You already have a CRM
You have a CRM, but it doesn't fit your process and the team loses time on repetitive work? We fit the system to your process so reminders, emails and documents create themselves, and the CRM exchanges data with accounting and telephony.
We work with Pipedrive, Zoho, monday.com, Freshsales, Airtable and other CRMs.
Clear stage criteria and required fields, so manager reports show the full picture.
Reminders, follow-up tasks, emails and documents in one click.
Leads from your website, Meta and Google land in the CRM and reach the right rep.
The CRM exchanges data with accounting, ERP, telephony and your website.
We merge duplicates and fill in company details automatically from the company code.
Calls and emails become CRM records, and AI reminds reps what to do next.
Free CRM audit
In a 45–60 minute call we look at how your team works in the system. Within 2 working days we send, in writing, what to fix first.
Audit excerpt
| Problema | Ką daryti | Kada |
|---|---|---|
| Etapai neturi aiškių kriterijų | Kiekvienam etapui aprašyti, kada sandoris į jį patenka ir kada išeina | Dabar |
| Sandoriai be kito žingsnio | Kito kontakto datą padaryti privalomą, vadovui rodyti „miegančius“ sandorius | Dabar |
| Įmonių dublikatai | Sujungti pagal įmonės kodą, rekvizitus pildyti automatiškai | Vėliau |
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We'll reply and agree on a time for the call. You'll get the audit within 2 working days after it.
For companies that already use a CRM.
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Integrations
We have connected CRMs with these systems. Most often we sync client, product and invoice data.
An ERP integration also needs the team that maintains your ERP, so before we start we check that it can work the way you need.
Start with a free CRM audit. In a 45–60 minute call we review the settings and the process, and within 2 working days we send a list of what to fix. We usually find 15–20 improvements.
Often the problem turns out to be in the CRM settings, so there's no need to change the tool.
Yes. We have connected CRMs with Rivilė, Odoo, B1, Saskaita123, Asana, Tele2 and Telia telephony, Aruodas, Meta and Google Ads, website forms, Mailchimp and WhatsApp. Most often we pass client, order and invoice data so nobody has to enter it twice.
An ERP integration also needs the team that maintains your ERP, so before we start we check that it can work the way you need.
Anything that doesn't need a human decision. We most often automate:
Support for the first 15–60 days, depending on the project scope, is included in the price. We watch how the team uses the system, help users and adjust the system to real work.
After that there's no mandatory annual fee: you pay for changes by the hours actually worked, with a breakdown on each invoice.
In 30 minutes we'll work out what to change first and what it would cost. No commitment.