Keep every opportunity in view
CRM + API Foundation
One organized place for inquiries, customer details, follow-ups, and the next step on every opportunity.
Tailored to your workflow Scope agreed before setup Monthly review included
Built around your business
Make every lead visible, assigned, and easier to follow through.
We tailor your CRM to the way your business moves from a new inquiry to booked work and delivery. Your team gets a clear pipeline, useful customer history, and defined follow-up responsibilities, with connections to the tools you need.
What is included
- Connected inquiry intake
- Contact and company records
- A pipeline shaped to your sales process
- Tasks, ownership, and activity history
- Team permissions and audit history
- API connections and delivery handoff
Your consultation defines the exact setup, integrations, and scope before work begins.
Support after setup
A regular conversation.
A clear next step.
All services include a monthly one-hour Google Meet consultation to review the system, its results, and opportunities for improvement.
Discuss your businessQuestions, answered
Before we begin.
Do I need to replace my current CRM?
Not necessarily. We first assess whether your existing system can support the workflow you need. The proposal makes clear what will be improved, connected, or replaced.
What does API mean for my business?
An API lets your systems share information in a controlled way. For example, a website inquiry can create a customer record and a follow-up task without manual re-entry.
Can my existing customer records be brought across?
We review the format, quality, and volume of your data before agreeing migration scope, including how duplicates and missing information will be handled.
What support is included?
All services include a monthly one-hour Google Meet consultation to review results, discuss improvements, and plan changes. Delivery scope and operating costs are agreed in your proposal.