Service
CRM implementation and sales automation
A CRM is only useful when every lead lands in it and managers do not spend the day on manual entry. We set up the CRM around how your team sells today and automate everything that repeats.
What we solve
- Leads from the website, forms, messengers, and ads in one stream
- Rule-based lead routing, tasks, and deadline control
- Deals, contacts, and companies synced between the CRM and other systems
- SLA control: first response time, overdue tasks, loss reasons
- Required fields so a deal cannot move forward on guesswork
How the work goes
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01
Diagnostic
A free 20-30 minute session, then a 60-90 minute interview and a map of the current process with its loss points.
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02
Design
The target design: steps, roles, statuses, triggers, and rules. We agree on the list of automations before work starts.
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03
Launch
We build and test scenarios with error handling and logging, put them into production, and sign off the result against a checklist.
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04
Support
After launch you can add Lite, Standard, or Pro support: response time on business days is up to 24 hours, up to 6 hours on Pro.
What we work with
SalesDrive, KeyCRM, NetHunt, Pipedrive, HubSpot, Zoho CRM, LP-CRM, RemOnline, plus Airtable or Google Sheets as a starter database.
Pricing
Foundation: 1-2 key processes in a 30-day sprint, from €1,200. OS Start: up to 10 scenarios in 6-8 weeks, from €12,000. OS Scale: up to 20 scenarios in 10-12 weeks, from €23,000. The second 50% is paid only after implementation and acceptance. We fix the exact scope and price after the diagnostic.
All packages and pricesFrequently asked questions
Which CRM should we choose?
The one that fits your process and budget. Often the CRM you already have, or even a spreadsheet as the database, is enough. We recommend after the diagnostic, and the service is registered to you.
What if the team will not use the CRM?
We build the system around how the team works today instead of forcing new habits. OS Start and OS Scale include training for key users.
Can you migrate data from our old CRM?
Yes, through an agreed import. We fix the migration scope and format at the design stage.
Other services
Tell us about your process in a free diagnostic: we will show what to automate first and what it will cost.