Your own pipeline
Stages, fields and statuses that reflect how you sell, with views for each role on the team.
Custom CRM
A custom CRM that follows your sales process, not a generic one you have to adapt.
Clients, opportunities, tasks and communications in one place, with the stages, fields and automations your sales team needs.
01 Sound familiar?
Signs it is time.
- 01
Customer follow-up lives in spreadsheets, notes and each salesperson’s memory.
- 02
You pay for a CRM you only partly use and the team avoids opening.
- 03
There is no simple way to know where each opportunity stands.
- 04
Your sales process has quirks a standard CRM does not handle.
02 What we build
Concrete solutions, not generic promises.
- CRM
- Integrations
- Automation
- Dashboards
Automatic follow-up
Tasks, reminders and alerts created automatically based on each client’s activity.
Integrations
Connected to email, web forms, invoicing, calendar or WhatsApp so information arrives on its own.
Sales reporting
A clear view of pipeline status and activity, without exporting data to a spreadsheet.
03 Approach
How we approach it.
- 01
Map the process
We review with the team how a client comes in, what steps follow and what information is needed at each point.
- 02
Careful migration
We import existing data from spreadsheets or other CRMs, cleaning it along the way.
- 03
Team adoption
A CRM only works if people use it. We prioritize speed and clarity in everyday tasks.
- 04
Evolution
The CRM grows with the company: new views, automations or integrations when they are needed.
04 Questions
Common questions.
Wouldn’t HubSpot, Pipedrive or Salesforce be better?
Sometimes, yes. If an existing tool fits your process at a reasonable cost, we will tell you. A custom CRM makes sense when the process is particular, when you need deep integrations or when per-seat licenses stop paying off.
Can we migrate the data we already have?
Yes. We import clients, contacts and history from spreadsheets or other CRMs, checking for duplicates and inconsistencies.
Does it work on mobile?
Yes. It is designed so everyday tasks —looking up a client, logging a call, moving an opportunity— are comfortable on a phone.