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A CRM your team actually uses

We set up or reorganise your CRM, migrate your data without losing history and connect it to your website, email and invoicing. Every lead comes in, gets assigned and gets a reply without anyone having to remember.

Ask for your free audit How we work

01What we do

Setup

We help you choose the CRM that fits how you sell and configure it: stages, properties, permissions and views your team understands.

Migration

From spreadsheets or another CRM, cleaned and de-duplicated first, checking record by record that nothing is lost.

Integration

Web forms, email, calendar, invoicing, ERP or WhatsApp: data flows between systems on its own.

Sales automation

Lead routing, reminders, follow-up sequences and alerts when a deal has been stuck for too long.

02Why it matters

No forgotten leads

Every new contact has an owner and a next step from the first minute.

One correct record

The customer record is the same in sales, support and billing.

Forecasts you can trust

With the pipeline up to date, knowing what will close this month stops being a hunch.

03How we do it

  1. We review how you sell

    From first contact to invoice: who does what, with which tools, and where data gets lost.

  2. We design the model

    The minimum objects, fields and stages so the CRM mirrors your process, not the other way round.

  3. We migrate and integrate

    First in a test copy, validating the migrated data, then for real.

  4. We train and support

    Short sessions with the team and a usage review during the first weeks.

04Examples

What we automate

  • Website leads, instantly

    Today
    Forms land in an inbox and get copied into the CRM when someone has a minute.
    Automated
    Each form creates the contact, routes it by region and sends the first reply within minutes.
    • Web forms
    • HubSpot
    • Make

  • From spreadsheets to Pipedrive

    Today
    Three spreadsheets with duplicate customers and notes in the margins.
    Automated
    A CRM with de-duplicated contacts, imported history and a pipeline per business line.
    • Google Sheets
    • Pipedrive
    • Python

  • From won deal to invoice

    Today
    Sales closes and emails accounts to raise the invoice.
    Automated
    Winning the deal creates the customer and a draft invoice in the invoicing tool.
    • Pipedrive
    • QuickBooks
    • n8n

Examples of the kind of project we do; each one is designed around your process.

Usual tools

  • HubSpot
  • Pipedrive
  • Salesforce
  • Zoho CRM
  • Odoo
  • QuickBooks
  • Make
  • n8n

We work with what you already use; this list is only a guide.

05Questions

Frequently asked questions

Which CRM should I use?

It depends on team size, how you sell and what you already use. Pipedrive is simple and sales-focused; HubSpot joins marketing and sales; Salesforce and Zoho give more room for complex processes. We recommend one after seeing your process, with no vendor commissions shaping the answer.

Will we lose data in the migration?

You shouldn’t. We run a test migration, count and compare records, and review a sample with you before the final move. The old system stays available until you sign off.

Can you connect the CRM to our ERP or invoicing?

In most cases yes, through its API or via n8n or Make. If the software has no API, we look for alternatives such as scheduled exports, and tell you before quoting.

06Other services

Shall we start with your process?

Tell us which task eats your team’s time. In the free audit we tell you what to automate first, with which tools, and what it would cost.

Ask for your free audit