We set up, customize and connect SuiteCRM, HubSpot or a CRM built just for you, so every lead, deal and renewal lives in one place. Then we automate the busywork: lead scoring, follow-ups and forecasts.
Your sales team
What a CRM health check looks at
AI only works on clean data. This is where we start.
Custom modules, fields, workflows, dashlets and reports on the open-source CRM you fully control.
Pipelines, properties and workflows, plus two-way sync with the rest of your systems.
When nothing off the shelf fits, we build a CRM around your process on a modern web stack.
Connect your CRM to web forms, email, telephony, voice bots, ERP and accounting, so data is entered once.
Lead scoring, call summaries, drafted follow-ups, churn warnings and deal forecasts, built on your own data.
Move from spreadsheets or an old CRM, remove duplicates and set rules that keep the data clean.
We follow a lead from first contact to renewal and note every hand-over and spreadsheet.
Stages, fields, permissions and automations are agreed on paper before we build.
We configure or build the CRM, move your data and connect your other tools.
Each team gets training for its role. Then we stay on to keep data clean and workflows current.
Most CRMs stall after go-live because nobody owns them. We can take that role: a monthly plan covering data quality, new reports, workflow changes, user training and AI readiness. Or we train someone on your team to do it.
CRM automation
Building a useful report took hours and technical skill.
Anyone on the team describes what they need and gets a personal dashboard built from live SuiteCRM data in seconds.
Report use up 80%
SuiteCRM is open source: you own the code and the data and pay no per-user licence. HubSpot is quicker to start and strong at marketing. We recommend one after mapping how you sell.
Yes. Most projects start with a health check of your data, stages and automations, followed by a short list of fixes in order of value.
Yes. We can run SuiteCRM and any AI features on your own servers or cloud account.
Yes. Each team gets training for its role, plus a short written guide to how your company uses the CRM.
A CRM champion owns the CRM after launch: keeping data clean, training new people, adding reports and adjusting workflows as the business changes. We can do this for you every month.
Send a short note about how the work runs today. We reply within one business day.