CRM

Panels that keep customers, quotes and the pipeline in one place.

U14 · Software · Operations

A CRM is only worth what the sales team actually puts into it. That’s why the screens are derived from how the team already works: nobody fills in extra fields, and every customer’s latest status is visible at a glance.

What gets built

  1. 01Customer and company records
  2. 02Sales pipeline and stages
  3. 03Quotes, meetings and tasks
  4. 04Email and notification flows
  5. 05Sales reports

Frequently asked

Can my existing Excel lists be imported?

Yes. Customer and quote lists are mapped, cleaned and imported; duplicate records are filtered out along the way.

Let’s reserve a slot in the rack.

Describe your project in a few steps and we’ll prepare a written proposal with scope, timeline and an infrastructure plan.

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