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From your process to the CRM in three steps.
We adapt to how you already sell and operate, or help you define it.
1
Discovery
We assess your improvement needs. If you do not have defined processes yet, we suggest how to build them.
- Interview with sales and operations
- Map of stages, owners and rules
- Definition of the reports you need to see
2
Configuration
We configure the tool according to the processes you defined.
- Boards and stages tailored to you
- Integrations: Meta, ERP, landing pages
- Users, permissions and quote templates
3
Go-live
We train your staff on the web and mobile versions, and support you at the start.
- Training for the sales and operations team
- Web version and mobile app
- Close support by chat