Every opportunity, in one place and up to date
CRM selection, setup and adoption: a clear pipeline, automatic lead capture and follow-up that does not rely on memory.
The problem
Sales information lives in inboxes, phones and spreadsheets. Follow-ups get missed and nobody sees the whole picture.
Expected outcome
A pipeline that reflects reality, tasks that remind people automatically and forecasts you can trust.
Who it’s for
SMEs with several people selling or serving customers.
Typical integrations
- HubSpot
- Pipedrive
- Zoho CRM
- Google Workspace
- Microsoft 365
- WhatsApp Business
What’s included
- Sales process diagnosis
- CRM and pipeline configuration
- Web, email and WhatsApp integration
- Data migration
- Training and internal guide
Stages
How we work
Map the sales process
Choose and configure
Integrate and migrate
Adoption and refinements
Ongoing support
Quarterly reviews of real usage, new automations and team support.
Let’s talk about your sales process
Tell us your situation in a couple of lines and we will tell you honestly whether we can help.