Selection, if you have not chosen yet
Fewer features and more adoption is almost always the better trade. We will steer you to the smallest thing that fits, including staying where you are.
A CRM your team actually opens
The CRM problem is rarely the software. It is that the software was set up around a vendor demo instead of around how your people sell.
Dublin, IrelandIreland, EU & UKFixed-scope project or monthly-hours retainer
You are probably here
because of one of these
- The state of a deal lives in one person's head, and you find out when they go on holiday.
- The same customer exists three times, spelled three ways.
- Your best salesperson keeps a private spreadsheet because it is faster than the CRM.
- You bought it eighteen months ago and nobody has logged in since the training.
If none of those is quite it, describe yours — the form takes three lines.
What the work is
Clean migration
Deduplicated, normalised, and reconciled against what you believe you have. This is the boring majority of the work and the reason migrations fail.
Stages, fields and permissions
A pipeline that matches the conversations you really have, with the fields that get filled in and none of the ones that do not.
Email, calendar and phone sync
So the record updates because someone did their job, not because someone remembered to update the record.
Training and adoption
With the people who will use it, on their own data, after it is set up — not a generic session before it exists.
Lead capture and routing
Connect enquiry forms to a shared record, define ownership and agree reminders for follow-up.
Source attribution
Carry an enquiry source through the pipeline so reporting can distinguish where enquiries originate and how they progress.
Where we stop
What we will not do
We will not migrate dirty data to hit a date. Carrying the mess across is how a new CRM becomes the old CRM inside a year, and no amount of training fixes it afterwards.
Start with a conversation
Tell us what is slowing you down. We can discuss fit and whether paid discovery is needed. Its scope, deliverables and fee are agreed before it starts.