The problem this solves
A CRM that does not match the way a team sells gets bypassed. Deals live in inboxes, forecasts are assembled by hand, and the system of record is whatever the sales lead remembers. Modernizing means either reshaping the existing platform around the real process or moving to one that can be shaped.
What happens
- Map. We sit with the people who sell and serve and document the stages, handoffs, and data that actually matter.
- Decide. Reconfigure the platform you have, move to another, or build a purpose-built CRM. We give you the comparison in writing.
- Migrate. Records are cleaned, de-duplicated, and moved with history intact.
- Build and integrate. Pipeline, activities, reporting, and the integrations that stop double entry.
- Run. Training, a hypercare period, and a handover document.
What it costs
Fixed price for the mapped scope, agreed after the mapping step. The mapping step itself is a fixed two-week engagement you can stop after.