Enterprise
CRM that Scales
Customer relationship management for service-based industries, SMEs, and US and EU regulatory compliance. We deliver CRM solutions for a singular source of information for sales, service, and customer success.
What you are agreeing to
- Live in
- 30 days
- Your team's time
- 8.5–15h
- Ownership
- Yours
From kickoff to running in production, not to a first draft.
Across the whole build. The rest is on us.
Every account and credential in your name from day one.
Lead Entry
New prospect data is saved automatically.
Deal Tracking
Seeing exactly where every sale stands today.
Auto Follow-up
Sending messages so you never lose a lead.
Deal Closed
Finalizing sales and tracking your revenue growth.
Scattered data. No single source of information.
Client and customer data lives in spreadsheets, email, and multiple tools. Nothing connects.
Service-based and niche businesses need industry-specific workflows - off-the-shelf CRM does not fit.
US or EU regulations and compliance requirements add complexity. Manual tracking is risky and does not scale.
How It Works
From assessment to deployment, we align CRM with your industry and compliance needs.
Assess
We map your workflows, compliance requirements, and integration needs.
- L4
What sales use
The pipeline view, the next action, the one screen a rep opens between calls. If it costs them time, it will not be used.
- Pipeline
- Mobile
- Inbox sync
- L3
Signal
Scoring, routing and alerts. Decides which lead is worth a human this hour, so nobody works the list top-down.
- Lead scoring
- Routing
- Alerts
- L2
Capture
Every channel writes here automatically — web, WhatsApp, phone, forms. Nothing depends on a rep remembering.
- Forms
- Calls
- L1
Customer record
One contact, one history, one truth. The layer that makes the three above worth building.
- Contacts
- Accounts
- History
Features
Industry-Specific
CRM built for professional services: project tracking, client lifecycle, and revenue by client or practice.
US and EU Regulatory Compliance
Structures and workflows that support US and EU regulations and audit trails for your industry.
Revenue & Pipeline
Unified pipeline and reporting so you see true revenue and forecast accurately.
Integrations
Connects to your calendar, email, and automation so CRM stays current without manual entry.
“Scattered data means scattered decisions.”
Made to order CRM solutions for your business.
Read the enterprise CRM case studyOne Source of Information
All client and customer data in one CRM, tailored to your industry and compliance requirements.
Compliance and audit requirements supported by structure and reporting.
Integrations and automation keep data accurate and teams focused on delivery.
Revenue and pipeline visibility so you see true revenue and manage forecasts accurately.
The thirty days
What the month actually costs you
Not what it costs us — you can see the price on the pricing section. This is the part nobody publishes: how many hours of your week it takes, what we need from you and when, and what exists at the end of each one.
across the whole build
- Day 00.5–1h of your time
The call, and the answer to whether this is worth doing
Thirty minutes. You bring the bottleneck that costs you the most; we map it and tell you what removing it would take, including what it would cost. If the answer is that you do not need us yet, we say so — that has happened and it will happen again.
What exists at the end
- A written scope with a price range, not a proposal deck
- An honest read on whether automation is your actual constraint
What we need from you
- Thirty minutes
- Rough monthly lead volume and where leads come from
- 1Week 13–5h of your time
Audit and blueprint
We get read access to what you already run — CRM, inbox, calendar, forms, whatever the stack is — and trace a real enquiry end to end. Most of what we find is not what anyone expected, which is why this comes before any building.
What exists at the end
- A map of every place a lead currently stalls, waits or gets re-typed
- The system architecture, written down and agreed before a line of it is built
- A fixed scope: what is in, what is explicitly out
What we need from you
- Read access to your current tools
- One session walking us through how the work is done today
- Whoever actually answers enquiries, for thirty minutes
- 2Week 22–4h of your time
Build, against your data
The capture, qualification and routing layer gets built and connected to your real accounts — not a sandbox. You get a link to a working environment at the end of the week and can break it on purpose, which we encourage.
What exists at the end
- Capture live across every channel you use
- Qualification running against your rules, in your words
- Routing and notifications wired to the right people
- A staging link you can test yourself
What we need from you
- Write access to the tools we agreed in week 1
- Your qualification rules — who is a good lead, who is not
- An hour reviewing the staging build
- 3Week 32–3h of your time
Automation and follow-up
Booking, CRM writes, reminders, follow-up sequences and the reporting layer. This is the week the system stops being a form and starts being an operator.
What exists at the end
- Calendar and booking automated against real availability
- CRM records created and updated with no re-typing
- Follow-up and reminder sequences, in your tone
- A dashboard showing what the system did, in plain numbers
What we need from you
- Sign-off on the message wording — it goes out under your name
- Availability rules and who covers what
- 4Week 41–2h of your time
Launch, handover, and the part most agencies skip
We run live traffic through it with a human watching, fix what surfaces, then hand it over properly. You get the credentials, the documentation and a recorded walkthrough — the system is yours whether or not you keep us on support.
What exists at the end
- Live, with the first week monitored
- Every credential and account in your name, not ours
- A recorded walkthrough of how to change things yourself
- A written runbook: what to do when something breaks at 2am
What we need from you
- An hour for handover
- A decision on ongoing support — optional, either way
Frequently asked questions
Enterprise CRM is customer relationship management built for larger or regulated organizations. It supports industry-specific workflows, compliance and audit trails, and integrations across sales, service, and marketing so you have one source of truth for client and customer data.
We configure CRM structures and workflows to match your industry and region—audit trails, consent tracking, and reporting that support regulatory requirements. Data stays in one system so you can demonstrate compliance and respond to audits efficiently.
Yes. We connect your CRM to calendar, email, messaging, and other systems so data flows in automatically. That reduces manual entry and keeps pipeline and client history accurate across teams.
Professional services, hospitality, and other service-based industries that need a single source of information for sales, service, and customer success—especially when compliance or multi-team coordination is required.
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