fields
Every mandatory field is a reason to enter junk. We cut the form to what reporting genuinely needs and derive the rest.
Capture beats typing
Email, calendar and call data should land by themselves. Manual logging is reserved for judgement, not admin.
Mobile is a first-class client
If a field rep can't log a visit in thirty seconds on a phone, the CRM will be updated on Friday from memory — or not at all.
Managers get answers, not exports
Coverage, ageing and next-action views that make the weekly review faster than a spreadsheet, so the data keeps being fed.
Migration, step by step
- 01Export and profile what's in the current system, including the fields nobody admits to using
- 02Agree the record model: accounts, contacts, deals, tickets and the links between them
- 03Deduplicate and map, with a sample reviewed by the people who own the data
- 04Dry-run the migration, compare counts and spot-check records before cutover
- 05Run both systems read-only for a short window, then switch and archive
A CRM is only as good as what feeds it
Mail, calendar, telephony, ads, finance — connected, so the record fills itself.
Communication
- Gmail / Outlook
- Calendar sync
- Cloud telephony
- WhatsApp Business
Marketing
- Ad platforms
- Landing pages
- Email tools
- Webinar platforms
Finance
- Tally / Zoho Books
- ERP sync
- Invoicing
- Payment status
Data
- Imports and dedupe
- Enrichment APIs
- Webhooks
- Warehouse sync
Identity
- SSO
- Role hierarchies
- Territory rules
- Audit logging
Reporting
- Power BI / Looker
- Scheduled email
- Raw exports
- Custom dashboards
The same four steps, every time
So you always know what happens next, what it costs and when you'll see it working.
- 01
Process review
A free 30-minute call with a senior engineer. We walk your actual sale — where leads come from, who touches them, what gets argued about.
- 02
Fixed-scope proposal
Modules, timeline and cost in writing within 5 business days, including what we would leave out of version one.
- 03
Build in the open
Short cycles with a demo every week. Your reps work a real lead to a real quote in the system.
- 04
Launch and look after it
We ship, migrate and stay on — new territories, new products, new reports.
Pick what fits where you are
| How we work | Fixed-scope buildRecommended | Dedicated team | Fix or extend what you have |
|---|---|---|---|
| Best when | The sales process is settled and understood. | Territories, products or motions keep changing. | Reps avoid it, or reporting can't be trusted. |
| You get | Scope, milestones and a fixed price before work starts. | A named team, weekly demos, re-planning each sprint. | A data and process review, a risk list, then fixes in order. |
| In one line | A defined platform with a written scope, timeline and price. | Senior engineers as an extension of your team, month to month. | An existing CRM — custom, Salesforce, Zoho or a spreadsheet that grew — reviewed, then extended or migrated. |
Real clients. Work you can check.
Verified client testimonials will be published after approval from our clients. Until then, here's what we built — and where you can see it live.
No invented reviews or ratings — only clients you can verify.
Questions about CRM projects
Still unsure? Ask us directly — a senior engineer replies within one business day.
Most teams should buy. Custom makes sense when your sale has a structure the product can't model without heavy workarounds, when per-seat licensing stops making sense at your headcount, or when the CRM must sit inside your own product or ERP. We will say so in the review if buying is the better answer.
Tell us which number your team argues about.
A free 30-minute process review with a senior engineer — including an honest answer on whether you should just buy a CRM instead.
