Pipeline & records
Define contact fields, deal stages, activity tracking and ownership rules around the sales process.

Unify enquiries, sales activity and customer communication with a CRM configured around your teams.
Create a consistent view of prospects, customer interactions and sales activity. The implementation follows your pipeline stages, team responsibilities and reporting requirements.
Define contact fields, deal stages, activity tracking and ownership rules around the sales process.
Connect approved enquiry sources and communication tools, with assignment rules and follow-up workflows.
Map existing records, validate imports and train the team on dashboards, permissions and day-to-day use.
Teams managing enquiries across multiple staff members or channels.
Current sales process, sample records, user roles and integration requirements.
Explore the services within your engagement. Every programme begins with a clear scope, delivery plan and agreed responsibilities.
Continue to our dedicated platform, or discuss a tailored engagement with our team.
Align the scope with your priorities, existing systems and the people who will use them.
Deliver in agreed stages, with clear responsibilities and review points.
Agree on documentation, handover and the level of ongoing support your business needs.
We review the source format, data quality and permission to transfer records before migration. Field mapping, duplicate handling and validation are included in the agreed migration scope.
Share your requirements through our proposal form. We will review your goals, existing systems and preferred timeline before recommending an approach.
Pricing depends on scope, integrations, resource needs and ongoing support. We provide a custom proposal with the deliverables and commercial terms before work starts.
We assess your current systems and available integration options during discovery. Any migration or compatibility requirements are included in the agreed scope.
Project, managed service and subscription engagements are available. Support hours, response targets and responsibilities are agreed in your service plan.