CRM improvement

A CRM that adapts to your team

We improve existing CRMs: leads, roles, statuses, tables, filters, import/export, integrations, automation and reports around the real team process.

CRM workspace with tables, statuses and automation flows

What CRM improvement includes

CRM improvements should remove workarounds, reduce manual steps and make data useful for management.

Process audit

We map the real lead path, team roles, statuses, filters and manual workarounds.

Statuses and roles

We add or improve statuses, stages, assignees, transition rules and manager actions.

Tables and filters

Tables, filters, search, sorting, saved views and exports become easier to use.

Integrations

Forms, websites, messengers, email, payments or external services can be connected through APIs.

Automation

Assignments, notifications, status updates, reminders and checks can run automatically.

Import and export

Imports, exports, validation and bulk updates reduce repetitive manual work.

Reports and analytics

Summaries, lead sources and dashboards help managers see the process clearly.

Safe release

We work carefully with existing CRM flows and check changes before release.

CRM improvement pricing

Packages differ by workflow count, integrations, role complexity and support scope.

START

For a small set of fixes or one problematic workflow.

from 30 000 UAH
  • task audit
  • up to 5 improvements
  • statuses or fields
  • table fixes
  • release check
  • short instruction

BUSINESS

For structured CRM improvement with several workflows and roles.

from 60 000 UAH
  • process review
  • up to 12 improvements
  • roles and permissions
  • filters and tables
  • import or export
  • notifications
  • test scenarios
  • release support

PRO

For complex CRM work with integrations, automation and reporting.

from 90 000 UAH
  • improvement backlog
  • API integrations
  • process automation
  • dashboards or reports
  • bulk actions
  • advanced roles
  • documentation
  • technical support

CRM improvement examples

Improvements are adapted to your current CRM, team roles and business priorities.

Sales team

Lead statuses, assignees, sources, filters, comments and quick manager actions.

salesleadsstatuses

Operations team

Order, trip or task tables with saved columns, filters, export and roles.

operationstablesroles

CRM with external services

Website, form, messenger or payment integrations so data is not copied manually.

integrationsAPIautomation

What clients value

Managers stopped keeping part of the process in spreadsheets.
Oleksandr · head of sales
The process was reviewed first, and only then the team changed the CRM.
Natalia · operations director
Website integration and notifications saved the team a lot of time.
Ihor · service company owner

Already have a CRM, but too much work is still manual?

Tell us what slows the team down: leads, statuses, tables, roles, integrations or reports. We will suggest a practical improvement plan.

Send a request

Describe the current CRM, issue and expected result. We will reply with a plan and estimate.