Setup for your business

We configure the CRM around how your business works

You get a system that is ready to work in — with your sales stages, fields, permissions and automations. All your team has to do is start selling.

What's included

  • Process review

    We look at how your sales run today: where requests come from and who does what at each step.

  • Pipelines and fields

    We build stages around your process, remove what is irrelevant and add what the default configuration lacks.

  • Permissions and roles

    Everyone sees their own: a manager their customers, a head of sales the whole team, an accountant the money.

  • Basic automation

    Automatic tasks, notifications and lead distribution rules, so routine stops eating selling time.

How we work

  1. 1

    Call and review

    We discuss your processes and agree on what the result should look like.

  2. 2

    Configuration

    We build the system around your scenarios and show it working on your data.

  3. 3

    Adjustments

    We refine it after the first days of real use — some things only become clear in practice.

  4. 4

    Handover

    We show your team how to work and leave short instructions behind.

Frequently asked questions

How long does it take?

Basic configuration usually takes a few days. The timeline depends on the number of pipelines, integrations and users.

What do you need from us?

One call to review the process and a contact on your side who can answer questions as we go.

What does it cost?

The price depends on the scope. Describe the task in the form and we will estimate it and give you a timeline.

Tell us about your task

Describe what needs doing and we will reply with an estimate and a timeline — usually within one working day.