CRM setup
We set up the CRM around your deal cycle. Clients, tasks, documents and reports sit in one window, and the numbers you need for decisions are visible without spreadsheets.
- Price
- from$900
- Timeline
- 4–10 weeks
- Currency
What's included
Process mapping
We map the deal path and roles before configuring anything.
Pipelines & roles
Stages, permissions and automatic tasks.
Integrations
We connect the site, bot, telephony, email, accounting and banks via API.
Documents
Contracts, invoices and completion certificates generated from a record.
Dashboards
Revenue, conversion and CAC per channel.
Onboarding
Guides and training so the team actually uses it.
When you need it
- Deals live in spreadsheets and chats
- You can't tell which channel makes money
- Managers lose hours on paperwork
Four steps
A project’s path from the brief to the work after launch: what happens at each step and how long it takes.
How we work1Brief
1 day
We unpack the task and goals, then fix scope, price and timeline in the contract.
- Team interviews
- Funnel analysis
- Estimate and timeline
2Prototype
1–2 weeks
Structure, design and flows. Everything is approved before code.
- Screen map
- Key page design
- Bot flows
3Build
1–8 weeks
We work in sprints and show a demo every week.
- Weekly demo
- Testing and sign-off
- Zero-downtime launch
4Growth
ongoing
Analytics, support and promotion after launch.
- Metrics dashboard
- A/B tests
- SEO and GEO
Questions
We start with HubSpot, amoCRM or Bitrix24, and build a custom CRM when those are no longer enough.
Yes, with de-duplication and checks.
4–10 weeks depending on integrations.