In spreadsheets
Customers, quotes and orders in several Excel files. Everyone has their own version.
/// order in your data — crm · salesforce · zoho
Customers, quotes and processes scattered across Excel files, inboxes and people’s heads? We organise them in a CRM implementation — or fix and extend the system you already use.
/// sound familiar?
Customers, quotes and orders in several Excel files. Everyone has their own version.
One person knows the customer’s history. When they’re away, everything stops.
There is a CRM, but the team still works in spreadsheets. Data is incomplete and nobody trusts the reports.
Email, invoicing, messengers and CRM are disconnected. Data gets retyped by hand.
/// what we do
We gather information from spreadsheets, inboxes and people, design the data model and processes, then implement one system the whole team uses.
A CRM nobody likes, or a system full of duplicates? We audit it, clean the data, and add the missing features and integrations.
From spreadsheets, legacy systems and databases — validated, with history preserved.
CRM connected to email, e-signature, ERP and your tools (REST, MuleSoft).
Reminders, document flows, OpenAI chatbots, messaging over Viber, Telegram, WhatsApp and SMS.
Sales and operations KPIs in one place. No more counting by hand in spreadsheets.
/// from practice
An end-to-end implementation run by a single consultant: requirements, design, UAT and production release.
/// technologies and integrations
/// how we work
Workshops with your team, mapping sales and service processes. Output: documented requirements and scope.
Review of existing tools, data and integrations. Assessment of what to migrate and what to retire.
Platform configuration, data migration, integrations, user testing. Iterative, with stage sign-offs.
Intensive support right after go-live: rapid fixes, process tuning, working directly with users.
Ongoing care of the system: development, updates, support. An SLA matched to your scale.
/// about us
Salesforce for enterprise, Zoho for SMB — we match the platform to company scale. Process first, tool second.
The company is run by Yaroslav Chuiev — a Salesforce Certified Developer and Administrator with 8+ years of experience in automotive, insurance, staffing, SaaS and social-housing projects.
Meet the team →