Move Beyond Excel: CRM Software Built Around Your Business
We bring your customers, leads, quotes and follow-up tasks into one system. Whether we set up an off-the-shelf CRM properly or build one around your business model, the goal is a system your team actually uses.
- Lead, quote, sale and after-sales tracking on one screen
- Automatic records from WhatsApp, web forms and email
- Visibility into team, tasks and performance
Let’s review your process
Tell us briefly what you do today. We will point out what can be automated and how — free of charge.
Still tracking customers in Excel and WhatsApp?
Customer data is spread across different Excel files
Nobody knows which lead is at which stage
Follow-ups on sent quotes are forgotten
When an employee leaves, customer history leaves too
Preparing a sales report takes hours
An off-the-shelf CRM was tried but the team never used it
We set up a CRM that fits how your team works
Most CRM projects fail not because of the software but because the setup ignores the process. So we design your sales and follow-up process first, then the software.
Process design
We define lead sources, sales stages, quote steps and user roles together.
Right platform
If an off-the-shelf CRM (HubSpot, Pipedrive etc.) is enough we set it up; otherwise we build a custom CRM.
Automatic data entry
Requests from WhatsApp, forms and email become CRM records automatically.
Tasks and reporting
Follow-up tasks, reminders and management dashboards make sure no customer is forgotten.
What a well-built CRM gives you
One customer record
Calls, quotes, documents and notes collect on the customer card.
No lost opportunities
Every lead has an owner and a next step.
Visible pipeline
See how many opportunities sit at each stage and where they stall.
Fast reporting
Sales and performance reports are ready instantly instead of compiled by hand.
Typical processes managed in a CRM
Lead management
Record and assign leads from ads, forms and WhatsApp with their source.
Quote tracking
Quote status, validity and follow-up reminders.
Sales pipeline
Stage-based opportunity management and win/loss reasons.
After-sales and renewals
Track contract, policy or subscription renewal dates.
Support records
Follow requests and complaints alongside customer history.
Management dashboards
Sales performance by team, channel and period.
What the CRM includes
- Customer-360 card (contacts, history, documents, notes)
- Lead and opportunity stages (pipeline)
- Quote creation and status tracking
- Tasks, reminders and calendar
- WhatsApp, form and email integration
- Roles and permissions
- Sales and performance reports
- Data import from Excel
Technologies we use
How a CRM project runs
- 01
Process analysis
We review your sales flow, the files you use and the roles involved.
- 02
Off-the-shelf or custom?
We recommend an off-the-shelf setup, a custom CRM or a hybrid based on your needs.
- 03
Setup / build
We prepare fields, stages, automations and screens.
- 04
Data migration and integration
We import existing data and connect WhatsApp, forms and email.
- 05
Training and the first 30 days
We train the team and refine the system based on early usage.
Similar work we have delivered
Acentem Takip
Insurance Agencies · Divsoft Product
Customer, policy, quote, renewal and collection processes were brought together on one platform. Critical work such as renewals and overdue payments became automatic work lists, and customer communication moved to a single recorded channel.
Read the case studyEndüstri Tedarik
Industrial Supply · B2B / B2C E-Commerce
Quote-only products and cart products are managed on one platform without mixing the two flows. Every quote request is tracked as a company-linked record through its stages, and preparing, generating and sending the PDF quote happens in a single panel.
Read the case studyİzy Dentiste
Dental Clinic & Health Tourism
The most common questions about treatments, timing, support services and contact options are gathered into a clearer pre-contact experience.
Read the case studyCombined with CRM
Frequently asked questions
Off-the-shelf or custom CRM?
If your sales process is standard and the team is small, an off-the-shelf CRM is usually faster and cheaper. If your process is unique, needs industry-specific fields or per-user licenses get expensive, a custom CRM can make more sense. We review the need first and give an impartial recommendation.
Can we import our Excel customer data?
Yes. We clean and map your Excel files and import them, reporting duplicates and missing fields before migration.
How long does custom CRM development take?
A mid-size CRM typically takes 6–10 weeks. Setting up an off-the-shelf CRM can be faster.
What if the team doesn’t use it?
That is the most common risk. We keep screens simple, reduce manual entry with automation, train the team and refine the system based on usage in the first 30 days.
Let’s move your customer tracking into one system
In the free analysis we review how you track customers today and tell you honestly whether an off-the-shelf or custom CRM suits you.