Operational fixes
CRM implementation sized for small teams
The smallest CRM your team will actually update, pipelines, reminders, and optional AI capture.
Clear scope and price band before work starts
Common situations
CRM bought, half the fields empty
Sales process still in WhatsApp
No reporting on open leads
What can be included
CRM implementation with automations
Dashboards with owners, KPIs, and alerts
Automations replacing manual copy-paste
Clear handover so your team can maintain it
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
First scoped build
- 01 / Current Situation
- Manual steps and spreadsheets held the process together.
- 02 / OpsPatch Build
- Focused crm implementation with automations with one measurable outcome in the first sprint.
- 03 / Delivered Handover
- Scoped deliverable + documentation + handover.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- WhatsApp
- AI assistants