- Client
- Confidential client
- Industry
- Sales-driven SMB
Illustrative screens in the style of the build
The problem
Generic CRMs came with per-seat pricing and someone else's idea of a sales process. The team tracked the real work in spreadsheets on the side, which meant the CRM was always out of date.
What we built
We built a CRM around their real stages, fields, and follow-up rhythm. It connects to their email and the tools they already use, so deals get updated as the work happens instead of as a separate chore later.
The outcome
The side spreadsheets went away because the CRM finally matched reality. Management sees every open deal as it stands, and the per-seat subscription bill is gone.