CRM — STARTUPS

A lean CRM your team will actually use.

For pre-seed to Series B teams. Optimised for SDR-led motion, founder-led sales, or product-led nudges. No bloat, no admin tax.

Built for the teams who can't wait for results.

This engagement is for operators who already know they have a problem worth solving — and want a senior team to ship the fix in weeks.

  • Founders selling early deals from a personal Notion or spreadsheet.
  • First-sales-hire teams that need structure but can't justify Salesforce.
  • Product-led startups bolting a sales motion onto an existing user base.

Deliverables

  • A working CRM for your team within two weeks.
  • Email + calendar + Calendly integration.
  • Light sequences for outbound.
  • Investor-ready dashboard.
  • Founder-friendly mobile app.

A focused engagement.

Six things we ship inside this track. Some clients use a subset; most use all.

01

Founder-friendly UI

Designed to be filled-in in under 30 seconds per record. Mobile-first.

02

Pipeline & cohorts

Stages, cohorts, sources, owners. Slice the pipeline however your investors ask.

03

Email & calendar

Two-way Gmail/Outlook sync. Calendly built-in. Every touch tracked.

04

Sequences

Lightweight outbound sequences with reply detection — no separate Outreach license.

05

Product-led signals

Wire in Segment / PostHog so usage events surface in the rep's queue.

06

Investor-ready reporting

Pipeline waterfall, board-ready metrics, ARR build. Exportable to Notion/Slides.

How a typical engagement runs.

Async-first. Senior-only. Weekly demos.

01

Setup call

60 minutes. We learn your motion. We agree the stages.

02

Configure

Three days. We stand up your CRM from a startup template.

03

Migrate

Spreadsheets / Hubspot / Pipedrive — we move the data and history.

04

Coach

Weekly checkpoints for the first month. We watch the metrics with you.

Numbers our clients care about.

2wks
Time to live
$8.5k
Starting price
100%
Founder adoption
50+
Startups served

Pair it with another track.

Most clients combine two or three of these. We'll recommend the right combination on the first call.

tech·
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Tech Solutions for Startups

Full bundle for pre-seed teams.

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customer·
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Customer Tracking System

Pair with usage data for product-led motion.

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industries·
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Industries — Startups

How we work with early-stage teams.

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Common questions.

Five things people ask before signing.

Can we self-host?+

Yes. Default is your AWS or Vercel + Supabase. Code is yours from day one.

Will it scale past 20 reps?+

Past 20 reps you usually want richer automation, territory management, and SOC 2 stuff. We can grow with you, or migrate you to Salesforce/HubSpot when it's cheaper.

How does this differ from HubSpot Starter?+

Cleaner UX, no per-seat tax that explodes at scale, your data, your code, your roadmap. Trade-off: you're maintaining custom software.

Do you charge per seat?+

No. Fixed build price plus your hosting. No seat tax.

What does $8.5k include?+

Two-week setup, one founder + 3 reps live, email integration, basic sequences, dashboard. More users / integrations = more scope.

Ready to ship?

Tell us what you're trying to do. We'll send a proposal within two business days.