CRM & Lead Tracking Tools
Simple CRM views for leads, deals, tasks, notes, and pipeline status.
A CRM shaped around your sales motion — not a bloated platform your team avoids. Pipeline, tasks, and notes in one lightweight app. MVP ships first — typically within 5–10 business days using AI-accelerated design and build. After launch we iterate on feedback, add phase-2 features, and can stay on retainer for maintenance and ongoing improvements.
Leads sit in inboxes, follow-ups slip, and nobody trusts the pipeline number. A focused CRM fixes visibility. We ship an MVP first so you see value in days, then improve and maintain it with you.
Typical investment
From $9,500
MVP in 5–10 business days · iterate & maintain after launch
- Sales process & stage definition workshop
- Contact & company records with custom fields
- Kanban pipeline board (your stages)
- Tasks & due dates on deals
- Notes & activity timeline per lead
- Lead source tracking on create
- Basic email templates from CRM
- CSV import from spreadsheets
- Pipeline value & win-rate summary
- User roles: rep vs manager views
- Staging with sample data
- Team onboarding call
- Phase-2: automations, scoring, integrations
Built for these teams
B2B sales teams
Agencies tracking deals
Local service businesses
What you get in the build
Pipeline boards
Stages that match how you actually sell.
Task & follow-up
Due dates, owners, and reminders built in.
Lead source tracking
Know which channel produced the deal.
Sales process & stage definition workshop
Contact & company records with custom fields
Kanban pipeline board (your stages)
Tasks & due dates on deals
Notes & activity timeline per lead
Lead source tracking on create
Basic email templates from CRM
CSV import from spreadsheets
Pipeline value & win-rate summary
User roles: rep vs manager views
Staging with sample data
Team onboarding call
Phase-2: automations, scoring, integrations
How we deliver crm & lead tracking tools
Discovery & MVP scope
We define the smallest useful version — must-have workflows only — so MVP ships fast. AI helps draft user stories and specs from your kickoff call.
UX & architecture
Wireframes and data model you approve before code. We optimize for speed-to-MVP while leaving room for phase-2 expansion.
MVP build
Core features live on staging in days. AI accelerates boilerplate; senior engineers review every integration and auth path.
Launch & iterate
MVP goes production. We gather feedback, prioritize improvements, and can continue on retainer to maintain and extend the product.
