CRM & sales technology
From first contact to closed deal: lead lifecycle, pipeline, activities, attribution and reporting. Smart CRM is the product expression of this expertise; we also apply it to bespoke systems and to existing CRMs.
TYPICAL SITUATIONS
What we hear most often.
Leads scattered across inboxes, spreadsheets and tools
No way to trace a deal back to the campaign that created it
A pipeline that does not match the real sales cycle
Reporting rebuilt by hand every month
CAPABILITIES
What we put in place.
Grouped by domain rather than presented as a flat list, so it stays readable.
CRM
The relational and commercial foundation.
- CRM implementation
- Custom CRM workflows
- Lead lifecycle
- Contact management
- Opportunity management
- Pipeline design
- Activity tracking
- Customer segmentation
- Multi-brand CRM
- Custom CRM modules
- CRM integrations
- Data migration
- CRM automation
Sales technology
Equipping commercial performance.
- Lead capture
- Enrichment integrations
- Qualification workflows
- Opportunity scoring
- Pipeline automation
- Sales dashboards
- Follow-up automation
- Conversion analysis
- Sales activity analytics
Marketing & attribution
Connecting marketing spend to revenue.
- First-party lead tracking
- UTM attribution
- GCLID capture
- GA4 integration
- Google Ads conversion integration
- Server-side conversion signals
- Conversion feedback to the CRM
- Marketing dashboards
- Campaign-to-revenue attribution architecture
- Consent-aware tracking architecture
Customer service
Extending the relationship after the sale.
- Support portals
- Ticket management
- Automated triage
- AI-assisted classification
- Response assistance
- Knowledge bases
- Customer histories
- Escalation workflows
- Service dashboards
- SLA monitoring architecture
- Email-to-ticket workflows
DELIVERABLES
What you actually receive.
- A sales data model aligned with your real sales cycle
- A documented attribution chain, from source to signed deal
- Follow-up and routing workflows live in production
- Dashboards sales leadership can actually use
A project, a process, a product to build?
Describe your context. We come back to you with a technical read and the options available.