Which CRMs do you work with?

Common options include Zoho, HubSpot and custom-built CRMs. We recommend based on your needs and budget.

Can you build a custom CRM?

Yes, when your process is unusual enough that an off-the-shelf CRM would get in the way.

Build & Technology

CRM Solutions

A well-configured CRM gives your team one place to track leads, customers and follow-ups. We select, set up and connect CRMs around the way your team actually sells.

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What's included

Every engagement is scoped to your needs. Typical work includes:

CRM selection & setup
Choosing the right platform and configuring pipelines.
Data migration
Cleaning and importing existing contacts and deals.
Automation
Lead assignment, reminders, follow-up emails and WhatsApp messages.
Integrations & training
Connecting forms, ads and messaging — then training your team.

A good fit if you are…

Teams tracking leads in spreadsheets or chat
Businesses losing track of follow-ups
Companies with disconnected sales and marketing tools

Typical deliverables

Configured CRM
Pipeline & automation setup
Integration documentation
Team training session

Process

How we'll work together

Step 1
Scope
Workshops to agree goals, features, users and constraints — documented before any build starts.
Step 2
Design
Wireframes and interface designs you review and sign off.
Step 3
Build & test
Development in milestones with a staging link so you can see progress.
Step 4
Launch & support
Deployment, handover, training and an agreed support window.

FAQ

CRM Solutions questions

Which CRMs do you work with?: Common options include Zoho, HubSpot and custom-built CRMs. We recommend based on your needs and budget.
Can you build a custom CRM?: Yes, when your process is unusual enough that an off-the-shelf CRM would get in the way.