Why teams stop using their CRM
Almost every company has tried a subscription CRM. Three months in, half the team keeps everything in their phone and a notebook, and the reports no longer describe reality.
The reason is nearly always the same: the product asks for data the salesperson does not have at that moment, and fails to ask for the one thing that would help them. When entering data gives nothing back to the person entering it, the data stops existing.
- Sales stages that look nothing like yours and cannot be changed
- Mandatory fields that make no sense in your industry
- Quotes still produced in Word, alongside the system
- Cost that grows with every user you add
What we build instead
We start from the real path a customer takes, from first contact to invoice, and build strictly the screens that support that path.
- Sales stages named the way your company names them, with your own rules for moving between them
- A customer record holding the whole history: conversations, quotes, orders, documents
- Quotes and contracts generated from templates, with the data already filled in
- Tasks and reminders attached to the customer, not to a separate calendar
- Role-based access: everyone sees what they need, not everything
- Reports by source, by person and by reason for losing the deal
How it connects to the rest of your systems
An isolated CRM quickly becomes a second database that contradicts the first. So we connect it to where the data actually comes from: the website form, the phone system, invoicing, accounting.
If you already run Google Ads or other paid campaigns, we link the source of each customer to their final outcome. Only then can you say which campaign brings money, rather than which one brings submitted forms.