Your challenges
The cost of having no CRM
Most professionals lose between 15 and 30 % of revenue due to non-existent or scattered client tracking.
15–30 % lost
Scattered data
Excel, notebooks, voice notes, memory — no unified view, constant errors and time wasted searching for information.
3 months idle
Clients who vanish
Without a follow-up, a client inactive for 3 months becomes a lost client. Nobody thought to call.
Zero traceability
Invisible history
When a colleague takes over or a dispute arises, nobody knows what was said or when.
Up and running in 3 steps
01
Audit & configuration
02
Migration & training
03
Active automations
01
Audit & configuration
We analyse your existing client flow and configure the CRM to match how you work — not the other way around.
- Analysis of your sales cycle
- Fields and pipelines configured for you
- Ready-to-use follow-up templates
02
Migration & training
We import your existing contacts and train your team in one to two sessions. Immediate adoption, no resistance.
- Import of your data (Excel, paper, old CRM)
- Training in 1 to 2 sessions
- Manual and support included
03
Active automations
Follow-ups, reminders and pipelines run in the background, without any action on your part.
- Auto follow-ups via WhatsApp or email
- Calendar reminders and opportunity tracking
- Automatic weekly reporting
Complete client profile: contact details, history, notes and preferences in one click
Segmentation by sector, status or frequency for targeted actions
Sales pipeline and real-time opportunity tracking
Automatic follow-ups via WhatsApp or email for inactive clients
Multi-user access with customisable permission levels
Reminders and sync with your calendar (Google Calendar)
Dashboard and reporting: activity, conversion rate, trends
Full export · your data always belongs to you