Custom CRM built with AI.
Turn sales spreadsheets and procedures into a simple CRM built around the way you sell.
Design your CRMThe starting
information.
- Sales spreadsheets
- Sales stages
- Team rules
Authorised sources, connected to your operating instructions.
Custom CRM
- Contacts and opportunities
- Pipeline and next actions
- Team views and reports
Prepared according to your rules and review process.
The work today
For some businesses, a spreadsheet is too limited and a standard CRM is too complex. Contacts, deals and reminders remain scattered across tools the team struggles to use.
What we automate
We start with an AI-assisted prototype, including vibe coding where useful, and tailor its contacts, pipeline, tasks and views. Before operational use, we verify data storage, permissions, backups and integrations. More complex requirements move into a custom development project.
What you gain
A streamlined CRM aligned with your process, with the information and actions your team actually needs.
Your control
The sales owner validates the workflow. A prototype becomes a shared tool only after its functions and data handling have been checked.
Where it makes a difference
Sales teams managing relationships, proposals and opportunities with digital tools.
Bring this workflow
into your business.
We define the sources, expected result and boundaries of a first pilot together.