Replace the SaaS tool your team works around When seats, add-ons, and workarounds cost more than owning it
One CRM · cost to dateFive years
Your CRM this year
- Seats240, and rising with each hire
- Add-ons4, for features it lacks
- Beside it3 spreadsheets and an inbox
Start with the workarounds beside each tool Your CRM has three, and each one hides a workflow worth sorting
Sales
Reps rebuild each quote by hand, and pay is checked twice.
Customer service
Every return is keyed in twice, by two people.
Operations
When one step in the chain breaks, nobody knows which.
Finance
Month-end waits on the export and the clean-up after it.
Then sort your CRM, workflow by workflow Often more than half stay, and the rest become software you own
Your CRM, workflow by workflow10 workflows · 6 stay in the SaaS
- Contacts and accountsWorks like everyone else's
- Email trackingBuilt in, and kept current
- Activity reportsStandard reports are enough
- Calendar syncNothing to gain by owning it
- Lead scoringA few fields and a rule
- Territory rulesSupported, if kept simple
- Quoting and pricingYour price rules are yours alone
- Discount approvalsTied to your margins and roles
- Fleet renewalsLives in a spreadsheet today
- CommissionsChecked twice every month
If nobody keeps a spreadsheet beside the tool, keep the whole tool. We'll tell you so.
Own the code, the data, and the roadmap Everything is handed over, so each workflow can leave with its history
Code
Every line, in your repository
- Yours from the first commit
- Tests that run on every change
- Readable by any engineer you hire
Data
Your records, in your database
- The full history from your CRM
- Your data model, written down
- Exports in open formats
Runbooks
How to run it, written down
- Release, roll back, and recover
- Who is called, and when
- What we watch, and why
Roadmap
What comes next, decided by you
- Ranked by adoption and value
- Reviewed with you every month
- No vendor's release calendar
Then move one workflow, and switch off its seats Quotes leave the CRM first, and the subscription shrinks with each move
CRM seats paid forMonth by month
What moves with each workflow
- Every record, with its full history
- Attachments, notes, and comments
- Who changed what, and when
- The links to your other systems
- Your people, trained on their own work
- We report
- What the subscription costs, every month
- And
- How many people use each new workflow
Bring the tool your team works around most
We'll price what it really costs you and sort its workflows in five days, and you keep the sort either way.