Question 1

We already have a CRM but the sales team does not use it. What changes?

Accepted Answer

When salespeople avoid a CRM, the reason is usually the same: it gives them nothing and only produces reports for management. We start from the other end - we work out what makes their own job easier: calls in one click, proposals generated automatically, reminders that arrive on their own. Control becomes a by-product. Two or three salespeople are involved during the project and give feedback.

Question 2

Will it work with our existing telephony?

Accepted Answer

In most cases yes. The main telephony providers here expose an API, so calls can be started from the system and recordings attached to the client record. Before we start we review your provider's documentation and give a definite answer. If there is no API, we propose alternatives.

Question 3

Can we migrate our existing client database?

Accepted Answer

Yes. We migrate from Excel, another CRM or even phone contacts. A trial migration is run first so data quality is visible up front: duplicates, empty fields and bad formats. Cleaning work is quoted separately.

CRM system

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What is included

What is not included

Integrations

How we build it

Questions and answers

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