live platform · your process
Client-configured CRM
Your team has outgrown the spreadsheet, and the per-seat CRM quote grows with every hire — for software that still does not match how you sell.
The platform already exists and is in production. What I build for you is your process on top of it.
Configured to your process
Every deployment starts from the live platform and is shaped to the way your team already sells:
- Pipeline stages and lead status values
- Closing-reason codes mapped to how you actually report lost deals
- Field labels and German UI wording in your own terminology
- Selection of the five workspace views (lead list, companies, appointments, follow-ups, closed deals)
- Saved filter and sort views per role
- Management reporting layout
- Follow-up rules — timing, ownership, escalation
- Campaign attribution stamped at send time
- Mailbox connection with your own domains, or bring-your-own OAuth client with encrypted credential storage
- User accounts and role-based visibility
Delivery
Requirement session
A recorded call or written brief; I work from the transcript, not the wish list.
Written specification
Sent back for your sign-off before anything is built.
Data preparation
Existing lists cleaned first: deduplication, encoding repair, phone and salutation normalisation.
Build and configuration
Walkthrough
Plus a short written handover document.
Support window
A one-time build and configuration fee plus hosting — instead of per-seat monthly pricing.
Book a call and walk me through your current pipeline — the first step is a written configuration spec for your sign-off.