Accounts, Contacts & Leads
Unified profiles, dedupe rules, enrichment hooks, activity timelines, and merge flows to keep data clean.
Solutions
Users
CRM Solutions
Pipelines, contacts, tasks, messaging, and analytics — a CRM that matches how your teams actually sell.
Rep adoption ↑
Data hygiene workflows
Role-based access (RBAC)
Pipeline & forecast accuracy
Email/SMS/WhatsApp sync
Rep adoption (weekly active)
≥ 85%
Lead response time
< 10 min
Stage hygiene (SLA on-time)
≥ 90%
Forecast accuracy (±)
≤ 10%
Win rate
↑ release-over-release
Time-to-first-meeting
↓ 25–40%
Churn / Renewal risk flagged
100% high-risk accounts
Google Workspace
Microsoft 365
Twilio
WhatsApp Business
HubSpot
Mailchimp
Klaviyo
Typeform
Segment
RudderStack
Snowflake
BigQuery
Mixpanel
PostHog
Plausible
Stripe
Paystack
Flutterwave
Zendesk
Intercom
Freshdesk
Google Drive
Dropbox
Overview
We design and build CRM platforms that keep reps focused and leadership informed. From lead capture to renewal, every stage is modeled to your motion — inbound, outbound, PLG, partner-led, or field sales. Expect clean data, automations that save time, guardrails that keep compliance happy, and dashboards that make revenue health obvious.
Highlights
Rep adoption ↑
Data hygiene workflows
Role-based access (RBAC)
Pipeline & forecast accuracy
Email/SMS/WhatsApp sync
At-a-glance
Rep adoption (weekly active)
≥ 85%
Lead response time
< 10 min
Stage hygiene (SLA on-time)
≥ 90%
Forecast accuracy (±)
≤ 10%
Win rate
↑ release-over-release
Time-to-first-meeting
↓ 25–40%
Churn / Renewal risk flagged
100% high-risk accounts
Key Features
The capabilities that make this solution perform in the real world.
Pipelines & Stages
Configurable pipelines with stage-specific requirements, SLA timers, and weighted forecasts.
Scoring & Segments
Fit/intent scoring, smart segments, saved filters, and list-building that stays in sync with reality.
Multichannel Messaging
Send/receive email, SMS, and WhatsApp from one place; templates, sequences, and tracked replies.
Tasks & Meetings
Tasks, reminders, meeting notes, and calendar sync so next steps never fall through the cracks.
Automation & Playbooks
Triggers, webhooks, and playbooks for handoffs, renewals, and post-demo follow-up — all auditable.
Dashboards & Forecasts
Team/rep dashboards, cohort views, pipeline health, and roll-up forecasts for weekly reviews.
Security & Permissions
RBAC/ABAC, field-level visibility, approval flows, and audit logs for compliance and vendor reviews.
Integrations
Email/Calendar, VOIP, marketing tools, billing, and data warehouses — with stable contracts and retries.
Custom Objects
Model your world: deals, quotes, subscriptions, assets — with relationships and reporting.
Localization & Territories
Multi-currency, time zones, territories, round-robin assignment, and data residency options.
Mobile-Ready
Fast mobile views with offline notes, quick actions, and on-the-go logging for field reps.
How it works
From discovery to delivery—clear phases, stable outcomes.
Designed for Adoption
Fewer clicks, clear next steps, and useful defaults. Reps log what matters because it helps them close — not because they’re forced.
Your Motion, Not a Template
Inbound, outbound, PLG, partner, field — we map your stages, rules, and signals so the CRM reflects reality.
Forecasts You Can Defend
Weighted opportunities, stage hygiene, and consistent notes make weekly forecasts credible and actionable.
Automate the Busywork
Sequences, reminders, enrichment, and handoffs trigger automatically — with audit trails for every change.
Secure & Compliant
Least-privilege roles, PII scoping, encryption, and export controls keep regulators and customers confident.
Operate with Insight
Dashboards and reviews turn noise into signals. You’ll know which plays, channels, and reps are working — and why.
Integrations
Plays nicely with your stack.
Google Workspace
Microsoft 365
Twilio
WhatsApp Business
HubSpot
Mailchimp
Klaviyo
Typeform
Segment
RudderStack
Snowflake
BigQuery
Mixpanel
PostHog
Plausible
Stripe
Paystack
Flutterwave
Zendesk
Intercom
Freshdesk
Google Drive
Dropbox
Use Cases
- B2B Sales (SMB → Enterprise)
- PLG + Sales Assist
- Partner & Channel Sales
- Customer Success & Renewals
- Field Sales & Onsite Visits
- Support-to-Upsell Handoffs
- Account-Based Marketing (ABM)
- Quote-to-Cash Workflows
- Territory & Lead Assignment
- Post-Sale Onboarding
FAQs
- Can you migrate us from an existing CRM?
- Yes. We plan mappings, dedupe and merge rules, import history, and redirects for links embedded in docs or bookmarks.
- How customizable are pipelines and fields?
- Completely. Pipelines, stages, required fields, validation rules, and territories are all configurable per team.
- Do you integrate email and calendars?
- Yes. We sync email threads, meetings, and tasks, and we can enforce logging through add-ins or smart BCC.
- How do you keep data clean?
- Dedupe, enrichment hooks, validation at capture, and hygiene playbooks with alerts when records go stale.
- Is forecasting included?
- Weighted forecasts with roll-ups, scenario filters, and notes. Weekly review views make gaps and risks visible.
- What about permissions and privacy?
- RBAC/ABAC, field-level visibility, territory scoping, audit logs, and exports with approvals.
- Do you support CS and renewals?
- Yes. Health scores, playbooks for risk, QBR workflows, and renewal opportunities tied to product usage signals.
- Can we connect billing and product data?
- We integrate billing (Stripe/Paystack/Flutterwave) and product analytics (Mixpanel/PostHog) to power lifecycle views.
- Mobile support for field reps?
- Lightweight mobile views with offline notes, quick logging, and geo-tagged visits for territory reporting.
- How do we start?
- We run a short discovery to map your motion, data model, and KPIs, then deliver a validated pipeline slice first.
Pricing
Pick the engagement that matches your pace.
CRM Foundation
From $6,000 3–4 weeks
- • Accounts/Contacts/Deals
- • 1–2 Pipelines & stages
- • Email/Calendar sync
- • Roles & permissions
- • Dashboards baseline
Stand up a usable CRM fast with guardrails.
Revenue Suite
From $10,000 6–8 weeks
- • Automation & playbooks
- • Lead routing & scoring
- • Forecasts & reviews
- • Data hygiene workflows
- • Integrations (2–3 systems)
Level up with automation and reliable forecasts.
Enterprise Motion
From $15,000 8–12 weeks
- • Custom objects & reporting
- • Territories & approvals
- • CS/renewals workflows
- • Data warehouse sync
- • Security & audit posture
For complex teams and strict compliance.
Ongoing RevOps
From $5,500 per month
- • Backlog & roadmap
- • Pipeline hygiene & training
- • Experimentation & A/B tests
- • Data QA & enrichment
- • Quarterly business reviews
Keep the system healthy as teams scale.
Ready to build with CRM Solutions?
We’ll shape a clean path from brief to launch.