The Challenge
An off-the-shelf CRM was costing the team €800/month and was 80% features they never used. The pipeline view did not match their sales process and integrations with their email and calendar tools were broken.
- Paying for a bloated CRM that did not fit their workflow
- No pipeline stage that matched their unique 7-step sales process
- Broken integrations causing manual data entry
- No visibility on why deals were being lost
The Solution
A lean, purpose-built CRM exactly matching their 7-stage pipeline, with native Gmail and Google Calendar sync, deal loss analysis, and automated follow-up sequences.
7-stage Kanban pipeline matching their exact sales process.
Two-way sync — all emails and meetings logged automatically.
Track and analyse why deals are lost to improve conversion rates.
Automated email sequences triggered by deal stage changes.
“We spent 2 years fighting with Salesforce. PSV built us something that actually works the way we think in 3 months. Our close rate is up and the team actually uses the CRM now.”
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