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A focused CRM workspace

Customer thread

You want a contact history without searching across several files. We configure a focused CRM setup around your way of working.

Digital serviceSetup and handover
A project shaped around you.
THE STARTING POINT

Why this service?

The starting point is your vocabulary, not a catalogue of features. We define the stages you actually use, the information that matters and who keeps it up to date.

IN PRACTICE

Give every contact a next step.

Qualify
Discuss
Proposal

Concept demonstration — not a customer result or a real assessment.

How the work takes shape

In a solution agreed together, we configure one pipeline, up to ten custom fields and three views. A limited test import lets you validate the journey. A handover session completes the work.

Illustrative example: a contact moves from qualification to proposal with a clear next action. The demonstration contains no real customer data.

What you receive

  • One pipeline with agreed stages
  • Up to ten fields and three views
  • A test import of up to one hundred contacts
  • A short guide and a handover session

What we prepare together

  1. 01The chosen tool or appropriate access
  2. 02Anonymised sample contacts
  3. 03Your intended sales stages

Clear boundaries

One CRM workspace and pipeline. Licences, paid connectors, marketing campaigns, large-scale cleansing and custom development are excluded.

Useful questions

Are CRM subscriptions included?

No. You subscribe directly; required fees are identified before approval.

Can you import our whole database?

A test sample of up to one hundred contacts is included. A larger migration needs a separate quote.

ALSO WORTH EXPLORING

Another piece of the project.

Form and notification setup

Entry point

Ask the right questions and route enquiries to the right place.

From€1,300