We build the CRM your team actually uses: capture, routing, pipeline, quotes, commission and forecasting, wired into the email, phone and calendar tools your reps already have open.
Where the deal comes from
Assign owner
Routing rules give every new lead a rep and a deadline.
Work the deal
Calls, emails and meetings log themselves against the deal record.
Quote and sign
Approved pricing goes out as a proposal and comes back signed.
Forecast and pay
The forecast updates and commission calculates itself when a deal closes.
The path one deal takes through the system we build, from the channel it arrived on to the closed record and the payout it triggers.
What we build
Not sure which one to build first? Tell us where the business is now and we send back a ranked build order.
Get your free growth roadmapNew leads land in one place with a rep, a score, and a follow-up time attached before anyone has to look.
A board that shows every open deal, the stage it sits in, and which ones have gone quiet this week.
One record per customer with every call, email, and meeting logged against it, so anyone can pick up the conversation.
Follow-ups, tasks, and stage changes fire off what the buyer did, so the busywork stops depending on a rep remembering.
Branded quotes go out in minutes, run through approval, and come back signed, with a record of who opened what.
Commission calculates itself from closed deals, so reps can see their number and finance stops rebuilding a spreadsheet every month.
Accounts route to the right rep by geography, industry, or size, so coverage is deliberate and nobody argues over an account.
The numbers a sales meeting needs: pipeline by stage, conversion by source, rep activity, and a forecast built from real deals.
Reps update deals from a truck, a lobby, or a job site, and the notes are in the system before they drive off.
One shared space per deal where the buying committee gets the documents, a mutual plan, and a clear next step to agree on.
Not on this list? We build to spec.
How we work
We sit with your reps, map how a deal actually moves today, and find where records and follow-ups fall through.
Stages, fields, routing rules, permissions, and the reports you need get agreed on paper before anything is built.
We build the system, move and de-duplicate your existing records, then wire in email, calendar, phone, and quoting.
Your team gets hands-on training, then we go live, watch what reps actually use, and tune the rules against real deals.
Engagements are scoped per project. The price moves with how many records you are migrating, how many integrations you need, and how many people are in the system. We quote after a discovery call rather than publishing a number that would not apply to you.
It depends on scope. A focused build on top of a sales process that already works is usually 3 to 6 weeks. A full CRM with data migration and several integrations typically runs 8 to 12 weeks. You get a specific timeline during discovery, before any commitment.
Yes. We move records out of Salesforce, HubSpot, Pipedrive, Zoho, and spreadsheets. Migration includes cleanup and de-duplication, so your team starts on records it trusts. Your data, configurations, and workflows are yours and exportable at any time.
Yes. Gmail and Outlook log mail against the right deal, calendar sync writes meetings back, and click to dial logs calls as they happen. Most of it is two-way sync, so reps stop copying the same information into two places.
Scoring adds points for what a lead does, such as pages viewed, emails opened, and forms filled, and for who they are, such as company size, industry, and role. The rules are written against your ideal customer rather than a vendor default, and the hottest leads sort to the top of a rep list.
Yes. Separate pipelines, territories, and teams live in one system, with role-based permissions deciding who sees which records. Reporting still rolls up across all of them, so leadership gets one pipeline number instead of four exports.
We host it, monitor it, and maintain it. Updates, integrations that change under you, new fields, and new reports are ours to handle. You get a system that keeps working as the team grows instead of a handoff and a support email address.
Bring your pipeline, your spreadsheet, and the part of the process that keeps breaking. We scope it, design it, and build it.
Scope my CRM build