If a packaged CRM fits your team, we will say so. When it does not, a custom CRM removes the workarounds so reps log less and managers see more.
Built around how your team sells
We map how a deal actually moves: lead sources, qualification, what must be true before a stage changes, and who takes over after the sale. Stages, fields and screens follow that map.
- Lead sources and routing
- Stages with entry criteria
- Accounts, contacts and history
- Handoffs to onboarding or delivery
Every lead captured with its source
Web forms, calls, events and imports land with source and owner, routed by territory, product or round robin. Duplicates are matched before a new record is created.
- 1 Lead captured
- 2 Lead assigned
- 3 Deal worked
- 4 Deal won
- 5 Handed to delivery
Less typing for reps
Calls, emails and meetings are logged in a few clicks with the next step set at the same time, from a phone or a desk.
✕Real pipeline in spreadsheets
✓Pipeline in a CRM reps use
✕Web leads in an inbox
✓Leads routed with source and owner
✕Handoffs by email
✓Delivery tasks created on close
Moving from Salesforce, HubSpot or spreadsheets
We map, import and check your accounts, contacts, deals and history with your team before switching.
The system handles
- Routing new leads
- Flagging stalled deals
- Logging calls and emails
Your people decide
- Qualifying leads
- Pricing and negotiation
- Forecast calls
