02 — CRM builds

Your CRM, configured around how you actually sell.

A CRM out of the box is a demo. Configured properly it runs the business. We do the configuration.

The problem

You bought it because a video promised it does everything. Then you tried to set it up and the pipelines did not match your sales cycle, the automations fired at the wrong time, and half the team never logged in.

What you get

  • 01A pipeline that matches how your team actually closes.
  • 02Automations that fire on the events that matter, not everything.
  • 03Templates for the emails and texts you send fifty times a week.
  • 04Integrations to the tools you already run.
  • 05A written record of what fires when, so nothing is a mystery.

How it runs

  1. 01

    Half a day mapping how the business already sells, in real terms.

  2. 02

    We rebuild it against that map.

  3. 03

    Team walkthrough, then a fortnight where we sit close and adjust.

Book a call

Show us what you already have.