Contact
Tell us about your CRM
Email us. David or Vidur reads every message and replies. A replacement, a new build and an integration are all welcome.
What helps us answer well
- Your company and your role
- The CRM you use today, and roughly how many people use it
- The workflow that matters most: for example samples, quotes, orders or renewals
- The other systems involved: ERP, accounting, email, a portal
- Whether you have engineers who would maintain a new system
- Any date that matters, such as a renewal
What not to send
Do not send passwords, production credentials, or records about your patients, clients or customers. We do not need them for a first conversation.
What happens next
We reply by email and suggest a discovery call. After the call you get a short written summary of what we heard. There is no charge for that and no obligation.