02 · Product · CRM
Your sales process, without forcing it into a generic funnel.
We design the CRM around how your team sells: stages, rules, owners and metrics that fit your sales cycle. We set up the tool you already use, or build to measure when the process demands it.
When it makes sense
Signs your sales process needs a different cut
A pipeline nobody updates
The CRM became paperwork and deals live in chat apps and spreadsheets.
A funnel that isn't yours
Generic stages that don't reflect your sales cycle, negotiation or post-sale.
Forecasts by gut feeling
Management without a reliable view of volume, conversion and bottlenecks by stage.
Repetitive manual tasks
Follow-ups, proposals and records done by hand, with information lost along the way.
Capabilities and deliverables
From sales process to management view
Sales process design
Stages, exit criteria and owners defined together with the sales team.
Tailored pipeline
Fields, stages and views that reflect your cycle, not an off-the-shelf template.
Automations
Lead routing, reminders, follow-ups and proposals with less manual work.
Integrations
Connections to your website, forms, email, phone, back-office systems and marketing tools.
Management view
Pipeline, conversion and forecast dashboards to decide with data.
Team adoption
Training and adjustments based on real usage, so the CRM actually gets used.
How we work
How we run the project
- 01
Diagnosis
We follow the sales team and map the current sales cycle.
- 02
Design
We define stages, rules, automations and metrics.
- 03
Implementation
We configure, integrate and migrate data, validated with the team.
- 04
Evolution
We track adoption and adjust the process based on results.
Show us how your team sells today.
In one conversation we identify where your sales process loses opportunities and what the first adjustment should be.
Talk about CRM