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03Custom CRM and ARM

A CRM built around the way you sell.

Connected to your website, WhatsApp and the tools you already use. Its AI agents handle the repetitive work, and your team focuses on what takes a person: talking to customers and closing deals. With the ARM, it also serves the AI assistants your customers use to search and buy.

Timeline · 4–8 weeks

Fig. 03 — Custom CRM and ARM

  • Every lead comes in on its own, with its source.
  • Follow-up doesn't depend on anyone's memory.
  • AI sorts; your team decides and closes.
  • Ready for customers who buy through AI.

01Who it's for

For companies losing sales to missed follow-ups.

  • Leads everywhereLeads come in through your website, WhatsApp, social media and email, and no one sees them all together.
  • Follow-up from memoryFollowing up with each customer depends on someone remembering, and some never hear back.
  • A CRM that doesn't fitYou tried an off-the-shelf CRM, but it doesn't fit the way you sell and the team stopped using it.

02What's included

Custom CRM and ARM

AI in your operations comes first: automations, agents, internal systems, a custom CRM and ARM, a company brain and private AI. Then apps and websites and, as a separate service, branding and content. Your price comes out of the free assessment and is in writing before we start.

03How we work

Your sales process first, then the system.

  1. 01MappingWe look at where your customers come from, the steps each sale goes through and who does what.
  2. 02DesignWe define the stages, the fields and the automations, and show you how it will look.
  3. 03Build and connectWe build the CRM and connect it to your website, WhatsApp, email and other tools.
  4. 04LaunchWe move your current customers into the CRM and train your team.

05Questions

Before we start.

What does it mean that it works in a hybrid way?
The CRM handles the repetitive work on its own, like logging each contact, assigning it, sending reminders and following up, and your team handles what takes a person: talking, negotiating and closing. You decide what gets automated.
What is ARM?
It stands for agent relationship management. Many people now ask an assistant like ChatGPT, Claude or Gemini to find a service, ask questions or buy for them. ARM gets your CRM ready to serve those assistants the way it serves your customers: it knows who each assistant is, who it acts for and what it's allowed to ask for or pay. And the AI agents inside your CRM work alongside your team.
Why a custom CRM instead of a subscription one?
Because it follows your sales process instead of making you follow its own, and it connects to what your business already uses. If a subscription CRM is the better fit for you, we'll tell you in the assessment.
I already have a CRM. Can you connect it?
Yes. If yours works, we connect it to your website and your other tools and add the automations. We don't replace what already works.
What happens to my current customers?
We move them from your spreadsheets, your email or your old CRM into the new one, as part of the project.

Which process takes up the most hours each week?

In 30 minutes we'll tell you how we'd solve it, what it would cost and how long it would take.