Process audit
We map the real lead path, team roles, statuses, filters and manual workarounds.
CRM improvement
We improve existing CRMs: leads, roles, statuses, tables, filters, import/export, integrations, automation and reports around the real team process.

CRM improvements should remove workarounds, reduce manual steps and make data useful for management.
We map the real lead path, team roles, statuses, filters and manual workarounds.
We add or improve statuses, stages, assignees, transition rules and manager actions.
Tables, filters, search, sorting, saved views and exports become easier to use.
Forms, websites, messengers, email, payments or external services can be connected through APIs.
Assignments, notifications, status updates, reminders and checks can run automatically.
Imports, exports, validation and bulk updates reduce repetitive manual work.
Summaries, lead sources and dashboards help managers see the process clearly.
We work carefully with existing CRM flows and check changes before release.
Packages differ by workflow count, integrations, role complexity and support scope.
For a small set of fixes or one problematic workflow.
from 30 000 UAHFor structured CRM improvement with several workflows and roles.
from 60 000 UAHFor complex CRM work with integrations, automation and reporting.
from 90 000 UAHImprovements are adapted to your current CRM, team roles and business priorities.
Managers stopped keeping part of the process in spreadsheets.
The process was reviewed first, and only then the team changed the CRM.
Website integration and notifications saved the team a lot of time.
Describe the current CRM, issue and expected result. We will reply with a plan and estimate.