CRM and Sales Productivity

Custom SME CRM to Structure Your Growth

We design CRM spaces tailored to your team so you can track leads, quotes, follow-ups, and daily sales performance more clearly.

1 view

Centralized client history

Faster

Follow-ups and quotes

Team

Shared visibility

Priority CRM capabilities

A useful CRM starts with simple needs executed well.

Sales pipeline

Visualize opportunities, current status, and next actions at every stage.

Quotes and follow-ups

Centralize documents, deadlines, and reminders to convert more prospects.

Actionable data

Interaction history, dashboards, and reporting tailored to your business.

CRM support levels

From simple structure to a CRM deeply connected to operations.

CRM Starter

To build a clean shared base.

Custom quote
  • Client records
  • Simple pipeline
  • Scheduled reminders

CRM Business

To follow sales and team performance more closely.

Custom quote
  • User roles
  • Business dashboards
  • Basic automation

Custom CRM

For processes specific to your organization.

Custom quote
  • Custom fields and workflows
  • API connections
  • Scalable maintenance

CRM deployment

We start from your field habits to build a tool your team will actually use.

01Audit

We analyze your sales cycle, pain points, and the information you need to track.

02Model

We build the records, pipeline columns, and user permissions.

03Configuration

We set up dashboards, automations, and useful integrations.

04Adoption

We train the team and refine the system based on actual usage.

SME CRM FAQ

Common questions before structuring your CRM.

Will the CRM stay simple for the team?

Yes. We first focus on simplifying daily actions with a clear, low-friction interface.

Can the CRM connect to our forms and emails?

Yes. We can connect forms, emails, WhatsApp, billing, and other tools to avoid duplicate entry.

Need clearer sales follow-up?

Show us your current organization and we will propose a CRM structure that fits your reality.