You know the records are a mess. You also cannot afford to break what works.
★ 4.2/5 on Trustpilot · 50+ automations delivered across Cyprus and Greece
Enquiries in one inbox, clients in a spreadsheet, invoices somewhere else, and the full picture only in someone’s head. The reason it stays that way is fair: you cannot shut down the system your team leans on every morning just to rebuild it. We have redesigned a live system operators depend on all day, stage by stage, without breaking what people use daily.
What you get
- Every enquiry from your website, WhatsApp and email becomes a contact in one set of client records (CRM), automatically.
- Duplicates merged and records enriched, so your team searches once and finds everything.
- Deals move through your sales stages on real events, not on someone remembering to drag a card.
- New enquiries reach the right person with an alert the moment they arrive.
- A won deal turns itself into an onboarding task list, and your client records stay in step with invoicing, calendar and support.
Proven on a live system, and a straight choice of platform
One client needed their client records redesigned while operators used them all day. We worked stage by stage, keeping the tool usable throughout, and daily operations never stopped. The other big decision is platform, and here is the honest comparison:
| HubSpot | Self-hosted open-source | |
|---|---|---|
| Best when | You want a fast start on a proven platform | You want to own your data and server outright |
| Hosting | The vendor runs it for you | Runs on an EU server you control |
| Cost | Cheaper to set up, licence fees every month | Costs more to set up, no per-seat fees after |
| Your data | Sits in the vendor cloud, so the terms need reading | Sits on your own server, fully under your control |
| Changes | Plenty possible, within the platform limits | Anything is possible, the software is open |
| Fits | Teams that want speed and vendor support | Teams with data-control or budget reasons |
What it costs
Every project starts with a process audit and ends with a fixed price in writing before you sign. The packages and what each one includes are on the pricing page. Everything runs on infrastructure hosted in the EU and is GDPR compliant by default.
Start with a free call
Book a free 30 minute intro call. It costs nothing and commits you to nothing. We look at where your client information lives today and tell you honestly whether you need an integration project or just a tidier setup. If you do not need us, we say so on the call.
Frequently asked questions
Will you break the system my team uses daily?
No. When we change a live system we work stage by stage, keeping the tool usable throughout, and each stage is tested on real cases before the next begins. We have redesigned client records that operators depend on all day without stopping their work.
How long does it take, and what happens first?
First comes the process audit: it documents where information enters, where it gets retyped and where it gets lost, and gives you a fixed price and timeline in writing. A focused setup with a few connections is a matter of weeks; a self-hosted platform with data migration takes longer.
Do we have to use HubSpot?
No. We set up HubSpot, tools like Pipedrive, or a self-hosted open-source system, and the audit tells you which fits your budget and your need for control over your data.
Get your enquiries, clients and work in one place
Bring the spreadsheet, the inbox and the app that do not talk to each other to a free 30 minute call. No cost, no commitment, and a straight answer on whether unifying them is worth it for you.
Book my free 30 minute call