Understand the problem
We learn about your business, current workflow and desired outcome. A short message is enough to start.
The outcome
Solution details
We map where enquiries arrive, how deals progress and who owns the next step. This defines the pipeline, customer record and handoff rules.
We start with essential operations: finding a customer, updating a deal, assigning an action and seeing its status. History imports and integrations are assessed after reviewing source data and APIs.
01
Deal pipeline
✓02
Customer records
✓03
Tasks and reminders
✓04
Stage reports
✓Our process
A clear process. A shared goal.
Know what is happening at every stage of your project.
Agree on a solution
We define the scope, cost, timeline and acceptance criteria. Everything is agreed before development starts.
Build and hand over
We develop, test your workflows and walk you through the result. You receive source code, access and instructions.
FAQ
Common questions
Can customer records be imported from spreadsheets?+
First we review an anonymised sample: fields, duplicates, relationships and deal history. Mapping and validation rules are agreed before importing. Keep the source data until the import has been verified.
How do I know whether I need a custom CRM?+
Describe where enquiries are lost and what the current system cannot handle. Configuring an existing CRM or improving a spreadsheet may be enough. Custom development makes sense when essential workflows need specific logic and justify ongoing maintenance.
SHAMDANDiscuss a project
Have a project in mind?
Tell us about your workflow and the result you need. This service will already be selected in the form.