A CRM built around how a technology business actually sells

The client

A technology business with a growing pipeline of leads and conversations to manage.

The challenge

The business's pipeline lived in a spreadsheet-style database. It held useful history, but also typos, inconsistent industry labels, contacts missing surnames and a LinkedIn field holding an email address. Website enquiries had to be copied in by hand, so follow-ups depended on someone remembering.

The approach

Fix the data while moving it, and design the system around the questions the business asks every week: who needs a follow-up, which deals are going quiet and where each lead came from.

The solution

We built a custom CRM and migrated 150 records across companies, contacts, activities and opportunities, correcting data issues on the way. It includes:

• A drag-and-drop pipeline board
• Record pages that roll every activity up to the company
• AI summary cards for each contact, company and deal
• A settings area for custom fields and follow-up rules
• An assistant that searches activity notes
• Website enquiries that arrive as leads automatically, with spam protection

The results

One clean record of every lead and conversation, with no re-keying from the website and clear prompts for who needs a follow-up next.