Four building blocks. One tool that fits your team.
Every project combines CRM, project management, workflows and reporting in its own way. You do not get a product with 400 features. You get the 40 your team actually uses.
CRM systems
Your sales process as a tool, not as a compromise.
Pipeline stages, proposal logic, activities, campaigns, customer history: we model exactly what your team needs every day. Contacts come from Outlook and Entra ID, documents live in SharePoint, meetings land in the calendar. No import and export, no double entry.
- Kanban pipeline, list and calendar views
- Proposals with versions, margins and approvals
- Follow-ups, tasks and reminders in Teams
- Roles: sales, key accounts, leadership, back office
- Reporting by channel, market, owner and period
Project cockpits
There is a gap between Planner and Microsoft Project. We close it.
Projects with phases, tasks, milestones, budget and capacity, in one interface that team leads and the team both use. With status lights for leadership and the depth delivery needs.
- Project overview with progress, budget and risk
- Tasks with owners, priorities and dependencies
- Gantt timeline, capacity planning per person
- Documents and approvals right on the project
- Automatic status reports
Workflows & automation
What runs on email and hallway conversations today runs by itself tomorrow.
Approvals, escalations, handoffs between departments, onboarding checklists, deadline tracking: we build workflows with Power Automate or right inside the app. Traceable, logged, with delegation rules.
- Multi-step approvals with delegation and escalation
- Notifications in Teams and Outlook, adaptive cards
- Automatic document generation (proposals, contracts)
- Integrations with ERP, accounting and ticketing systems
- Complete audit log
Dashboards & Weekly
The weekly report writes itself from the data, not from slides.
KPIs, highlights, lowlights, forecast and pacing, live from the lists your team maintains anyway. As a dashboard in the app, as a Power BI report, or as a Teams message sent automatically on Monday morning.
- KPI dashboards by role
- Weekly reporting compared with the prior week
- Power BI connection without exports
- Target and forecast logic
- Market and competitor updates
Which process is costing your team the most time right now?
Describe it in two sentences. On the intro call we show you what it could look like in Teams and SharePoint. 30 minutes, no commitment.
Not there yet? Try the live demo first