01Customers & revenue · CRM
A CRM is the one place a company keeps everything it knows about the people it sells to: who they are, what was said, what was offered and what happens next.
We build it to order, around the way you work, or extend and connect the one you already have.
01What it is
A sales team without a CRM runs on memory, inboxes and a spreadsheet that one person understands. Leads are followed up twice or not at all, a deal stalls and nobody notices for a month, and when a salesperson leaves, their customers leave the company's knowledge with them.
An off-the-shelf CRM solves that for a company that sells the way the product assumes. A custom CRM is for the company that does not: long, technical sales, dealer and distributor networks, sales tied to stock or production, or a process the team already runs well and does not want bent to fit a tool.
02What it includes
01
Every enquiry from every source lands in one queue: the website form, the phone, the trade show, the dealer, the marketplace. Each is checked for duplicates, scored, assigned to a person and given a next step, so no lead depends on someone remembering it.
02
People and the companies they belong to, kept once. Roles, sites, parent and subsidiary relationships, preferred terms and the history of every conversation, so anyone picking up the phone knows who they are speaking to.
03
Your real sales stages, with the rule for moving a deal from one to the next. The pipeline shows what is truly moving, what is stuck and for how long, which is what a forecast should be built from.
04
Each deal as a record of its own: what is being offered, to whom, at what value and likelihood, who is competing, what was promised and what is blocking it. Quotes, documents and approvals attach to the deal they belong to.
05
Calls, emails, meetings, visits, complaints and orders on one timeline per customer. The relationship is the company's, not one employee's.
06
The follow-up nobody remembers to send, the task created when a stage changes, the reminder before a renewal, the hand-over to delivery when a deal is won. Rules you can read and change, not hidden scripts.
07
Built to do the reading a salesperson has no time for: summarise a long thread before a call, pull the commitments out of meeting notes, flag deals that have gone quiet, suggest the next step and draft the email. Every suggestion shows what it is based on, and a person decides.
Buy, extend or build?
Buy a standard CRM if your sales process is ordinary and you are happy to adopt the tool's way of working; it will be cheaper and faster. Extend the one you have if the gap is one missing workflow or one integration. Build when the process is your advantage, when per-user licences have grown past the cost of ownership, or when customer data must stay on your own servers.
Where intelligence fits
Intelligence in a CRM earns its place by saving reading and typing, and by noticing what a busy team misses. It is built to work on your own records, on infrastructure you control, and to explain each suggestion. It does not replace the judgement of the person who knows the customer.
03What it works with
Part of a family
Customers and revenue: One record of every customer, from first click to repeat order.
04How we build it
Listen
You describe the work and where it hurts. We look at the systems and the data you have now.
Specify
A written specification: what the system does, what it does not, what it connects to and how we will know it works. A clear quote before any work starts.
Build in stages
A working piece at each stage, on real data, so you steer early. The part that matters most comes first.
Move the data
Existing records mapped, cleaned of duplicates and reconciled against the old system before anything is switched off.
Hand over
Training, documentation and the keys. Your team can run it, and we keep it working for as long as you want us to.
Customers, products, suppliers, people and stock are each defined once. A second system joins the first; it does not start a competing copy.
Your own servers, a private cloud or a cloud account that belongs to you. Customer, employee and financial data stays on infrastructure you control.
You own the code, the data, the configuration and the documentation. There is no licence fee to us and nothing stopping another team from taking it on.
05Questions
Questions about CRM
Writing down how your team actually sells, designing the records and stages around it, building the screens people will use daily, moving the existing data across cleanly, and connecting the result to email, billing and the systems around it. You see working pieces at each stage.
Yes, and it usually should. A salesperson who can see stock, credit status and open invoices from inside the customer record sells better than one who has to ask three departments.
It is migrated: mapped to the new structure, cleaned of duplicates and dead records, and checked against the source before the old system is switched off.
Not unless you choose that. The system can run local language models on your own infrastructure, so customer records never leave it.
Guides
Plain-language guides on the problems this work solves.
Rather talk it through? Tell us the problem in a few lines and a person will answer it.
Ask us →Tell us how the work runs today.
How the work runs today, what the system must do and what it has to connect to. A person reads it and replies honestly about whether to buy, extend or build.
Contact
Tell us what you want the swarm to do. We'll tell you honestly whether it can — and what it would take.
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