Practice

CRM and Sales Technology Implementation

A CRM is more than a tool for tracking clients. It is the operating system of your sales department. When set up correctly, reps stop losing inquiries, leadership sees the real picture, and every decision is based on numbers rather than gut feel.

We do not simply "install a CRM". We build the digital infrastructure of your sales operation: from system selection and process design through integrations, analytics and tools that save the team time and lift conversion.

AI Augmentation

We connect AI tools to the CRM: automated lead qualification, call transcription and scoring, deal-probability forecasting, auto-summaries of correspondence and meetings. Reps spend their time on the client — not on filling fields and writing reports.

Developers Real Estate Agencies Furniture Brands

Selection and configuration

CRM selection and implementation

Choosing a CRM is not about comparing logos. The system has to fit your pipeline, sales cycle and industry specifics. We pick the platform, configure stages, automations and access rights — so reps work inside the system rather than around it.

CRM selection

A platform chosen for the job, not by the league table

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Analysis of current processes and system requirements
Platform comparison by functionality, cost and scalability
Compatibility assessment with your existing tooling
Recommendation with a clear rationale

CRM configuration

From data structure to access permissions

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Structural setup: deals, contacts, companies, products
Custom fields tailored to your specifics
Roles and access permissions
Data migration from the previous system or spreadsheets

Process documentation in the CRM

So everyone knows what to do at each stage

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Sales process documentation and translation into the CRM
Working standards for reps inside the system
Action checklists for each pipeline stage
Rules for qualifying and routing leads between team members

Pipeline and automation

Sales pipeline and automation setup

A pipeline is not a list of statuses — it is the logic of how a client moves toward a deal. We design stages so no inquiry stalls, reminders fire on time and routine tasks are executed without rep intervention.

Pipeline stage configuration

The logic of how a client moves from inquiry to deal

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Pipeline stages designed around your sales cycle
Stage-transition criteria
Mandatory fields and actions at each step
Separate pipelines for client or product types

Automation setup

Less routine — more time for clients

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Automated lead distribution between reps
Automated reminders and deal tasks
Automated emails and messages at key stages
Triggers for leadership: alerts on stalled deals and inactivity

Integrations

Communication channels and website integration

When every channel is wired into the CRM, no lead is lost: calls are recorded, conversations are stored, website inquiries land directly in the pipeline. The rep sees the full client history in a single window — no tab-switching.

Telephony integration

Calls inside the CRM — with recording and analytics

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Connecting IP telephony to the CRM
Call recording and storage setup
Automatic deal creation on inbound calls
Routing calls to the responsible reps

Messaging and email

WhatsApp, Telegram, email — all in one place

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Integration of WhatsApp, Telegram, email and other channels
All client conversations stored on the deal card
Message templates for typical situations
Reply to clients directly from the CRM

Website and landing pages

Inquiries flow into the pipeline automatically

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Connecting website and landing-page forms to the CRM
Automatic deal creation when a new inquiry arrives
UTM tags and traffic source captured automatically
Rep notifications on every new inquiry

Analytics and reporting

Dashboards, reports and end-to-end analytics

Without analytics a CRM is an expensive notebook. We configure dashboards and reports so leadership sees the state of sales in real time: where deals stall, which channels deliver and which reps perform.

Dashboards

The full sales picture on a single screen

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Dashboards for the head of sales and the owner
Pipeline visualisation: conversions, values, timelines
Rep activity panel: calls, meetings, tasks
Real-time metrics — without manual reports

Reports

Regular cuts of the key metrics

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Recurring reports: daily, weekly, monthly
Reports by rep, channel, product and segment
Automated delivery to email or messenger
Reports prepared for standups and reviews

End-to-end analytics

From the ad click to the closed deal

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Connecting ad accounts to the CRM
Tracking the customer path: from first touch to sale
Customer acquisition cost calculated by channel
Decision-grade data: where to invest budget and what to switch off

Advanced tools

Call tracking, speech analytics and AI

The next layer beyond a baseline CRM. These tools reveal where calls come from, how reps actually talk to clients, what AI can automate — and where the team is losing efficiency.

Call source tracking

Which channel drives calls — and which calls close

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Call-tracking system implementation
Calls linked to ad campaigns and sources
Call-to-deal conversion analytics
Integration with the CRM and end-to-end analytics

Speech analytics

Automatic analysis of sales conversations

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Automated call analysis system
Script adherence and communication-standard checks
Detection of problematic calls and recurring errors
Reports for leadership: who speaks how with clients

AI-powered tools

Automation, prompts and faster workflow

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AI assistants for inquiry handling and lead qualification
Auto-fill of deal cards from call recordings
AI prompts for reps: next best step, optimal moment to contact
Generation of proposals and templated replies

CRM and Sales Technology Implementation

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