CRM & Integrations
One record everyone trusts.
A CRM nobody trusts is worse than none, because decisions get made on it anyway. The work is making the record true, current and connected to the systems either side of it.
Discuss this workThis is right when
You recognise these.
- Two people give two different pipeline numbers
- Leads disappear between marketing and sales
- The forecast is a hand-maintained spreadsheet
What you receive
Concrete deliverables.
Working systems and artefacts your team can maintain — not a slide deck and a handshake.
- Pipeline and stages with explicit exit criteria
- Ownership, SLA and escalation rules enforced by the system
- Deduplication and data migration that keeps history
- Integrations to marketing, finance and delivery tools
- Reporting joined through to revenue
Let’s scope your crm & integrations.
30 minutes, no pitch. If we’re not the right fit, we’ll tell you that too.