[CRM strategy & implementation]

A CRM your team actually uses

Leads slip. The pipeline is a guess. The CRM nobody updates. We select, implement, and tune the CRM at the core of your revenue system, and we take zero commissions from any vendor.

[The pains]

What this fixes

Leaky sales pipeline

Disorganized lead management and inconsistent follow-up quietly kill deals. Valuable leads are forgotten, nurturing depends on memory.

We structure the pipeline so no lead is left behind and follow-up is systematic, not heroic.

Gut-feeling decisions

Without one clean customer record, every forecast is a guess and every campaign is aimed blind.

We set up reporting you can actually trust, built on data your team actually enters.

Service that cannot scale

When client context lives in inboxes, every answer is slow and every handover loses history.

One record per client: history, deals, and conversations in a single view.

CRM: one record per client, a pipeline that advances — the source of truth
[The work]

Concrete work,
named up front

Seven stages, one team, no handoffs. Every row is a deliverable you can hold us to.

01

Strategy

Advisory, business case, roadmap, and system architecture before any tool is bought.

02

Software selection

Needs analysis and vendor evaluation. We recommend what fits, not what pays us.

03

Configuration

The platform set up around your process: pipelines, fields, views, and rules your team recognizes.

04

Migration

Your data moved in whole: deduplicated, cleaned, and verified before the old system goes dark.

05

Integration

Your CRM connected to the tools around it, so nothing is typed twice.

System integration
06

Training

User training and admin enablement, role by role, until the team runs it alone.

07

Support

Ongoing support and tuning after go-live, so the system keeps fitting as you grow.

[The platforms]

Fluent in 8+ platforms. Loyal to none

Zero commissions from any vendor, ever. The CRM we pick is the one that fits your business and your budget.

Salesforce

Deeply customizable and built for scale.

Best for large, well-resourced teams.

A well-set-up CRM stops the internal leak.Connecting it to every other tool, and automating what happens between them, is what turns it into a revenue system

CRM questions answered

More than 8, across very different kinds of business, and we are not tied to any of them. Three examples, each leading a different segment:

  • Salesforce: deeply customizable and built for scale; best for large, well-resourced teams.
  • HubSpot: the easy all-in-one for sales, marketing, and service; best for SMBs and growing teams.
  • Attio: fast, flexible, and modern; best for startups and tech-forward teams.

Whichever one fits your business and your budget, we have set it up before.

A full end-to-end system typically starts from €10,000, and the final figure follows the scope. For a defined project we agree a fixed scope and a fixed price up front, with no hidden costs; for ongoing or open-ended work we bill by time or on a simple monthly arrangement. Either way, you will know exactly what you are paying and what you are getting before any work starts.

A full end-to-end build, from strategy through to training, takes about 3 to 4 months on average, depending on how complex your setup is. We work in stages and get the useful parts live early, so you see value along the way instead of waiting for one big launch at the end.

See what one system would change

A free 30-minute call: we walk through where your revenue leaks and what fixing it actually takes. No pitch.

The Cogenta perspective

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