Information lives in fragments
Enquiries, promises and next steps sit across inboxes, notes and spreadsheets, so nobody sees the complete situation.
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CRM & Pipeline
Enquiries. One system. Clear visibility.
One central CRM where contacts, enquiries and deals come together traceably — instead of notes, inboxes and spreadsheets.
How it works Traceable
- 01Connect sourcesCapture suitable enquiries centrally.
- 02Criteria & ownersAgree priority and accountability.
- 03Model the pipelineMirror your real sales process.
- 04Follow up & learnReminders and understandable reporting.
Starting point, risk, approach
What this building block can realistically change — and what does not appear automatically.
Unclear ownership causes delay
A CRM cannot rescue a process that has no clear stages, owners or definition of the next action.
Process first, system second
We model your actual sales process, migrate only useful data and make responsibilities visible in the interface.
A traceable pipeline
The team can see status, history and next actions in one place. The system reduces missed follow-up; it cannot guarantee a deal.
What you get
Concrete deliverables.
With scope and acceptance criteria.
CRM setup & migration
We set up the system and bring your existing contacts in cleanly.
A pipeline that mirrors your process
Stages that match how you actually sell — not the other way round.
Lead routing
New enquiries are assigned to an owner and priority using agreed rules.
Tasks & reminders
The system makes agreed follow-up deadlines and overdue tasks visible.
Plain-language reporting
See at a glance where revenue is created and where it gets stuck.
Team onboarding
We document the workflows and onboard the responsible users within the agreed scope.
Keep the options visible
We use standard services, open interfaces or custom code according to the task and risk. Ownership, licences, data flows and handover are agreed before work starts.
Publicly verifiable work
Built, not just promised.
Projects from exactly this area — live and publicly verifiable.
Free initial estimate
Clarity first. Then the right conversation.
Describe your project in a few sentences. The Scoper structures the scope, assumptions and an initial price range — instantly and without obligation.