Sales Automation & CRM in Oss

Why here

A licensing track on Pivot Park outlasts the average job tenure around it. That imposes a requirement most CRM configurations never meet: the system has to remember more than stage and value — it has to hold the scientific context. Which assumption was tested, which phase stalled, what exactly was agreed in that conversation eighteen months ago. Without that, a successor starts over and the deal is lost to staff turnover rather than to substance. In the second Oss layer, the family firms on the industrial estates, the problem sits in the migration. Customer history lives in the memory of someone who has been there twenty-five years, and in a folder of quotes. The question is not how to move everything across, but what to take. We build that data model, configure it and hand it over — your company owns it, code included.

No list of offices — just honesty: we work remote-first and come on-site where it truly matters, by plane if that is what it takes. Travel costs are charged on.

Our approach

As it genuinely runs, not as it should: that is how your sales process gets mapped first, then translated into fields, stages and the rule for when a deal moves on. Once that is settled you see a first design running, something you click through rather than review. Then we agree which history comes across and which fields are deliberately left behind, and connect whatever removes the most manual work — usually mailbox, calendar and the quoting flow.

Frequently asked questions

  • Our deals run for years and the contact changes along the way. How does a CRM hold that?

    By separating the deal and the organisation from the individual. Every conversation gets a short note with the trigger, the objection and the agreed next step, and those notes hang off the track rather than off a mailbox. If your contact leaves, or someone on your side moves on, their successor can read back what was discussed and why it went quiet. In a multi-year track that matters more than any report.

  • We are a family business and do not want to be locked into a subscription we cannot leave.

    You will not be. Your company owns what we build, code included, and at handover you receive the source code and the documentation. The data in the system is yours regardless. Use, hosting and continued development run on a monthly licence; if that ends, ownership of code and data stays entirely with you — and we agree how the hosting transfer works before we start, not afterwards.

What you invest depends on what we build. The homepage says where it starts.

See the ways we work together

Read on

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