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04 — Build service

CRM Development.

Pipelines and customer records your team will actually use — built around how you sell, support, and hand off.

Start a CRM project See what’s included
  • Pipeline design
  • Contact models
  • Workflow automation
4 Core deliverables
04 Build service
∞ Ops-ready data
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The brief

Sales scattered — now we build one source of truth.

We build CRM systems around how your team actually works: clear pipelines, owned records, and automations that connect sales, support, and ops — not another spreadsheet with a login screen.

  • Team-aligned
  • Pipeline-clear
  • Integration-ready

Every handoff should leave a record — not a lost thread in someone's inbox.

Build principle

What’s included

From pipeline map to live CRM.

04 Core deliverables

  1. Pipeline design

    Stages, ownership rules, and views that match how deals actually move — not a generic funnel.

  2. Contact & account models

    Leads, contacts, companies, and custom fields structured for search, reporting, and permissions.

  3. Workflow automation

    Tasks, notifications, assignment rules, and triggers that reduce manual follow-up and dropped balls.

  4. Integrations & launch

    Email, calendar, website forms, ERP hooks, migration, training, and a clean go-live handover.

Where it travels

One system across the next surfaces.

Your CRM connects sales to platforms and growth — customer truth in Build first, then ERP depth and analytics when you're ready.

Build Sell Scale
CRM pipeline and customer dashboard
01 Build
CRM

Pipelines, contacts, and deal stages — customer truth your sales team owns end to end.

Pipeline & records
ERP and operations platform
02 Platforms
ERP

Inventory, fulfilment, and finance connected when CRM data needs to drive operations.

Ops backbone
Automation and workflow surface
03 Automation
Workflows

Tasks, triggers, and integrations that move data between CRM, email, and ops without manual copy-paste.

Connect & automate

One customer record. Sales through ops.

Explore Platforms Explore Scale →

Selected work

Systems that cleared adoption.

One build at a time — pick a brief, see the CRM that cleared it.

01/ 03

Full portfolio
Sales pipeline CRM rebuild

01 / 03

Sales pipeline

01

Pipeline rebuild

Stages, ownership, and views mapped to how deals actually close — not a default SaaS template.

Outcome Team adoption in week one

  • Pipeline
  • Views
  • Permissions
  • Training
Explore case →

How we work

Four phases. Clear checkpoints.

A straight path from team discovery to live CRM — each phase leaves something your team can test.

  1. 01

    Discovery

    Map

    Interview teams, map pipelines, data sources, and permissions before any build starts.

    • Teams
    • Data
  2. 02

    Object design

    Design

    Define objects, stages, fields, and automations in reviewable staging increments.

    • Objects
    • Workflows
  3. 03

    Integration QA

    Test

    Permission checks, workflow runs, integration tests, and UAT with real team scenarios.

    • UAT
    • Integrations
  4. 04

    Go-live

    Launch

    Migrate data, train teams, handover docs, and optional ERP/automation pairing when you ship.

    • Migration
    • Training
Ends in a CRM your team actually uses Start with Map →

Next step

Let’s build your pipeline.

Share how your team sells and supports today — we’ll map pipelines, integrations, and the shortest path to a CRM people actually use.

Prefer email?

hello@takedigitalsolutions.com

Ready when you are

Book an CRM Development consult

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