Things we've built
A CRM people stopped avoiding.
The pipeline had 31 stages. Sales used four of them. Reporting was, generously, fiction. Here's what we changed, and the two ways we'd build it for you.
Try it
Flip between the old pipeline and the one people use.
Then open a record and press the button. The point isn't the stages, it's that the admin around the sale stops being somebody's evening job.
The pipeline
31 stages. Four got used.
Every one of these was somebody's good idea. Together they meant nobody trusted the numbers.
Open records
Hartley loft conversion
Sent 6 days ago, no reply
Next action
Chase the quote
Pick a record and press the button. The admin around the sale is the bit that gets done for you.
Two ways to build it.
Most people are better off with the first. Some genuinely aren't. We'll tell you which one you are before you spend anything.
Option one
Build on the CRM you already have
HubSpot, Pipedrive, Salesforce, Zoho, monday. We work with what's there, strip it back, automate the admin around it and connect it to everything else.
- Nothing to migrate, nobody has to learn a new tool
- Your team keeps the app on their phone
- Quickest route to people actually using it
- You keep paying per seat, and you live within what the platform allows
Option two
Build something bespoke
When the way you work doesn't fit a sales pipeline, we build the thing that does. Your stages, your language, your screens, nothing you don't need.
- Fits your job, not a generic sales process
- No per-seat fee that grows with the team
- Own the data and the roadmap outright
- Costs more up front, and it's yours to look after
You probably need this if...
The real pipeline lives in someone's head
Or a notebook, or a WhatsApp thread. The CRM gets updated on Friday afternoon, badly, if at all.
Reporting is a work of fiction
Deals sit in stages they left weeks ago, so the forecast is a number nobody would bet their own money on.
It takes ten clicks to log a call
If doing the right thing is slower than not bothering, people won't bother. That's not a training problem.
Nobody knows what happens next
You open a record and there's no answer to the only question that matters: what's the next thing I should do?
What we actually change.
Same four moves whether it's off the shelf or built from scratch.
Cut the stages back to what happens
A stage should mean the deal has genuinely moved. Everything else is a field, a tag or a note, not another column to drag things through.
Make the next action obvious
Every record shows one thing to do and when it's due. No hunting, no guessing, no deals quietly going cold.
Do the admin for people
Chasers, notes, follow-up dates, handovers, invoices. If a person is typing it into two places, it shouldn't be a person doing it.
Only ask for what gets used
Every required field is a small tax on the person selling. We keep the ones that show up in a report someone actually reads.
Got a CRM nobody opens?
Tell us what you're using and where people go around it. We'll say whether it's a tidy-up or a rebuild, and we won't pretend it's the expensive one if it isn't.