What we design
Customer and deal data models for your B2B process, funnel stages, automations (reminders, escalations, assignment), and integrations with email, telephony, billing, and reporting. RBAC and change audit matter for GDPR and internal control.
Integrations and reports
CRM as the source of truth for pipeline—we build sales and settlement reports on the same customer identifiers so numbers align with finance. Webhooks and APIs for partners and marketplaces.
Phased rollout
Historical data migration in a separate increment, pilot with one sales team, training, then scale across the organisation. Optional AI agents for lead qualification with human-in-the-loop.