We develop CRM for managing clients, transactions, tasks and internal processes. We build the system based on the company’s actual workflow so that the team doesn’t have to adapt to an inconvenient finished template.
CRM structure is designed so that the most important information and next steps are visible in one place.
Fields, statuses, modules, roles and automations are adapted to the specific process.
The main benefit is not "another program". CRM helps to put together information, responsible, status of transactions and the next steps for the company's process to be transparent.
Customers are in e-mail, tasks in WhatsApp, offers in folders, but the status of transactions remains in the head of the employees.
CRM does not have to be built as a big system at once. We start with the main process of work, but we add integrations and automation when they bring real benefits.
One place for clients, business and team assignments.
System for a company with its own processes, roles, statuses and data structure.
We connect CRM to the website and other tools of the company, if technically possible.
It is more practical to first sort out the main work process and only then add functions, automation and integrations that really reduce manual work.
First we understand the real work with clients, transactions and tasks. Then we create a CRM structure that makes the process more transparent and reduces manual work.
CRM value is not in function quantity. The system should reflect the real process, be understandable to the team and give the management a clear overview.
We start with the functions necessary for daily work and reduce manual work.
We create the status, fields, roles and work scenarios according to the logic of the particular company.
If new processes, integrations or automation later occur, CRM can be developed gradually.
Describe what you are currently managing in Excel, emails, or multiple systems. Let's consider whether individual CRM is justified and with what functionality to start with.
On a ready-made platform, the company largely adapts to existing system logic. Individual CRMs can be built around specific work processes, fields, statuses, roles and integrations.
No. In practice, it is often better to start with the main process - customers, transactions and tasks - and add the rest of the functionality in stages.
Yes, if the necessary data exchange is technically available. For example, contact forms or applications from the website can be transferred to CRM automatically.
Yes, if the external system provides an appropriate API or other technically feasible integration option. We evaluate the specific solution at the beginning of the project.
Yes. CRM may provide for different accesses and rights, such as management, sales team, or other employees according to project needs.
Yes. If the system is designed with further development in mind, you can add new fields, modules, automations, reports or integrations to it.
Individual CRM costs depend on the process, functionality, user roles and integrations. Therefore, first we find out the size of the project and then we prepare an offer.
