Company CRMs

Clients, deals and opportunities in one place, organised the way your team works.

How many sales are lost because a quote was never followed up in time, or because what you know about a client sits in a colleague’s mailbox? A company CRM (Customer Relationship Management) gathers contacts, conversations and deals in one shared record, and tells you every day who to call back.

We build custom CRMs for companies and professionals who need more than an address book: a tool cut to fit your sales process, one the team is happy to use because it is simple.

What your CRM does

We start from solid ground and add only what your business needs, with no useless menus to learn.

One client record

Data, contacts, documents and history for each client in a single card, always up to date and shared with the team.

The deal pipeline

Every opportunity in a clear stage, from the first contact to the signature, with its estimated value and chance of closing.

Quotes and offers

Quotes built in a few clicks from your price lists, sent as PDF and followed until they are accepted.

Reminders and automation

Call-backs, deadlines and follow-ups scheduled for you, so that no client is left without an answer.

Integrations

E-mail, WhatsApp, calendar, the forms on your site and your business software connected to the CRM: the data comes in on its own, with no copy and paste.

Sales reports

How deals are going, results per salesperson and revenue forecasts, always under control.

Custom CRM or subscription CRM?

Subscription CRMs are made for everyone: which is why they are often too complex for some and too limited for others. With a CRM built to measure:

The sales process stays yours: stages, fields and automation follow the way you work
Everything is connected: the CRM talks to your business software and to the site you already run
The data stays yours: exportable at any time, with no platform lock-in
Everyone sees what they need: roles and permissions for sales, administration and management

If you also need to manage stock and invoices, the CRM can become a module of your business software.

A custom company CRM used from a phone and a computer

How we work

Analysis

We rebuild the client’s journey with you, from the first contact to the sale and beyond.

Design

We design stages, cards and automation, and check them with the people who will use the CRM every day.

Development

We build the CRM and connect it to e-mail, your site and your business software, importing the contacts you already have.

Training and support

We stay with the team through the first days of use, and the CRM evolves together with the company.

Frequently asked questions

What companies ask us most often before choosing a CRM.

What kind of company needs a CRM?

Any business that handles deals, quotes or returning clients: trading companies, agencies, professional practices, service firms. If you follow your clients with e-mail and spreadsheets today, a CRM saves you time from the first day.

Can I import the contacts I already have?

Yes: we import contacts and history from Excel, CSV, e-mail address books or the CRM you use today.

Can the CRM be used from a phone?

Yes, it is a web application: salespeople use it outside the office too, from tablet and phone.

Is the client data safe?

We design the CRM with personal logins, roles and permissions, encrypted connections and regular backups, in line with the GDPR.