Software, fintech, hardware and IoT businesses selling to other businesses, often through resellers and partners across several regions. We rebuild pipeline reporting so marketing and sales agree on what’s working. Scattered tools move onto one CRM as the single source of truth, with AI support for customers and partners.
Service businesses where technology is part of what clients buy, such as cybersecurity, managed IT, offshore staffing, outsourcing and technology consulting, selling seats, contracts or ongoing services. Growth depends on a steady flow of qualified enquiries and a sales process that turns them into signed agreements. We build both, and the reporting that ties marketing spend to new clients.
Management, engineering, testing and specialist advisory firms whose work is won through relationships, proposals and quotes. Growth often stalls on account ownership, quote follow-up and cross-selling to existing clients. We set up the commercial roles, process and CRM that make it repeatable.
Lenders, insurers, wealth and investor services businesses, many selling through brokers, advisers or partners. They need pipeline visibility by brand and channel, with the controls a regulated business expects. We build CRMs with brand-level permissions, broker tracking and reporting the board can rely on.
Manufacturers, distributors and engineering groups, often running several brands and long sales cycles with large accounts. We bring brands onto shared systems and connect the CRM to ERP and ecommerce. Then we focus sales and marketing effort on the accounts that matter most.
Healthcare groups, clinics, and allied and occupational health providers that gain work through GPs and other referrers, partners and patients booking directly. Growth often stalls when referrals arrive from many sources, follow-up depends on busy front-desk teams, and nobody can see which referrers and sites bring in the most work. We connect the CRM to booking and clinical systems, track every referrer and site, and automate follow-up so fewer referrals and enquiries go cold.
