Solution
A CRM that matches your process
Most CRM systems make you work their way. This is the opposite: you describe how you sell and get a system that follows it — with the fields, stages and reports you actually use.
The problem today
Customers live in the salesperson’s head, in a spreadsheet and in their inbox. When that person goes on holiday or leaves, the history leaves with them. Off-the-shelf CRMs, meanwhile, charge per user per month and are paid for whole even when you use a fifth of them.
What you get
One register of customers and deals that the whole team sees according to role, plus the automatic parts nobody gets around to otherwise.
- Contacts and companies with registration numbers, contact people and all correspondence.
- Deals by stage — your stages, not somebody else’s methodology.
- Automatic summaries of long threads, so a new colleague need not read 40 emails.
- Reminders for deals that have gone quiet.
- Reports in plain language: ask which deals stalled this month and get the list.
When it makes sense
If you are between three and fifty people and selling involves conversations, quotes and follow-ups. Below three people a notebook still works. Above a hundred you probably have a system already and the question is a different one.
Frequently asked questions
Can we bring across our current spreadsheet?
Yes. A table of contacts or deals is imported as it is — you are not asked to rearrange it to fit a template first.
How long does it take to roll out?
A first working version is a matter of days, not months. The slow part of a CRM is never the software — it is the team getting used to filling it in.
What happens to our data if we stop?
You export it. The customer base is yours and comes out as a table at any time.
Describe how you sell
Register and describe your process. If what you get does not work for you, you have spent nothing.