CRM Management
Turn scattered contacts into a revenue engine. We set up, customise and automate CRM systems that help your team sell more and serve customers better.
Key Capabilities
What we build and integrate in this space
Setup & Customisation
Perfex, Rise and other leading CRMs, tailored to you.
Sales Pipelines
Deal stages mapped to how your team actually sells.
Workflow Automation
Follow-ups, reminders, lead assignment and nurturing.
Lead Capture
Capture leads from your site, ads, WhatsApp and email.
Reporting & Forecasting
Pipeline, conversion and team-performance dashboards.
One Customer View
Contacts, conversations, quotes and support in one place.
A sales team without a real CRM is running on memory and a spreadsheet. Leads go cold because no one followed up, deals stall because nobody knows whose turn it is to act, and forecasting is a guess because the pipeline only exists in someone's head. The cost of that doesn't show up on a balance sheet, but it shows up every month in deals that should have closed and didn't.
We set up, customise and automate CRM platforms such as Perfex and Rise around how a sales team actually sells, not a generic out-of-the-box pipeline. That means mapping real deal stages, building the automation that chases follow-ups so reps don't have to remember to, and connecting the lead sources (site forms, ads, WhatsApp) that are currently feeding leads into an inbox nobody checks consistently.
A CRM earns its place by being less work than the spreadsheet it replaces. If data entry is a chore, reps route around it and the pipeline data goes stale again, so we spend as much effort automating data capture as we do on the CRM's actual screens.
How We Work
A clear, proven process from first conversation to launch and beyond.
Discovery
We map your sales process, stages, fields and the data you already have.
Setup
We configure pipelines, custom fields and automation around how you sell.
Integrate
We connect your lead sources (site, ads, WhatsApp, email) and the rest of your stack.
Enable
We train your team and refine the workflows so the CRM actually gets used.
Automate the Busywork
Rebuilding a Sales Pipeline That Reps Were Avoiding
A client had a CRM installed, but the sales team barely used it. Deal stages didn't match how the team actually sold, follow-ups relied on reps remembering, and leads from the website and WhatsApp were landing in a shared inbox instead of the CRM.
We re-mapped the pipeline stages to match the team's real sales process, automated follow-up reminders and lead assignment so no new lead sat untouched, and piped website and WhatsApp leads directly into the CRM instead of an inbox.
Reps started using the CRM because it was now doing part of their job for them, and leadership got a pipeline view that reflected what the team was actually working, not a stale snapshot.
What You Can Build
Common use cases we deliver in this space.
Technology Stack
The tools and platforms we build on.
Platforms
- Perfex
- Rise CRM
- Custom CRM
Backend
- PHP (Laravel)
- Node.js
Channels
- WhatsApp API
- Email (SendGrid)
- Web Forms
Database
- MySQL
- PostgreSQL
Frequently Asked Questions
Which CRM do you set up?
We work with Perfex, Rise and other leading CRMs, configured and customised to your sales process.
Can you automate follow-ups?
Yes, through automated email sequences, reminders, task routing and lead assignment that keep deals moving.
Can you capture leads from our website and WhatsApp?
Yes. We pipe leads from your site forms, ads, WhatsApp and email straight into the CRM.
Will it show our pipeline and forecasts?
Yes. You get dashboards for pipeline, conversion rates, team performance and revenue forecasting.
Our team already has a CRM but doesn't use it. Can you fix that?
Often, yes. Low adoption is usually a sign the pipeline stages or data entry don't match how the team actually works. We re-map the process and automate capture so using it is less work than avoiding it.
Can you build custom reporting or dashboards?
Yes. We build pipeline, conversion-rate and team-performance dashboards around the metrics your leadership actually tracks, not a generic report builder.
Ready to Transform Your Business?
Let's work together to achieve your goals with our expert solutions