CRM setup & CRM automation for companies

From spreadsheet sprawl to a central, automated CRM with an overview of your entire sales pipeline.

Where customer data gets lost today.

Many companies with considerable revenue have no working CRM system.

  • Customer data scattered across spreadsheets, email inboxes and notes
  • No overview of the sales pipeline and open opportunities
  • Standard software such as Microsoft Dynamics is often too expensive or too complex for the actual need
  • Customer follow-ups are forgotten or delayed
  • No link between the CRM and other processes such as quotes or invoices

How we build your CRM.

01

Requirements analysis

Which processes the CRM actually has to cover.

02

System selection or build

Choose a suitable CRM system or develop one specifically.

03

Data migration

From existing spreadsheets and systems, transferred in a structured way.

04

Automations

Follow-ups, reminders and status updates, automatically.

05

Training & handover

Your team confident in daily use of the new system.

What is included.

Requirements analysis and system recommendation
Data migration from existing sources
Automated follow-ups and reminders
Connection to quoting and invoicing processes
Pipeline and status overview
Training and handover to the team

Link to B2B distributors and quote­automation

Your CRM can be connected directly to distributor and key account data and to our quote automation. Sales history and quotes then sit in one central place instead of being spread across different tools.

Result: customer data is central, up to date and accessible to the whole team. Follow-ups no longer get lost, and the sales pipeline becomes visible.

Start transparently.

Starter package
€1,780 net / 20 hours

€89 net per hour. We start with 20 hours and work through analysis, system setup and initial migration in order of priority. No fixed-price promise for a finished result; after the 20 hours, you decide whether and how to continue. All prices net, plus VAT; offer exclusively for businesses within the meaning of Section 14 of the German Civil Code (BGB).

Frequently asked questions.

Do we absolutely need a new CRM tool?

No, we first check whether an existing system can be sensibly extended.

What happens to our existing spreadsheet data?

It is migrated in a structured way, nothing gets lost.

Does a custom-built CRM make more sense than standard software?

It depends on the requirements. For very specific processes, a custom build can be cheaper and a better fit.

How long does the rollout take?

It depends on the scope. A first working core is usually built within the 20-hour starter package.

Can several employees work at the same time?

Yes, that is a basic requirement for a working CRM.

Where are you losing track of your customers right now?

In a free intro call, we assess your situation and show where automation helps most.

Free intro call