Stop Losing Leads in Spreadsheets
CRM setup, pipeline optimization, and sales automation. Track every opportunity from first touch to closed deal.
Your Leads Are Falling Through Cracks
Leads in spreadsheets, notes in emails, follow-ups forgotten. You're losing deals because nothing is organized. No visibility into pipeline. No process.
- Leads scattered across spreadsheets and emails
- Follow-ups forgotten or delayed
- No visibility into pipeline
- Sales team wasting time on admin
- Can't forecast revenue accurately
Simple CRM That Gets Used
Most CRM implementations fail because they're too complex. We build streamlined systems designed for YOUR sales process. Just enough structure, not overwhelming complexity.
Sales Process First
We map your current process before choosing CRM. Software supports YOUR workflow, not a generic template.
Pipedrive or HubSpot (Not Salesforce)
Salesforce is overkill for most companies under $20M ARR. We specialize in simple, powerful tools.
Training & Adoption
Best CRM is worthless if your team doesn't use it. We train thoroughly and monitor adoption closely.
Complete CRM Setup
Discovery & Design (Weeks 1-2)
- Sales process mapping workshop
- Platform selection (Pipedrive vs HubSpot)
- Data audit & migration planning
- Custom fields & properties planning
Configuration (Weeks 2-3)
- Pipeline & deal stages setup
- Custom fields for your ICP
- Automation & workflows
- Email & calendar integration
Data Migration (Weeks 3-4)
- Clean existing data
- Import to CRM
- Verify accuracy
- Data quality validation
Training & Launch (Weeks 4-5)
- Sales team training
- Manager training (pipeline monitoring)
- Go-live support
- Adoption monitoring
Is This Right for Your Business?
This is perfect if you:
- Leads scattered in spreadsheets
- Sales team wasting time on admin
- No visibility into pipeline
- Scaling and need structure
This isn't for you if:
- Already have a well-functioning CRM
- Team of 1 with 5 leads/month (probably overkill)
- Need enterprise Salesforce customization (we can refer you)
What to Expect
Proper CRM transforms sales operations. Zero deals lost to poor follow-up. Reps spend less time on admin. Management has real-time pipeline visibility. Revenue becomes predictable.
Automated reminders ensure no lead goes cold. If a rep leaves, their deals don't disappear.
Stop copy-pasting data everywhere. Everything lives in one place.
Know exactly what revenue is coming. Plan hiring and spending with confidence.
Frequently Asked Questions
Pipedrive if you prioritize simplicity and affordability. HubSpot if you want marketing automation and tighter alignment.
Yes. We help organize and import clean data from spreadsheets. Complex legacy migrations are out of scope.
Resistance happens when CRMs are too complex. We keep it simple, train hands-on, and monitor adoption.
Yes. We integrate CRMs with your email, calendar, marketing automation, accounting software, and any other tools you use daily.
Ready to Get Organized?
Book an initial consultation with a senior strategist. We'll map your current process and show you what's possible.