Configured to your processes
Pipelines, fields, mandatory stages and automated tasks — matched to how your team actually sells.
Already have a CRM, but still collect enquiries by hand? We set up pipelines and tasks, connect your website, phone system and business tools, and help the team start using it.
Discuss your requirementsWe first identify where enquiries arrive, who handles them and what information each stage needs. We configure pipelines, fields, permissions, tasks and notifications. Integration planning includes API availability and data exchange rules; migration includes field mapping and validation samples. Before the switch, we test everyday workflows with your team.
Pipelines, fields, mandatory stages and automated tasks — matched to how your team actually sells.
We review the old database and agree field mappings and duplicate rules. We run a test migration before the switch.
We connect CRM to website forms, phone systems and the services you need. Before starting, we check which data each system can share.
Role-based training, guides and post-launch support — so the system does not end up as just another unused app.
This is what the work can include. We will decide what your project needs together and agree the scope before starting.
You see the work at each stage and can ask questions. Your technical lead helps with decisions, and the weekly update shows what is done and what comes next.
We trace an enquiry from first contact to payment and find where leads and managers' time get lost.
We set up pipelines, fields, roles, permissions and automation scenarios: tasks, reminders, lead distribution.
We connect telephony, your website, messengers, email and accounting so data flows into the CRM automatically.
We clean and migrate contacts, companies and deals from previous systems while preserving the full history.
We train managers and team leads, hand over guides and support the team through the first weeks of work.
Explore the design, pages and details of a LONCH project.
Cost, preparation and project support.
We first check the platform, plan, APIs and permissions. Then we identify supported integrations, configuration options and any additional modules needed.
We agree deal-management rules, walk through workflows for each role and prepare instructions. After launch, we address questions from real use.
The cost depends on workflows, design complexity, integrations, data migration and available materials. After clarifying the brief, we define the scope and estimate. The budget is agreed before development starts.
We review the scope, external dependencies and content readiness before agreeing milestones. If you need an earlier release, we define which functions belong in the first version.
We provide 30 days of support after release and help with launch issues and team questions. Further features and product development are planned separately.
Tell us which system you use and what gets in the way. We will review the setup and suggest the next steps.
Discuss a project