Get your scope

CRM

Stop losing leads in spreadsheets.

A CRM set up around how your team actually sells, with your old data moved over and your tools connected.

Get your 48-hour scope See an example timeline
  • Typically about 4 weeks
  • You talk to the builders
  • Weekly working versions
Illustrative example
Where we come in

The projects we see most.

If one of these sounds like you, you're in the right place. If not, tell us anyway.

  • Leads are everywhereInboxes, spreadsheets and WhatsApp, and nobody knows who called whom.
  • A CRM nobody usesIt was set up for someone else's process, so the team works around it.
  • A tool that doesn't fit how you workYour team works around it instead of with it.
What you get

Everything from the first call to launch.

One team handles all of it, so nothing falls between the gaps and you always know who to ask.

  • Process mappingHow your team sells today, and where leads drop.
  • Pipelines, fields and automationsYour stages and your follow-ups.
  • Data migrationYour old records moved over and cleaned up.
  • IntegrationsEmail, calendar, forms and the tools you already use.
  • Team trainingSo it gets used.
Example scope

What your scope looks like.

The format we walk you through on your scope call: every line item and when it happens. These items are an example; yours come from your project.

Scope of work: CRM

Example
Process mapping3 days
Pipelines, fields & automations1.5 weeks
Data migration1 week
Integrations & training1 week
Timeline
4 weeks
Walked through on your scope call
within 2 working days
Get a scope for your project
How we build it

You see it take shape, week by week.

No disappearing for months. Every stage ends with something you can see, click and sign off.

  1. Week 1

    Map the pipeline

    How a lead becomes a customer in your business, stage by stage.

  2. Week 2

    Set it up

    Pipelines, fields and follow-up reminders built around those stages.

  3. Week 3

    Move in

    Your old data imported, cleaned and checked with you.

  4. Week 4

    Train the team

    Short sessions with the people who'll use it every day.

Questions

What people ask about crm.

Build or buy?

We'll tell you on the call. If an off-the-shelf CRM fits, we'll set that up instead.

Can you move our existing data?

Yes. We import it, clean up duplicates and check it with you before the team switches over.

Often paired with

Other things we build.

Tell us how your team sells.

Within two working days we walk you through the setup and the timeline.

Get your free scope