A CRM made to the measure of how you work
A simple system holding your clients, quotes, orders and tasks, with the steps your business follows and not those of a generic program.
What usually happens
Clients scattered across spreadsheets, email and phone
Nobody knows for sure where each client stands.
Generic programs do not fit
They have many features you do not use and lack the one you need.
Quotes and follow-up by hand
They are prepared one by one and follow-ups get forgotten.
How we do it
We map your process
How a client comes in, what steps they follow and who does what.
We design the CRM
Only the fields and views your team will use.
We build and connect it
With your email, your calendar and what you already use.
We train you and maintain it
We teach you to use it and maintain it for a monthly fee.
What you receive
Clients and contacts
Everything in one place, with its history.
Quotes and orders
With clear statuses and follow-ups that are not forgotten.
Tasks and alerts
Everyone knows what to do today.
Simple reports
What matters for deciding, without needless charts.
Frequently asked questions
Is it software I have to buy?
No. It is a service: we design it, build it and maintain it for you.
Can I bring my current data?
Yes. We import your clients from Excel or other tools.
What if my business changes?
The CRM adapts. The monthly fee includes maintenance and small changes.
Other services
Let's talk about your pipeline
30 minutes with an advisor to review your sales process and see which parts we can automate. No commitment.