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CRM Lifecycle Systems Built Around How You Sell

A B2B sales cycle, an online store, a field service crew and a restaurant group all need a CRM, but the lifecycle behind each one is different. Start with the model that matches how your customers actually buy.

Book a ConsultationChoose your model

A HubSpot portal with sixty workflows can still lose leads. A Klaviyo account with every recommended flow switched on can still send a loyal regular the same win-back offer as someone who hasn’t ordered in a year. In both cases the tool has been set up; what’s missing is an agreed picture of how a customer moves through the business.

That picture looks very different depending on how a business makes money. A plumbing company’s customer moves through a quote, a job and an invoice. A newsletter reader may subscribe for a year before buying anything. So instead of one generic CRM offer, we work from six models.

Choose the model closest to your business

B2B and professional services

Leads need to be captured, qualified, routed to the right person and followed up before they go cold. After the sale, onboarding and retention decide whether the account grows. We design the stages, rules and handoffs that keep this moving. Explore B2B CRM

Ecommerce

Revenue depends on recognizing who someone is and what they just did: browsed, abandoned a cart, bought for the first time, stopped buying. We connect store data to segments and flows so each customer gets the message that fits where they are. Explore ecommerce CRM

Agencies

You have clients who need HubSpot or Klaviyo work done properly and no in-house CRM specialist to do it. We work behind your brand on audits, builds, documentation and QA, or as overflow when your team is full. See agency partnerships

Home, field and local service businesses

An inquiry becomes a quote, the quote becomes a job, and the job needs an invoice, a review request and a reason to book again. We connect the office, the crew and the follow-up so repeat work doesn’t depend on someone’s memory. Explore service business CRM

Restaurant brands

The gap between a first order and a second visit is where guests are won or lost, and the data that shows it is often split across ordering, loyalty and marketing tools. We help multi-location brands see where each guest is and decide what they should hear next. Explore restaurant guest lifecycle

Creators, educators and coaches

Subscribers, buyers and repeat buyers often live in one undifferentiated list. We connect sign-ups, purchases and engagement so buyers stop receiving the pitch for what they already own. Explore creator lifecycle

Find out where your lifecycle is leaking

The CRM Health Check takes a few minutes and shows which areas of your setup may deserve a closer look. No signup is needed to start.

Take the CRM Health Check

Same method, different lifecycle

The approach doesn’t change between models. We start with what the system needs to know about a contact, define the states that contact can be in, identify the events that should move them, and only then decide what the automation should do and how we’ll measure it. What changes is the content of each step. A “qualified” B2B lead, a “regular” restaurant guest and a “loyal” ecommerce customer are defined by completely different data, and copying one model onto another produces stages the team can’t use.

If you’d like to see how well your own stages are defined before talking to anyone, the Lifecycle Coverage Check walks through the stages for your business model and shows which are automated, handled by hand or not defined at all.

You can read more about how we run that process on the About page, or see indicative costs on Pricing.

Where to go next

Not sure which model fits?

Some businesses sit between two of these. Book a consultation and we'll talk through how your customers move from first contact to repeat revenue.

Book a ConsultationOr start with the free CRM Health Check