We connect customer, product and billing data in systems you own. Campaigns and customer follow-up run from the same record.
Built for production use, in accounts you control.How it starts
Clients include
Founding Expert Partner
The customer record
Product use, plan, ownership and the decisions already made sit on one record, ready before a call.
AccountUpdated todayNorthwind Labs
Team plan · 42 of 50 seats · renews 14 December
Product use by week
Last agreed decision
New trials from this company go straight to the account owner. Agreed with the revenue lead on 12 August.
Approvals
Prices, contracts and anything a customer sees wait for a person to approve them.
OperationsTue 10:12Done automatically
Three signups joined to Northwind Labs.
OperationsTue 10:40Waiting for you
Renewal quote for Halden Systems.
Demo data.
Decisions
When your team agrees how something should work, the system applies it the next time the case comes up, with a note of who agreed it and why.
Campaigns run with account research, lead capture and follow-up connected, and responses sit next to product activity and billing.
Cloud cost savings
We partnered with their go-to-market team to build and run the revenue system, from outbound to inbound lead routing in Attio.
Marketing, revenue and customer teams work from the same information.
Built for
Rebuild the CRM around accounts, leads and opportunities, migrate the records and get the team using it while selling continues.
Built for
Connect users, workspaces and companies. Route qualified signups to the right sales or success owner.
Built for
Bring data together so the team can ask business questions and inspect the records behind the answer.
Built for
Prepare account research and first-contact drafts, with source context and approval before sending.
“Super fast replies, highly competent people, and a smooth collaboration throughout.”
“We now have the exact CRM we have been dreaming of for years.”
Where it starts
Book a free 20-minute call with Alex or Josh. Bring a project or a problem you want to work through.
We discuss how the business works today, then propose the implementation, delivery stages and first useful milestone.
How the first milestone works Book a call, opens the 20-minute booking page in a new tabWe agree the implementation scope, fee and milestones before starting. Optional ongoing service is priced separately, according to the work, volume and support it covers.
No. You can commission the implementation with documentation and a handover, then run it with your own team or another provider. If you choose our ongoing service, we agree its scope, fee and start date separately.
We keep useful tools and replace the brittle connections between them, including Zapier or Make workflows that have become hard to trust. We migrate in stages while your team keeps running the business.
You own your data, client-specific code, configuration and documentation. The repository, database and services run in accounts you control. You can develop the system with us or another team. Shared components and third-party licences are documented separately.
With the ongoing service, bring changed launch dates, audiences or account rules to the shared Slack channel. We update the affected workflows and retain the decisions for future work. Monitoring, maintenance and improvements follow the agreed scope.
Programmes may run over 30, 60 or 90 days, with useful systems introduced along the way. We agree the first live milestone after reviewing the scope, access and data.
