From first conversation to a CRM your team runs on its own
Most projects take 3 to 8 weeks. The exact plan depends on your team, your data and the tools you need to connect.
Understand
We talk to the people who do the work and map how leads, deals and service requests really move today.
YouJoins workshops and shares real examples.You getA requirement document in plain language.Plan
We plan the future setup: modules, fields, roles, automations, integrations and reports, before building anything.
YouReviews the blueprint and approves it.You getA clear plan with agreed scope.Implement
We build in a sandbox. Configuration, scripts, integrations and a rehearsed data migration.
YouAnswers questions and shares sample data.You getA working build you can click through.Test and UAT
We test every flow and data load first. Then your team tries real scenarios from their day, and we fix feedback together.
YouTests with real scenarios and gives sign-off.You getA test log and a signed-off system.Handover
We move it live, train every role, hand over the documents and stay close during hypercare.
YouJoins training and runs the system.You getTraining, documentation and a handover checklist.
What we need from you
Less than you may expect, and always planned around your calendar.
- A few hours from the people who use the system
- Access to your current tools, files and data
- One person who can approve decisions
- Real examples of how work flows today
Let's make your CRM work better
Tell us where your current processes are slowing you down. We will discuss your requirements and identify practical improvements for your business. The first call is free, and you speak directly with the person who builds it.