DATA365
CRM audit & implementation

You installed a CRM — it isn't working

Your team can't use it, thousands of dollars don't pay off

150+ companies. One approach. We start with an audit. We guarantee quality and stay with you to the end.

150+clients
5+years experience
98%satisfaction
Trusted by
ImanLolaMohirdevRobbitSpaceEduactionNajot TalimSales DoctorWyndham
What's your situation?

You have a CRM — but no results

We've installed CRM multiple times — it doesn't work

We switched platforms, spent on setup, but the process never got in order.

We have a CRM but the team doesn't use it

CRM exists but data isn't fully entered, and management can't see the real picture.

The real problem

The problem isn't people — it's the system

Wrong platform chosen

Decision was based on someone's recommendation or price.

No audit done

Before installation, business processes, departments and root causes weren't analysed.

No support provided

After installation the team was left alone, questions and changes went unanswered.

Our difference

We don't just install software. We fix broken systems.

Not an installer. A system partner.

What matters is finding the real problem and turning it into a working system — not rushing a setup.

  • Platform decision comes after the audit.
  • Simplicity that the team will actually use is the priority.
  • Support starts after go-live.
1

We audit first

We don't choose a CRM without seeing processes, departments and team habits.

2

We give you what you need, not what you ask for

If the requested platform won't solve the problem, we'll say so openly.

3

We deliver a flexible system

CRM adapts to the team's real workflow so they won't avoid using it.

4

We stay with you after go-live

We provide support on dashboard, questions, changes and development.

How we work

CRM implementation process

1

Consultation

We learn about your business and direction, review your requirements.

2

Audit

We fully analyse your business: departments, processes, problems and root causes.

3

Mapping

In a 2.5-hour presentation we explain what we found, where the problem is and what the solution looks like.

4

Build

We build the needed software and system, or if an off-the-shelf platform fits, we implement it correctly.

5

Staff training

Every employee is fully trained on every function.

6

Support + dashboard

We don't call it done here. We stay until the end, solve problems and evolve the system.

Proof

80% of our clients spent up to $5,000 on CRM before coming to us

They tried several platforms or contractors and the problem stayed. We audit first, then build the system correctly.

CRM wasn't working

Company 1

Installed several CRMs but the team wouldn't use them. After the audit the process was redesigned and CRM was adapted to how staff actually work.

No control

Company 2

Previous setup cost a lot of time and money but management had no visibility. Dashboard, roles and automation were rebuilt from scratch.

Clients

150+ companies work with us — across different industries and sizes

Our partnership certificates

Verified member of official partnership programmes

makeROI sertifikati

makeROI

4 years ago · Official partner

1C-Bitrix sertifikati

1C-Bitrix

4 years ago · Official partner

onlinePBX sertifikati

onlinePBX

4 years ago · Official partner

amoCRM sertifikati

amoCRM

4 years ago · Official partner

Hollihop sertifikati

Hollihop

4 years ago · Official partner

Sipuni sertifikati

Sipuni

4 years ago · Official partner

Honest position

We're not for everyone!

We're not the cheapest

A correct and genuine solution costs more than just 'install and leave'.

We don't promise rushed delivery

Depending on project scope and complexity, our priority is to complete each stage to a high standard.

We give you what you need, not what you want

If what you're asking for doesn't fit your business, we'll say so openly.

FAQ

Frequently asked questions

Can you help even if we already have a CRM installed?

Yes. We first audit the existing system, processes and how the team works. Then we tell you whether rebuilding, simplifying or switching platform is needed.

Are employees responsible for CRM not working?

In most cases the problem isn't with employees but with a badly built system. CRM must match people's real work process.

Is building a CRM immediately after the audit mandatory?

No. The audit shows you the real problem. You then decide whether to move to the next stage or not.

Which CRM platforms do you implement?

We work with Bitrix24, amoCRM and other suitable solutions. The platform is chosen based on your processes.

Will there be support after implementation?

Yes. After the system goes live we stay with you on dashboard, questions, changes and development.

Consultation

Book a free consultation

We'll review your situation and honestly tell you whether the CRM problem is the platform, the process or the team's working model.