CRM & business management

What we can build.

• Sales CRM
• Project workspace
• Order management

Minimum package includes

• Contacts, companies and deals with one sales pipeline
• One administrator role and one team-member role
• Tasks with owner, due date and status
• One dashboard with up to 3 agreed metrics
• Import of one clean CSV file with up to 500 rows
• One revision round, deployment and source-code handover

Package boundaries & extra costs

• Email inbox sync, telephony, invoicing and third-party integrations are additional
• Data cleanup and custom reports are quoted separately

We first define the audience, core workflow, data and management needs. The proposal specifies the deliverables, integrations, acceptance criteria and launch arrangements for your project.

Build, adapt or extend

We can develop a new product, adapt a suitable existing foundation or improve a system you already operate. White Label availability and licensing are assessed for the chosen foundation.