SALES & CRM

Sales & CRM Automation That Closes More Deals

Complete visibility from first touch to closed-won. Lead management, pipeline tracking, sales automation, and analytics—unified in one platform. Starting at $5,000.

Get a Free Quote See Demo

Sales productivity increase

Win rate improvement

Shorter sales cycles

Faster lead response

WHY MODERN SALES TEAMS CHOOSE US

Your Sales Team Loses 40% of Time to Admin Work. We Fix That.

Disconnected tools create data silos and manual work. Reps spend 4+ hours daily on data entry, follow-up reminders, and searching for information instead of selling.

Our unified CRM platform automates the busywork. Leads capture themselves from every channel. Follow-ups send automatically. Deals advance based on triggers. Your reps get back 10+ hours per week to actually sell.

Centralized lead capture from all channels
Visual pipeline with real-time deal tracking
Automated follow-ups and task management
AI-powered forecasting and analytics

Sales Dashboard

Lead

Qualified

Proposal

Closed

$2.4M

Pipeline Value

34%

Win Rate

18d

Avg Cycle

10 SOLUTIONS

What We Build

From lead management to deal rooms—every solution includes automation, integrations, and real-time analytics.

Lead Management System

Capture, Score & Route Leads Automatically

Faster response

Capture leads from web forms, ads, social, and referrals into one unified system. AI-powered scoring prioritizes your hottest opportunities while automatic routing gets leads to the right rep instantly.

$8,000 – $30,0004–8 weeks

What's Included

Multi-channel lead capture
AI-powered lead scoring
Automatic lead routing rules
Duplicate detection & merge
Lead source attribution
Lifecycle stage automation

Results You'll See

Capture leads from every touchpoint
Focus on leads most likely to convert
Respond to hot leads in minutes
Measure which channels deliver ROI

Pipeline & Deal Tracking

Visual Pipelines with Real-Time Forecasting

27%

Higher win rate

See your entire revenue operation at a glance. Drag-and-drop deal management, customizable pipeline stages, and weighted forecasting give you complete visibility from first touch to closed-won.

$10,000 – $40,0006–10 weeks

What's Included

Visual pipeline boards
Drag-and-drop deal management
Real-time deal status
Multi-pipeline support
Weighted revenue forecasting
Win/loss analysis

Results You'll See

Visualize entire pipeline instantly
Identify stalled deals before they die
Forecast revenue with confidence
Coach reps based on real data

Contact & Account Database

Single Source of Truth for Every Customer

100%

Data visibility

Eliminate data silos with a unified contact database. Every interaction—emails, calls, meetings—is logged automatically. Complete relationship histories give your team the context to personalize every conversation.

$5,000 – $20,0003–6 weeks

What's Included

360° contact profiles
Complete interaction history
Custom fields & segmentation
Account hierarchy mapping
Auto-capture from email & calendar
Smart search & filtering

Results You'll See

Access complete customer context
Eliminate duplicate records
Personalize every interaction
Enable seamless handoffs

Sales Automation

Automated Follow-Ups & Task Management

10+

Hours saved/week

Let automation handle the busywork. Email sequences run automatically, tasks create themselves based on triggers, and deals advance based on engagement signals. Your reps focus on selling.

$8,000 – $35,0004–8 weeks

What's Included

Email sequence automation
Triggered task creation
Deal stage automation
Follow-up cadence management
Activity logging automation
Engagement-based workflows

Results You'll See

Never miss a follow-up
Save 10+ hours per rep weekly
Maintain consistent outreach
Scale personalized engagement

Quote & Proposal System

Professional Proposals with E-Signatures

50%

Faster quotes

Create branded proposals in minutes. Built-in approval workflows ensure pricing compliance, e-signatures let buyers sign from anywhere, and view tracking shows exactly when prospects engage.

$5,000 – $25,0003–6 weeks

What's Included

Professional proposal templates
Custom branding options
Multi-level approvals
Integrated e-signatures
Proposal view tracking
Version control & history

Results You'll See

Send proposals in minutes
Know when prospects view them
Close faster with e-signatures
Maintain pricing consistency

Commission Tracking

Automated Calculations & Real-Time Dashboards

95%

Error reduction

Define complex commission structures with tiered rates, accelerators, and bonuses. Automated calculations eliminate spreadsheet errors. Real-time dashboards show reps exactly where they stand.

$10,000 – $40,0006–10 weeks

What's Included

Flexible commission rules
Tiered rate structures
Real-time earnings dashboards
Automated payout calculations
Dispute management
Historical reporting

Results You'll See

Eliminate manual calculations
Reduce errors by 95%
Motivate reps with visibility
Save finance hours weekly

Territory Management

Fair Distribution & Coverage Optimization

100%

Market coverage

Define territories by geography, industry, or company size. Assignment rules auto-route accounts to the right reps. Performance tracking by territory reveals optimization opportunities.

$8,000 – $30,0004–8 weeks

What's Included

Visual territory mapping
Flexible assignment rules
Account balancing
Workload analysis
Territory analytics
Coverage gap identification

Results You'll See

Fair lead distribution
Eliminate territory conflicts
Maximize market coverage
Identify underperformers quickly

Sales Analytics & Dashboards

AI-Powered Forecasting & Performance Tracking

95%

Forecast accuracy

Real-time dashboards for pipeline health, conversion rates, and revenue forecasts. Win-rate analysis reveals what's working. Rep leaderboards drive accountability and improvement.

$10,000 – $45,0006–12 weeks

What's Included

Real-time pipeline dashboards
AI-assisted forecasting
Win/loss analysis
Rep leaderboards
Activity metrics
Custom report builder

Results You'll See

Forecast with 95%+ accuracy
Identify winning patterns
Coach with data, not guesswork
Spot problems before they hurt

Mobile CRM

Full CRM Access Anywhere, Anytime

24/7

Access anywhere

Native iOS and Android apps with full CRM capabilities. Offline mode, voice notes, business card scanning, and GPS check-ins make field work effortless.

$15,000 – $50,0008–14 weeks

What's Included

Native iOS & Android apps
Full offline access
Voice note transcription
Business card scanning
GPS check-ins
Push notifications

Results You'll See

Update CRM from the field
Prep for meetings with full context
Log activities instantly
Stay connected on the go

Secure Deal Rooms

Collaborative Spaces for Enterprise Sales

30%

Faster deals

Win complex deals with dedicated digital spaces. Buyers and sellers collaborate on documents, track mutual action plans, and communicate securely. Engagement analytics reveal which stakeholders are active.

$12,000 – $45,0006–10 weeks

What's Included

Branded workspaces
Secure document sharing
Buyer stakeholder mapping
Mutual action plans
Engagement analytics
Integrated messaging

Results You'll See

Stand out from competitors
Track stakeholder engagement
Align buying committees
Accelerate deal cycles 30%+

HOW WE WORK

Live in 6–12 Weeks

Proven implementation process with minimal disruption to your sales team.

Discovery

We audit your current sales process, tech stack, and data to create a tailored CRM roadmap.

Design

Map your ideal pipeline stages, automation rules, and reporting dashboards before building.

Build & Migrate

Configure the platform, migrate your data, and integrate with email, calendar, and phone systems.

Train & Launch

Hands-on training for your team, then go-live with dedicated support and optimization.

INCLUDED IN EVERY PROJECT

What You Get as Standard

Every CRM implementation includes these capabilities at no extra cost.

End-to-End Lead Capture

Automatically capture leads from web, email, social, events, and referrals into one centralized system.

360° Revenue Visibility

See your entire revenue operation in real-time—pipeline, deals, activities, and forecasts unified.

Automated Sales Workflows

Eliminate manual data entry. Automation handles follow-ups, reminders, and deal progression.

Data-Driven Selling

AI insights help reps prioritize deals, personalize outreach, and close more business.

INTEGRATIONS

Connect Your Entire Tech Stack

Your CRM connects with the tools your team already uses. Data flows automatically so your team focuses on selling, not data entry.

Email & Calendar

Gmail, Outlook, calendar sync

Phone Systems

Click-to-dial, call logging

Marketing Tools

HubSpot, Mailchimp, Marketo

Documents

DocuSign, PandaDoc, Google Docs

FAQ

Common Questions

How much does a CRM system cost?

Basic CRM setups start at $5,000–$15,000. Full-featured systems with automation, analytics, and integrations run $25,000–$75,000. Enterprise CRM with custom development ranges from $75,000–$200,000. We provide detailed quotes after understanding your sales process and team size.

How long does CRM implementation take?

Simple CRM configurations take 3–6 weeks. Full implementations with data migration and integrations take 8–12 weeks. Complex enterprise deployments with custom development take 12–20 weeks. We provide exact timelines during discovery.

Can you migrate data from our existing CRM?

Yes. We migrate data from Salesforce, HubSpot, Pipedrive, Zoho, spreadsheets, and most other systems. We clean and deduplicate your data during migration, ensuring you start fresh with accurate records.

Will this integrate with our email and calendar?

Yes. We integrate with Gmail, Outlook, and other email providers for automatic email logging. Calendar sync shows your availability in the CRM and logs meetings automatically. Most integrations are two-way, real-time sync.

How does lead scoring work?

Lead scoring assigns points based on behaviors (website visits, email opens, content downloads) and demographics (company size, industry, job title). Hot leads surface automatically so your reps focus on the most likely to convert. Scoring rules are customized to your ideal customer profile.

Can multiple sales teams use the same system?

Yes. We support multiple teams, territories, and pipelines within one system. Role-based permissions control who sees what data. You can run separate pipelines for different products or regions while maintaining unified reporting.

What kind of reporting is included?

Standard reports include pipeline value, conversion rates, sales velocity, rep activity, and revenue forecasts. We build custom dashboards for your specific KPIs. Reports can be scheduled for automatic delivery and exported to Excel or PDF.

Do you provide training for our team?

Yes. All implementations include hands-on training for admins and end users. We provide documentation, video tutorials, and live Q&A sessions. Ongoing training packages are available for new hires and advanced features.

Ready to Close More Deals?

Get a detailed quote for your CRM implementation. We'll show you exactly how much time your team will save.

Request a Free Quote Explore All Solutions

Enterprise Security

Fast Implementation

Proven Results

Dedicated Support