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Capability · Software engineering

CRM & sales systems

Sales systems shaped around the way a team actually sells: who to call next, what happened on the last call, which follow-up is due and which deal is waiting for a signature. Leads arrive from forms and imports, follow-ups run on rules the business sets, and every call, email and meeting lands on one timeline.

2 projects

What we build

  • Lead capture, imports and sales territories
  • Call queues, follow-ups and reminders that run on rules
  • Pipelines, proposals and signatures in one place
  • One timeline for every call, email and meeting

Where it shows up

Where we have done it

  • Live
    Client projectVerified

    Fort Healthcare Solutions website and operations platform

    Medical billing & revenue cycle company · Virginia, USA

    A new website for a U.S. medical billing company, and the operations platform built to run its sales, client work, people and pay.

    13service pages on the new website

    Custom software · Chatbots · Automation

    View project
  • In-house buildVerified

    AI lead-response automation

    In-house build · sales & marketing automation

    A lead submits a form and gets a personalised email in moments, while the CRM is updated and the team is alerted.

    0manual steps from form to follow-up

    Automation

    View project

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Talk to us about CRM & sales systems.

Tell us what you're trying to build. We'll reply with how we'd approach it, and which of the projects here are closest to it.

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