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CRM

A CRM your team will actually use

Leads in inboxes, deals in spreadsheets, follow-ups in someone's head. We set up a CRM around your own sales steps, import your data and switch on the first automations.

Fixed quote within 24 hours. Pay only against approved stages.

Get my pipeline demo

Start with the pipeline demo

Tell us your sales steps. We show you a pipeline demo built around them — on example data — before you commit.

Who it's for

  • Sales-led small businesses without a CRM
  • Teams whose CRM was set up once and abandoned
  • Contractors connecting a CRM to accounting and reporting

What you get

  • HubSpot or Zoho set up around your pipeline
  • Your contacts and deals imported and de-duplicated
  • Automations for follow-ups, tasks and hand-offs
  • Training for the team and a written guide

Four steps, fixed prices

Free proof

Pipeline demo

Free

Built for your business before anyone asks you for a call.

Entry offer

Starter package

Fixed quote within 24 hours

Scoped on a short call, quoted at a fixed price.

Project

Fixed-price project

Fixed quote within 24 hours

Scoped on a short call, quoted at a fixed price.

Monthly plan

Monthly care

Fixed quote within 24 hours

Scoped on a short call, quoted at a fixed price.

How it works

  1. Say it. Tell us what you need in plain words — a message, a call or a voice note.
  2. Shape it. We send a plan and a fixed quote within 24 hours.
  3. See it. You watch it being built and approve each stage before you pay for it.
  4. Own it. The code, the domain and every account are yours.

Questions

Which CRM should we use?

Usually the simplest one your team will keep using. We recommend after a short call, and we're not paid by any CRM vendor.

Can you move our data from spreadsheets?

Yes — imported, cleaned and de-duplicated, with the record counts reconciled so nothing goes missing.

Can it connect to our accounting system?

Often, yes. Contractor integrations with Sage, QuickBooks, Procore and Power BI are one of our specialities.

What happens after setup?

An optional monthly plan covers admin, fixes and new reports.

How long does it take?

A quick-start runs in days, not months. You get a fixed quote within 24 hours of a short call.

Speak your idea.
We'll build it.

Start free with the Datum Agent, or tell our team what you need.