Service area

CRM Structuring & Automation tailored to your business

We help you design and optimize CRM workflows that actually work in practice. From quick-start guides and workflow audits to full pipeline automation, we make sure your CRM supports growth instead of slowing it down. Whether you’re using HubSpot, Salesforce, Pipedrive or another platform – we structure, configure, and automate your sales process so you can focus on closing deals.

Clients & Partners
Is this you?

Why & For Whom

For businesses where leads slip through the cracks, follow-ups get missed, or CRM data is incomplete. Maybe your sales team spends more time updating fields than talking to customers, or you don’t trust your reports. This service is for organizations that want clarity, automation, and consistency – turning the CRM into a true engine for sales and customer relationships

Our Core values

Rid chaos. Get a smart digital flow.

Structure

From digital chaos to clear control. Order in your workflows – momentum in your business.

Structure

From digital chaos to clear control. Order in your workflows – momentum in your business.

Structure

From digital chaos to clear control. Order in your workflows – momentum in your business.
Our Tailored Pricing

Find the Right Plan for Your Organization

Starter
Advanced
Premium
Enterprise
Add on

Starter

Do it yourself – get the basics in place with guides and ready-made templates.

CRM: Optimal Cheat Sheet

0 SEK

SFE101
Download now
Download now
What's Included
Downloadable PDF guide
Best practices for HubSpot, Salesforce & more
Sample workflows for lead, deal, and follow-up
Quick-start structure without consulting
CRM: Automation Flow Starters

0 SEK

SFE201
Download now
Download now
What's Included
DIY kit with 3 pre-built Make templates
Lead-to-deal, automated follow-ups, logging flows
Includes JSON files + step-by-step instructions
No coding required – beginner-friendly

Advanced

We review and configure your CRM – so it works the way it should.

CRM: Workflow Analysis

2 500 SEK

SFE102
Order analysis
Order analysis
What's Included
Detailed PDF analysis of your current CRM setup
Identifies bottlenecks and inefficiencies
Actionable recommendations for improvement
Tailored to your CRM platform
CRM: Lead-to-Deal Automator

4 900 SEK

SFE202
Automate now
Automate now
What's Included
Automated flow from lead capture to deal creation
Includes task assignments, updates and notifications
Customized to HubSpot, Pipedrive or similar
Streamlines early sales processes

Premium

End-to-end optimization and automation of your CRM pipeline.

CRM: Flow Configuration

8 000 SEK

SFE103
Get your CRM pipeline configured the right way from day one. We set up your CRM (HubSpot, Salesforce, Pipedrive, etc.) so it reflects your real sales process – from lead capture all the way to closing. You get a clean, structured pipeline with the right fields, permissions, and automations in place.
Get Started Now
Get Started Now
What's Included
Custom pipeline stages aligned with your sales cycle
Setup of key fields, deal properties, and user roles
Shared rules for tasks, follow-ups, and reminders
A short handover session with documentation
Benefit:
 You save weeks of trial-and-error and get a CRM that works out-of-the-box, giving your team clarity and consistency in every deal.
 CRM: Pipeline Optimizer

9 900 SEK

SFE203
Turn your CRM into a real sales engine. We optimize your full sales funnel by adding automation and reporting that make sure nothing falls through the cracks. From lead follow-up to onboarding, everything runs in one structured pipeline.
Get Started Now
Get Started Now
What's Included
Automated status updates and email sequences
Internal task routing (who does what, when)
Reporting dashboards for sales performance
Streamlined pipeline from first contact → signed deal → onboarding
Benefit:
 Faster response times, more closed deals, and full visibility for both sales teams and management.

Enterprise

CRM: Flow Integration (Custom Build)

12 000 SEK

 SFE204
Make your CRM the hub of your entire business. We connect your CRM (HubSpot, Salesforce, Pipedrive etc.) with the other tools you use – Slack, Teams, Notion, Google Drive, accounting or project management platforms. The result is a seamless ecosystem where data flows automatically between systems.
Get Started Now
Get Started Now
What's Included
Tailored flow design based on your tech stack
API integrations and Make/Power Automate connections
Testing and validation to ensure reliability
Documentation + knowledge handover
Benefit:
 No more manual copy-pasting between tools. Your CRM becomes the central place where sales, support, and operations work together – saving time and avoiding errors.
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Add ons

CRM Consulting

1 000 SEK / hour

 SFE104
Book a session
Book a session
What's Included
On-demand consulting sessions
Covers setup, migration, troubleshooting or training
Tailored to your CRM platform and needs
What Others Have to Say

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Get Started

Tired of Digital Clutter? Get a System That Works.

Our packaged solutions bring clarity and efficiency without the complex consulting. Choose your ready-made solution today.

Book a Free Call
Book a Free Call