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You bought a CRM, and your sales team still lives in a spreadsheet?

Off-the-shelf tools have a hundred fields and not the three you need. I’ll build a CRM around how you actually sell: your stages, your fields, and a “call today” list that says why.

Book a call→

Show me the spreadsheet your reps really use. The first call is free.

01 The cost

What it’s costing you today

An off-the-shelf CRM teaches you its process. Your reps already have one.

  • 1Fields nobody fills in
    The tool asks for data you don’t have and has no room for the data you do.
  • 2A spreadsheet next to the CRM
    The real pipeline lives in one rep’s file. When they leave, so does the file.
  • 3Forgotten quotes
    A quote went out three weeks ago. Nobody followed up.
  • 4A fee for every seat
    It grows with your team, while half the features sit unused.
02 Example, illustrative numbers

Before → After

Before

Five reps, an off-the-shelf CRM and a spreadsheet on the side. Quotes tracked in a file, reminders on their phones. An hour-long meeting every week just to figure out who has what.

After

One CRM with the company’s own stages and fields. Leads come in on their own from email and the web form. Every morning each rep sees a “call today” list with reasons, and you see the pipeline without a meeting.

03 Fit

What we set up around your sales

We start from how you sell today. The software adapts to you, not the other way around.

  • Sales stages Your names and your order, e.g. site visit, quote, contract, install. Confident
  • Client and deal fields Only the ones you use. The rest never shows up on screen. Confident
  • Where leads come from Email, web form, phone, referral. Entered automatically wherever possible. Confident
  • Reasons to call A quote with no reply, a deadline coming up, a returning client. Confident
  • Roles and views Reps see their own deals, you see everything. Sign-in with 2FA. Confident
  • Data from your old tool? Clients and history moved over at launch. Needs a check
04 Steps

How it works

  1. Step 1

    Call

    You show me how you sell today: the spreadsheet, the old CRM, the notes.

  2. Step 2

    Plan

    Stages, fields, roles and screens written down. A fixed price before we start.

  3. Step 3

    Build

    A first preview after a week, the whole thing usually in 2–4 weeks. I move your data and hook up email, calendar and invoicing.

  4. Step 4

    Support

    New fields, stages and reports as your sales process changes.

05 Tools

What I connect it to

06 Next

See also

07 Pricing

How billing works

  • A fixed price after the planAfter our call I write up the scope and give you one number. It only changes if you change the scope.
  • Two paymentsHalf up front, half on delivery. Bigger projects are paid in the stages from the plan.
  • IncludedRevisions until delivery, EU hosting, and the code and data are yours once it’s delivered.

A pipeline with one role is less work; several roles, a data migration and integrations are more. I’ll give you the number after we talk.

How many reps and how many sales stages? That’s what sets the price. Book a call→

08 Straight talk

When it’s not worth it

  • 1An off-the-shelf CRM does almost everything you need. I’ll tell you which one and how to set it up.
  • 2One person does the selling and a spreadsheet is enough.
  • 3Your sales process is still taking shape. Let’s settle it first.

Already have a CRM and can’t decide whether to fix it or replace it? I’ll give you a straight answer. Book a call→

09 FAQ

Questions

Why not an off-the-shelf CRM?

Often it’s enough, and then I’ll say so. A custom one makes sense when you sell differently than the tool assumes, or you’re paying for features you don’t use.

What about the data in our current CRM or spreadsheet?

I move it over at launch, along with any history you want to keep.

Does it work on a phone?

Yes, in the browser, nothing to install. A rep out in the field sees their own list.

Who owns the code?

You do, along with the data, on servers in the EU.

How long does it take?

A first preview after a week, the whole thing usually in 2–4 weeks. You’ll get a date in the plan.

10 Call

Let’s talk

Pick a time. It helps to have the spreadsheet you track clients in today.

Pick a day

Time zone: Europe/Warsaw