Service · Enterprise Systems
CRM Solutions
We set up CRM solutions that bring customer records, conversations, quotes and sales follow-up into one system that your team will actually use.
What this service means
A CRM (customer relationship management system) keeps everything about a customer in one place: who said what and when, which quote was sent, which step is pending. A well-built CRM shows where sales get stuck, reminds people to follow up and stops customer knowledge from leaving when an employee does.
How we approach it
Process: we lay out your sales flow step by step, from lead to payment. Choice: together we decide whether an off-the-shelf platform or a custom solution fits better. Setup and migration: we clean and transfer existing customer data. Adoption: we train the team and simplify based on usage data.
What we deliver
- Customer and contact cards, conversation and task tracking
- Quotes, approvals and a sales pipeline view
- Email, phone, web form and accounting integrations
- Sales and customer reports
- Data migration, training and support
How it is done today
Modern CRMs go beyond record keeping; they remind and suggest, showing which customer has not been contacted for a while or which quote is waiting. We add AI features that summarise meeting notes and suggest the next step while protecting the privacy of customer data. We are building the customer and quote modules of our own platform, TechLiberty One, on this experience.
Who it is for
For businesses with a growing sales team that keep customer information in email, phone and spreadsheets, and for B2B companies with long, multi-step quoting processes.
(01) Our approach
We design a CRM by watching a day in the life of your sales team, not by drawing screens, and leave out every step that demands extra data entry.
(02) More services
Other services in this group
- API IntegrationInstead of moving data by hand between accounting, e-commerce, payment, shipping and your own applications, we let it flow automatically through secure, traceable integrations. View service
- ERP SolutionsWe set up ERP solutions that connect your sales, purchasing, stock, warehouse and finance processes and are configured to your business. View service
- Database ManagementWe design, speed up, back up and monitor databases, so your data is both safe and quickly available when you need it. View service
- Systems Analysis and DesignBefore any code is written, we clarify requirements, data and architecture with you, and plan how the project will be built and how long it will take while reducing uncertainty. View service
- Project ManagementWith short cycles, regular demos and a clear plan you can check at any time, we run your project within budget and schedule, without surprises. View service
- Cloud SolutionsWe move your applications to the cloud, set up release pipelines without downtime and tune cost and performance to how you actually use them. View service
Let's talk about it.
A short brief is enough. Tell us what you need and we will work out where to start together.