IT consultancy
Pain
Quotes assembled document by document, each one from scratch.
Solución
Quoting engine with service catalog, versions and internal approval.
Quote the same day, from the catalog
Case · B2B services
Custom CRM development for companies that sell B2B services
Custom CRM development for a sales process that doesn’t fit a template: one pipeline the team actually updates, quotes out the same day, follow-up that fires on its own, and the ERP and invoicing you already run connected to it.
The CRM nobody fills in
Off-the-shelf CRMs are built for transactional sales. B2B services sell something else: a scope that has to be priced, a contract that has to be tracked and a delivery that keeps generating work after signature. When none of that fits, the team goes back to the spreadsheet and the CRM ends up as a report written after the fact.
- Pipeline split between a spreadsheet, the inbox and memory
- Quotes rebuilt by copy-pasting the last one
- Follow-up that only happens when someone remembers
- CRM and ERP holding two versions of the same client
What we build
A CRM shaped like your sales process
CRM with your pipeline, not a generic one
Stages, owner, next action and probability defined by how you actually sell, not by a template. Management reads the forecast in the system instead of rebuilding it in a spreadsheet.
- Pipeline configurable by service line or account type
- Weighted forecast by stage and probability
- Views by rep, vertical or account size
Accounts, contracts and service orders
The client record doesn’t end at the sale: renewals, contract terms, the service orders each project generates and the support tickets that follow all live in the same place.
- Contract management with expiry and renewal alerts
- Service orders and tickets tied to the account
- Full history: quote, contract, delivery, invoice
Automated follow-up
Email and WhatsApp sequences by pipeline stage. The rep steps in when the client replies, not before.
- Sequences by pipeline stage
- Auto-pause when the client replies
- Templates with merge fields and personalization
CRM integration services
The ERP, the electronic invoicing system and the tools your team already lives in, connected to the CRM so nobody types the same client twice.
- Bidirectional sync with your ERP
- Invoice issued when the opportunity closes
- Email, calendar and WhatsApp on the same record
CPQ: the quoting engine on top of your CRM
We don’t sell a CPQ product; we implement yours. Your service catalog, your pricing rules and your approval matrix become custom quoting software running on the CRM and ERP you already have.
- Configuration, pricing and quoting with versions and approvals
- CPQ implementation over your current CRM or ERP
- Quotes shared by link, with open tracking
Typical situations
What we see in production
B2B services company
Pain
Onboarding on spreadsheets, every new client a manual checklist.
Solución
Automated quoting plus onboarding with visible checkpoints.
3× faster onboarding
Industrial services company
Pain
Client data typed twice; CRM and ERP never agreed.
Solución
Bidirectional CRM–ERP integration with invoicing on close.
One client record, no duplicate data
FAQ
What B2B companies ask us
Do we have to drop the CRM we already use?
Not necessarily. If the licensed CRM works for your team, it stays and we add what’s missing — quoting, contracts, follow-up — through CRM integration services. We replace it when the licence is being paid for a process the tool can’t model.
What about our electronic invoicing?
We integrate with the issuer you already use, so the invoice goes out when the opportunity closes and carries the quote’s data. If you issue directly with the tax authority in your country, that works too.
How does a project start?
Our CRM implementation services start with a 30-minute audit of how you sell today. From there you get a fixed-scope proposal within 48 hours, and we build in weekly sprints, each closing with a demo you can actually use.
What if our sales process changes every year?
That’s exactly why it’s worth building. Pipeline, stages, quote templates and approval rules are configuration, not code: you change them yourself. It’s the main reason a rigid SaaS ends up abandoned.
Do you work as a CPQ consultant, or do you sell a CPQ product?
As a CPQ consultant and implementer. We don’t resell a licence: we map your pricing and approval rules and build the quoting engine on top of your own CRM or ERP, so the data stays in your systems and the logic changes when your pricing does.
Ready to boost your business performance?
Let's talk about building it together. No commitment.
No commitmentResponse within 24hProposal within 48h