The pipeline is a spreadsheet nobody trusts
Two versions, one owner, and no answer to a simple question: where is this deal now?
Services
CRM and workflow automation
A CRM fails for one boring reason: updating it costs the salesperson more than it gives back. We build the smallest pipeline that matches how deals actually move, then automate the data entry around it — from forms, messaging channels and the systems that already hold the truth.
Who it is for
- Sales teams handling five to fifty deals a month with no shared record.
- Businesses whose leads live in one person's phone.
- Operations that copy the same data between two systems every day.
Problems it solves
Leads arrive through five channels
A form, a phone call, a direct message, a referral and a walk-in. Each one lands somewhere different, and two of them are lost.
Follow-up depends on memory
Nothing schedules the second call. Most deals do not die — they are forgotten.
Use cases
A pipeline with stages that match reality
Stages are named after what your team actually does — quoted, sampled, negotiated — not after a template's defaults.
Lead capture from forms and chat
A new enquiry is created, checked against existing records to avoid duplicates, and assigned to exactly one person.
Follow-up that runs itself
A task appears when a deal goes quiet. The reminder belongs to the record, not to someone's personal calendar.
Automation between the tools you keep
Invoice paid, account updated, onboarding task created. Nobody re-types the same three fields.
What is in scope
Fixed scope. Fixed price.
Agreed in writing before anything is built. You approve before we start.
- Pipeline design with the people who close deals
- Contact and company records, with one owner per record
- Lead capture from your site, forms and messaging channels
- Task and reminder rules the team agrees to
- Automations with logs, retries and a visible failure state
- Handover: documentation, access and the automation definitions
How it is delivered
- 01
Follow one deal
We trace a real deal from first contact to payment, and mark every place a human copies data.
- 02
Design the smallest pipeline
Fewer stages, fewer required fields. If a field never helps anyone decide something, it is not required.
- 03
Automate the copies
Only after the manual version works. Automating a broken process makes it break faster.
- 04
Watch it run
Every automation logs what it did and what it skipped. A silent failure is worse than a manual step.
FAQ
Questions about this service.
What owners usually ask before requesting a quote for it.
Can you migrate our spreadsheet?
Yes, with de-duplication and a record count you approve before anything is deleted or merged.
Do we need WhatsApp integration?
Only if the conversation is where the deal actually lives. It has real constraints — template approval, per-message cost, policy limits — and we will say so before quoting.
Will you replace our current CRM?
Not by default. If the existing system holds the truth, we integrate with it instead. Replacing a working system is a cost, not an upgrade.
What does automation not fix?
A process with no owner. If nobody is accountable for the follow-up, a reminder is only a louder notification.
Start a project
Want this scoped for your business?
Send the brief. It comes back as a written scope and a fixed quote before anything is built.