Workflow-first systems
CRMs that match your real-world workflow.
We translate how your business actually operates into a CRM that feels natural, automates the boring parts, and gives you clean data.
Best for sales, ops, and service teams buried in manual work · Typical engagement: 3-8 weeks
What you get
Outcomes you can expect from an engagement.
- A CRM data model mapped to your real process, not the other way around.
- Automations for follow-ups, notifications, and handoffs between teams.
- Integrations with billing, email, support, and internal tools.
- Reporting that you can actually trust to make decisions.
A good fit if…
When this service tends to deliver the most value.
- Teams buried in spreadsheets, manual updates, or duplicate tools.
- Organizations that tried a CRM and abandoned it because it never fit.
- Leaders who want clean, actionable data - not vanity dashboards.
How we work
A typical engagement from first call to launch.
- 01Current-state process mapping and identification of bottlenecks.
- 02Design of entities, relationships, and fields that reflect your business.
- 03Implementation in your chosen CRM or a custom-built solution.
- 04Training, documentation, and iteration once your team is live.
Typical stack
Common tools and platforms we use for this type of work.
ZohoHubSpotCustom CRMZapier / MakeCustom APIs & Webhooks
Client impact
From scattered spreadsheets to a single source of truth.
We tend to get called in when teams are drowning in spreadsheets, ad-hoc tools, and a CRM that no one really trusts. By mapping the actual sales and operations process first, then shaping the CRM around it, we've helped teams recover lost opportunities and cut down on manual admin.
- A distributed sales team reduced manual data entry time by ~40% after we automated routine updates.
- A services business finally gained reliable pipeline visibility, enabling them to forecast hiring with confidence.
- One client consolidated three separate systems into a single CRM, eliminating double-entry and conflicting reports.