What it is
Companies, people and deals live in tables your team can sort, filter and edit like a spreadsheet, with the history of every account one click away. The pipeline board shows what is likely to close and when.
In the recording, a salesperson asks the assistant which deals are at risk. It reads the deals, the e-mail threads and the notes, answers in a few lines, and highlights the matching companies in the table. A note is then written on a record and a deal is moved to the next stage.
We build a CRM from scratch when a team's way of selling does not fit the standard products, for example long public tenders with several buyers, or partners who need their own view. Otherwise we configure the CRM you already pay for and connect it to clean data.
Demonstration build with generated data. It runs in your browser: open it full screen.
What you get
- 01Tables for companies, people and deals, with typed fields and saved views
- 02A record page per account: attributes, notes, emails and activity in one place
- 03A pipeline board with stage totals and close dates
- 04Imports from spreadsheets and your current tools, exports to accounting
- 05Roles and access rights per team
How we work
You own the code from the first day. We hand over the repository, the documentation and the deployment notes.
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Send us the briefAlso in this section
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