A CRM built around how you actually sell.
Pipelines, properties and permissions mapped to your real sales process, not the default setup.
Six services. One revenue system.
Services
CRM & revenue systems for SMBs
Missed handoffs, duplicate leads, reports that disagree. We make the leaks visible, then rebuild the system underneath.
Sound familiar?
Leads arrive twice
Follow-ups drift
Reports disagree
Web forms vanish
Teams stop trusting the CRM
1 in 2
Inbound leads are never contacted a second time.
Velocify · 3.5M-lead study
A missed follow-up doesn't feel like much on a Tuesday. By the end of the quarter it's lost margin.
The build menu — five doors
Most businesses need one or two of these done properly — not all five. The diagnostic tells you which.
01
Build the source of truth people actually use. HubSpot, Salesforce, Pipedrive, Zoho — configured around your real pipeline, roles and service model, not a demo account's.
Explore CRM →Your pipeline, your stages
Enquiry
→
Quote
→
Won
02
Move clean. Launch with confidence. Migration is not copy-paste: field mapping, deduping, lifecycle cleanup, validation and training.
Plan the migration →Every field gets a decision
Contact name
→
Contact name
Lead status (x3)
→
Lifecycle stage
Old_notes_2019
×
Archived
03
Give the repetitive work to the machine. Lead routing, quote follow-ups, renewal signals — judgment and closing stay with humans.
See RevOps →Rules, not memory
Lead arrives
→
Owner in seconds
Quote sent
→
Day 3 nudge
Customer replies
→
Sequence stops
04
The back office should run itself. Invoicing, reconciliation, document flows, onboarding — done without eating anyone's week.
Automate the admin →Quote-to-cash on rails
Deal won → project created
Done
Deposit invoice sent
Done
Payment reconciled in Xero
Running
05
A website built properly, on the platform that fits. WordPress, Webflow, Square — and custom builds when the job outgrows the off-the-shelf ceiling.
See website development →Enquiry form
Lands in the CRM with an owner
What changes
We rebuild the path customers actually travel — so the answer to “where did that lead go?” becomes “we know exactly what happens next.”
A buyer doesn't care which tool owns the next step. They only feel whether your business is sharp, responsive and consistent. Revenue operations, if you want the industry word — we'd rather show you the work.
What the system does
38%
fewer manual handoffs
2.7x
faster first response
90d
to full adoption
Typical range across current engagements, from workflow consolidation to CRM adoption.
Case study · E-commerce services
A CRM, an online store, a billing system and a spreadsheet — four versions of one customer, and four reports that never agreed. We mapped where each record came from, picked one source of truth and rebuilt the sync behind it.
Read the work →CRM
Sarah Mitchell
Online store
s.mitchell
Billing system
S Mitchel
Spreadsheet
Sarah M (old)
→
One record
Sarah Mitchell
Industries we've worked with
Where it leaks — Marketing agencies
01
The Monday numbers argue — spreadsheet, tracker and memory all disagree.
02
The proposal drifts while you pitch the next one.
03
The renewal is a surprise it shouldn't have been.
From leak to owned
Proposal drifts
→
Aging alert + owner
One call. We map what's leaking before anything gets built.
