Custom B2B CRM
Every sales conversation keeps its context and a clear next step.
We connect leads, pipeline, activities, documents and management visibility around the way your team actually sells.
Request diagnosis — $150What is slowing the operation down
Leads scattered across chats and sheets
Every salesperson follows up differently
Management receives information too late
What changes with a connected system
One traceable pipeline
Clear alerts and next steps
KPIs by stage, owner and business unit
Who it is for
A CRM for B2B sales teams that have outgrown spreadsheets.
This solution fits sales processes with multiple stages, owners, and documents when critical context still lives across conversations, files, and disconnected tools.
Growing sales teams
Sales, presales, and management need one pipeline without forcing the company to abandon the way it qualifies, quotes, and follows up.
Consultative or technical sales
Every opportunity requires history, requirements, files, approvals, and next steps that an off-the-shelf CRM may not represent clearly.
Operations with limited visibility
Leaders need conversion, stalled-deal, and activity data without requesting manual reports or rebuilding the month from scattered records.
Connected processes
The CRM integrates with the operation you already run.
We map the journey from lead capture through closing and post-sale continuity, then connect only the systems required to preserve useful data and clear ownership.
- Forms and AI agents
- Email and WhatsApp
- Quotes and documents
- ERP, billing, or inventory
- Management dashboards
Core capabilities
Less CRM administration, more sales control.
A pipeline built for your process
Stages, fields, permissions, and rules match the way your company sells, with clear criteria to advance, pause, or close an opportunity.
Actionable follow-up
Activities, reminders, and alerts turn every conversation into a visible next step for the salesperson and manager.
Context in one place
Notes, files, messages, and decisions stay attached to the account so knowledge does not depend on one employee.
Reliable metrics
Dashboards by stage, source, owner, and business unit show conversion, velocity, and stalled opportunities without manual reporting.
Implementation
Three stages that do not interrupt active sales.
Real users validate the core scope before we expand integrations or automation.
Sales diagnosis
We document lead sources, stages, decisions, owners, and reports, then prioritize the point where the most context or time is currently lost.
Operational CRM
We configure the core workflow, roles, views, initial data, and essential automation. The team tests real scenarios while we remove friction.
Integration and measurement
We connect approved channels and systems, activate metrics, and document support, maintenance, and future evolution criteria.
Related real case
Commercial CRM · Sigmart Group
Documented real case: AI lead capture, pipeline, collaboration, documents and sales measurement in one operation.
View full case studyFrequently asked questions
Before building a custom B2B CRM.
Do we need to replace every current tool?
No. We first identify the system that should become the source of truth and the tools that can remain. We integrate only when it removes duplicate work or improves a specific decision.
Can you migrate our existing CRM or spreadsheet data?
Yes. We define trustworthy records, remove duplicates, and test imports before cutover. The migration scope and responsibilities are stated explicitly in the proposal.
How is team access controlled?
We design permissions by role, business unit, or account portfolio. Users see and change only what they need while management retains traceability over sales activity.
Is maintenance included forever?
Implementation covers the agreed scope and stabilization. Ongoing care, continuous improvements, and new integrations are available as a separate, optional monthly service.
Start with the process costing you the most time.
The $150 diagnosis identifies three priorities, estimates impact and defines the implementation path. If you move forward with OrbiLabs, the full $150 is deducted from the project.
Request diagnosis — $150