The foundation of sales follow-up
Sales pipeline
Stages, qualification criteria and loss reasons aligned with your cycle.
An explicit stage, an owner and a next action for every opportunity.
Products & operations
A CRM built around the way you sell.
Connect leads, proposals, teams and follow-ups in one solution tailored to your workflow. Every opportunity has a clear next step.
PIPELINEClear overview. Useful actions.
Demo records6
Follow-up stages3
Fictional companies6
To qualify2
Atelier HorizonDigital project
Demo
Studio RivageBusiness platform
Demo
In discussion2
Maison NoroDigital project
Demo
Collectif AlbaBusiness platform
Demo
Proposal2
Forma NovaDigital project
Demo
Atelier QuartzBusiness platform
Demo
From first enquiry to project follow-upSynthetic preview
Start with the friction.
Requests arrive through different channels, follow-ups depend on personal spreadsheets and stalled opportunities go unnoticed. A CRM brings information together and makes ownership visible.
Concrete deliverables
A shared view of the customer journey.
Company & contact records
Contact details, history and consent with role-based access.
Tasks & follow-ups
Next actions, assignment and authorised reminders.
Proposals & tracking
Proposal preparation and status tracking.
Data & audit
Controlled imports, exports and logs for sensitive actions.
A clear agreement on scope.
Included in the agreed project
- Sales process mapping
- Data model and permissions
- Agreed data migration and business acceptance testing
Separate decisions or dependencies
- Contact enrichment without an authorised basis
- Unapproved campaigns or automated messages
- ERP or accounting replacement outside the agreed scope
Delivery
From the first decision to a usable result.
- 01
Describe the sales cycle
Define stages, required information and ownership.
- 02
Validate with sales users
Test search, records and follow-ups with anonymised data.
- 03
Migrate and support adoption
Check imports, grant access and document everyday use.
Questions about this service
Do we need to replace our existing CRM?
Not necessarily. A companion portal or better integration may be enough. We first assess the limitations of the current system.
Are follow-ups sent automatically?
Only when rules, consent and channels are approved. Sensitive actions can require user review.
Your next project
Start with what you want to improve.
Tell us about your context and priorities so we can define the scope, dependencies and next steps.