CRM & Conversion · The source of truth
You cannot optimise what you cannot see. We build the reporting layer that turns a CRM full of half-filled fields into one source of truth: pipeline, attribution and revenue, all reading from the same number.
The problem
When the data cannot be trusted, every decision becomes an argument. You run a business on three different versions of the truth and a lot of guesswork.
Sales exports one number, marketing exports another, finance has a third. Every meeting starts by arguing about which file is right.
Pipeline arrives with no source. Nobody can say which channel, campaign or sequence actually created the revenue, so budget gets guessed.
With no trusted view, the loudest opinion wins. Spend goes where it feels right, not where the closed deals come from.
What we build
Built inside the CRM you already use, fed by clean data, so every view is live and every team is looking at the same picture.
A single live view of pipeline by stage, owner and value, so everyone reads from the same number.
Every deal tagged back to the channel, campaign and touch that created it, from first click to close.
See exactly where deals stall and drop, stage by stage, so you fix the real bottleneck.
Response times, follow-up coverage and activity per rep, measured against the SLAs you set.
Weighted, stage-based forecasts your team can defend, built from clean data instead of optimism.
Cost per closed deal, payback and revenue by source, so spend follows what actually converts.
Attribution
We connect your Paid Media spend and your Outbound activity straight through to the deals that close. No more guessing which channel paid for itself. One source of truth, from first touch to signature.
Run it as a standing role
Where this fits
Book a 15-minute call. We will look at how you report today and show you the source of truth you are missing, tying spend and outreach to revenue.
Book a call