Information is scattered.
A lead sits in a spreadsheet, a follow-up lives in an inbox, a quote is buried in a PDF, and the client history is spread across multiple conversations.
Replace patched-together processeswith a CRM built around your workflow.
I design custom CRM systems for French small and mid-sized businesses that need clearer follow-up, fewer manual tasks, and one reliable place to run client operations.
When your commercial follow-up still depends on scattered tools, fragmented conversations, and isolated documents, missed follow-ups, duplicate work, and scattered information eventually slow the business down.
Before, you patch things together. After, you manage with clarity.
The goal is not to add another tool. The goal is to turn scattered follow-up into one clear, centralized system your team can actually use every day.
Leads per week
3020100
W1W2W3W4W5W6
Avg. signing delay
18d
Pipeline
Stage
Count
New
4
Qualified
7
Proposal
3
Negotiation
2
Signed
8
Total
24
Team goals
Member
Calls
Emails
8 / 10
12 / 12
5 / 10
9 / 12
9 / 10
10 / 12
7 / 10
11 / 12
Recent Events
Reda B signed a contract ($2,400)
1h ago
Achour H reached daily email goal
15m ago
Michelle D is on a new high-priority lead
2m ago
Nora B scheduled a renewal follow-up
just now
What I can build into your CRM
The scope depends on your business. The goal is not to pile on features, but to put the right modules in place for your team.
Who this kind of CRM is for
I mainly work with small and mid-sized businesses that already have real operational volume, an existing process, and a clear need to bring structure back into their workflow.
Energy brokers
Manage client files, pricing simulations, and contracts in one tool built around your process.
Consulting firms
Track ongoing missions, follow-ups, deliverables, and billing without juggling Excel and emails.
Real estate agencies
Centralise mandates, buyer contacts, and sales stages with clear visibility for the whole team.
Freelancers & commercial SMBs
Structure client tracking, quotes, follow-ups, and team goals in a tool that speaks your industry.
This is probably not for you if your business doesn't yet have a defined process, or if you're looking for a generic out-of-the-box tool.
How the project works
We start from your current workflow, the real friction points, and the information your team must track. Only then do we build the right system.
01
Review the current workflow
We map what you do today — tools, stages, and who owns what.
~ 2–3 days
02
Map the friction points
We identify what blocks, what gets lost, and what should be automated.
~ 1 week
03
Design the CRM structure and rules
We model your process in the system — pipeline, fields, rules, permissions.
~ 1–2 weeks
04
Build and iterate with the team
We build, test with your team, and adjust until it works.
~ 4–8 weeks