We build customer systems around the pipeline you already run — the stages, fields and follow-ups your team uses — so the data stays current, the reporting is trustworthy and nothing falls between two people.
Why CRMs get abandoned
Most CRM rollouts fail quietly. The tool models a sales process nobody recognises, so people log the minimum to stay out of trouble and keep the real state of play in a spreadsheet. Six months later the reports are wrong, the forecast is fiction, and the answer proposed is more training.
We start from how your team actually sells and support customers: the stages deals really pass through, the fields that change a decision, the follow-ups that get forgotten. Then we make the system fill itself in wherever it can — from email, calendar, forms and the tools you already run — so keeping it current costs a few seconds rather than an afternoon.
Stages, fields, permissions and record types modelled on the process your team recognises and already follows.
Email, calendar, forms and system events logged automatically, so manual entry is the exception rather than the job.
Two-way sync with finance, support, marketing and your website, so one record is the truth everywhere.
Forecasts, conversion and activity built on fields the system fills in itself rather than on optimistic self-reporting.
What we build
Four lanes covering a first proper system, a rescue of the one you have, and everything around it.
A customer system built for your model — multi-stage pipelines, quotes and renewals, territories and teams, custom objects for the things a generic CRM has no field for — owned outright with no per-seat licence.
The follow-ups that get forgotten, handled by the system: leads scored and routed the moment they arrive, sequences that pause when a human replies, and stale deals escalated before they go cold.
Moving off spreadsheets, an inherited Salesforce org or a CRM nobody uses — deduplicated, reconciled and verified record by record, with the old system kept read-only until you are certain.
The CRM connected to everything that touches a customer — finance, support, marketing, your website — plus a portal where customers can see their own records without emailing anyone for an update.
Operating standards
A CRM is only worth its licence while the data in it is current. These are the standards we build to.
Every migrated record matched and signed off field by field.
Integrated systems reconciled continuously, not overnight.
Measured on active weekly use, not on licences issued.
A usable pipeline in production before the full build lands.
Engagement models
Fix the pipeline you have, or build the system you should have had — both start with the same mapping session.
Clean, migrate and automate the CRM you already run, without replacing it.
from $640 /month
For teams whose data is the problem, not the tool.
A customer system designed around your pipeline, migrated properly and owned outright.
from $1,190 /month
The lane most teams choose once a template stops fitting.
A standing team extending the system as your process, team and product change.
from $1,890 /month
Best for operations teams with a moving process.
Start with the mapping session before deciding anything. Often the fix is a corrected data model and three automations rather than a migration — and we would rather tell you that than sell you a rebuild.
How we work
We map the process before modelling the data, because a CRM that mirrors the wrong workflow is just a slower spreadsheet.
We sit with the people doing the work and map the real stages, the decision points and the places records currently go to die.
Objects, fields, relationships and permissions designed — including the custom objects a generic CRM would have forced you to fake.
Your data extracted, deduplicated and loaded into a staging environment, with a reconciliation report you sign off before anything is final.
Pipelines, views, dashboards, routing rules and follow-up sequences built, with integrations wired in as they are needed.
The new system runs alongside the old one for a full cycle, so nothing is lost and confidence is earned before cutover.
Team onboarding, usage measured for real, and the friction points found in the first month fixed rather than trained around.
Under the hood
Whether we extend a platform you already pay for or build the system outright, the stack is chosen for longevity and hiring.
FAQ
Still unsure? Send us a note — we reply personally.
Configure one if your process is close to standard and per-seat cost is acceptable. Build one when the platform forces you to misrepresent your model, when licence cost scales badly with headcount, or when the CRM is genuinely part of your product. We will give you a straight recommendation after the mapping session, including when that recommendation is "keep what you have".
Yes, and it is usually the part we spend most care on. Data is extracted, deduplicated, normalised and loaded into a staging environment first, then reconciled field by field against the source with a report you sign off. The old system stays available read-only until you are confident.
That is the point. Two-way sync with email, calendar, accounting, support desk, marketing tools and your website is standard. Where a system has no usable API we build a middleware layer around it rather than asking you to replace it.
By removing the reasons they do not. The system logs email, calls, meetings and form submissions itself, the views match how each role works, and mandatory fields are limited to the ones that genuinely change a decision. We measure weekly active use after launch and fix the friction we find.
Yes. Sequences are drafted with your team, pause the moment a human replies, respect timezone and working hours, and escalate to a person on any signal that needs judgement. The aim is that nothing gets forgotten, not that nobody has to talk to the customer.
You do. Your repository, your database, your cloud accounts, documented at handover. There is no per-seat licence to us and no proprietary platform you have to stay on to keep using what we built.
A usable pipeline is typically live within about five weeks, with migration, integrations and automation landing over the following cycles. We deliberately ship the core early so the team is working in the real system while the rest is built.
Show us your current CRM — or the spreadsheet standing in for one. We will map the process, price the fix and tell you honestly whether a rebuild is warranted.
