Salespeople still work in their own Excel files
You pay for HubSpot or Salesforce licenses and the team keeps contacts in personal spreadsheets. When someone leaves, their accounts leave with them and nobody knows how the last call ended.
The problem
Why your current CRM isn't working
The symptoms we see every week at SMEs with 10 to 200 employees. If any of them sound familiar, let's talk.
Your CRM and ERP don't talk to each other
You create the customer in the CRM, again in the ERP to invoice, and again in the online store. Three customer masters with different data, and nobody knows which one is right.
Nobody knows what's in the pipeline
You ask for the quarterly forecast and it takes three days to build by hand. Opportunities get updated the day before the sales meeting, not when things actually happen.
Website leads that get lost
A form comes in, lands in a generic inbox and someone looks at it 48 hours later. By then the lead has asked three competitors for a quote. Your website and CRM aren't connected.
Paying per user hurts
Every new user pushes up the subscription. You end up giving access only to salespeople and leaving out customer service, operations and management, who also need to see the customer record.
Reports nobody reads
The CRM comes with 200 preset reports and none of them answer your questions: profitability per salesperson, conversion by source, the real reasons for lost deals. You end up exporting to Excel every Monday.
Our solution
A CRM that adapts to how you sell, not the other way round
We implement the right tool for your size and sales process, and connect it to the rest of your operations. Without forcing you to change how you work.
We choose the tool that fits your case
If you already have Dolibarr ERP, we extend it with its CRM module. If you need a full suite, we go with Odoo. If you want lightweight open source, EspoCRM or SuiteCRM. If your process is unusual, custom development. We make the decision with you after an assessment.
Pipeline, automations and real templates
We model your actual sales stages (not the textbook ones) and automate follow-ups, lead assignment and reminders. Email and quote templates ready to go, so salespeople don't lose 20 minutes on every send.
Integrated with your ERP, website and email
A single customer master synced with invoicing. Website forms create leads automatically. Gmail or Outlook inboxes connected so every email is linked to the right opportunity.
Dashboards you'll actually use
We build the reports you really need: live forecast, conversion by source, activity per salesperson, reasons for lost deals. Viewable on mobile for management and team leads.
Software we implement
CRM software we implement
We work with open-source solutions and our own development. No partner commissions, and no getting locked into one vendor.
Dolibarr CRM Recommended
Our recommendation for SMEs that want (or already have) an open-source ERP. The same software for customers, opportunities, quotes, orders and invoices, with no duplicate master data.
- No per-user license fees
- CRM and ERP on a single database
- More than 100 official modules
- Verifactu and SII compatible (Spanish tax compliance)
Odoo CRM
The powerful option when you need a full suite: CRM, marketing, ecommerce, inventory and HR in the same ecosystem. Good UX and a solid mobile app.
- Integrated suite of 30+ modules
- Visual automations
- Native mobile app
- Free Community edition
SuiteCRM
The successor to SugarCRM, 100% open source with no license fees. Designed for mid-sized sales teams with well-defined processes and a need for deep customization.
- Advanced workflows
- Customization studio
- Modules for long B2B sales cycles
- Very active community
EspoCRM
A lightweight, fast open-source CRM with a modern interface. Ideal if you're coming from Excel or from a heavyweight CRM nobody uses, and you want something the team will open every day.
- Clean, fast interface
- Low resource usage
- No-code customization
- Free Community edition
Custom CRM (Laravel + Vue/React)
When your sales process doesn't fit any standard: complex configurators, multi-level commissions, integration with machinery or legacy ERPs. We build only what you need.
- 100% tailored to your process
- No modules you don't need
- Your own API for integrations
- No vendor dependency
Implementation
Phased implementation, no surprises
The same proven method: we work in short blocks so your team never loses its day-to-day rhythm.
01
Sales discovery
Two or three sessions with management, sales and customer service. We come away with a real map of your sales process, the friction points and the list of integrations required.
02
Configuration and customization
We model the pipeline, fields, role-based permissions, templates and automations in a test environment. We validate each block with you before moving on.
03
Migration and integration
We import customers, contacts and opportunities from Excel, HubSpot, Salesforce or whatever system you use. We connect it to your ERP, website forms and email inboxes.
04
Training and assisted go-live
Role-based sessions (sales rep, team lead, management) using real cases from your business. During the first few weeks we provide hands-on support so adoption doesn't stall halfway.
FAQ
Your CRM questions, answered
How long does a CRM implementation take?
For an SME with a standard sales process, it takes 4 to 8 weeks from discovery to go-live. If there's a complex integration with a legacy ERP or custom development, it can take 3 or 4 months. We give you a realistic timeline in the initial assessment.
Which CRM do you recommend if I already use Dolibarr as my ERP?
Dolibarr's CRM module, without a doubt. You share the customer, product and price list master data with invoicing, with no syncing and no duplicates. We activate only the modules you need and hand it over ready to use.
Can you migrate my data from HubSpot or Salesforce?
Yes. We export contacts, companies, opportunities, notes and activity history, map them to the new data model and load them. We also migrate from Excel, Pipedrive, Zoho or homegrown CRMs.
How much does it cost to run an open-source CRM compared with Salesforce or HubSpot?
The main saving is on per-user licenses. With an open-source CRM you can give more of your team access without adding individual licenses. You do need to budget for hosting and for maintenance and support; we review both with you and include them in a fixed-price proposal.
Does it work well on mobile for field sales reps?
Odoo has a very good native app. Dolibarr, SuiteCRM and EspoCRM run in the mobile browser with a responsive interface and are perfectly usable for checking records, logging visits and moving opportunities along. If we build a custom CRM, we design it mobile-first.
Who owns the data?
You do, always. With open source, everything lives on your server (or one of your choice), with full access to the database. No vendor lock-in and no export fees if you decide to change maintenance provider.
Can you connect the CRM to the website and the online store?
Yes, it's one of the most common integrations. Web forms create leads, ecommerce orders generate opportunities or customers in the CRM, and the unified record lets customer service see purchase and enquiry history. We handle it together with the integration with your ERP.
What if the team doesn't want to use the CRM?
It's the number one risk in any implementation. We drive adoption with role-based sessions, configure the CRM to help (not to police) and measure real usage during the first few weeks. If something doesn't work, we adjust it. The tool has to save salespeople time, not bury them in admin.
Let's get your CRM up and running in 6 weeks
Free initial assessment: we review your sales process and current tools, and propose the CRM that fits, with a fixed timeline and a fixed price before we start.