Customers and sales
CRM software that follows you.Not the other way around.
Custom CRM software brings your customer contacts, sales opportunities and follow-up together around the way you work. We look at how quotes, project work and invoicing connect to it, and what your existing systems can already do.
Ripal
Business software
Sound familiar?
Where does your customer knowledge live today?Usually in four places.
A CRM system brings it together. Without one, you get quotes nobody follows up, two calls about the same thing, and no idea what is really in the pipeline.
In a mailbox
The agreement sits in an email from someone who is off today.
In someone's head
One colleague knows why that customer dropped out last year. Nobody else does.
In a spreadsheet
A follow-up file everyone updates and nobody trusts.
In a package that does not fit
Twenty fields of which you use four, and the fifth is missing.
Why Hubigen
A CRM that grows with you.That is why companies choose us.
What you get, and when it clicks.
What you get
- Your stages, your fields and your follow-up.
- Customer agreements that connect to the project work.
- Hours that stay with the work done and connect to invoicing.
- Agreements on setup, hosting, maintenance and further changes.
- A system we run on ourselves every day.
When you choose us
- You want your CRM to follow how your team sells.
- You want customer knowledge in one place, not in mailboxes and heads.
- You want to know what is really in the pipeline.
- You want to bring your data from your current CRM.
- You may want customers to be able to look in themselves.
What is inside
What is in custom CRM software?From first contact to invoice.
What we build for you, we use ourselves every day.
One file per customer, with everything that was ever discussed.
Compare
Does a CRM package fit your process?
Compare a package and custom work on what your team really needs to do. Take these questions into a demo or first conversation.
Workflows
Can you record your sales stages, follow-up moments and exceptions? Also test what happens after a quote is approved.
Permissions
Who may view or change customer information? Check whether you can limit access by role and responsibility.
Migration
Which contacts, history and open files need to come along? Look at the quality of your data and what the current system can export.
Integrations
Where are customer data, planning and invoices managed? Agree which data moves between systems and who follows up errors in the exchange.
Maintenance
Who helps with problems, new requests and changes to connected systems? Compare those agreements together with the setup and daily use.
If a package meets those conditions, it is a logical choice. Custom work comes into view when important steps or integrations do not fit well enough. A customer portal can give customers access to their own file.
Proof, not promises
Customer follow-up connected to the daily work.
See how commercial follow-up connects to the way our clients and our own agency work.
In practice
How we did it at Heat, Huppa and Hubigen Admin
Heat
At Heat the commercial follow-up comes together in the file of the request. The team follows up the quote and the approval and then carries on from the same information.
Huppa
At Huppa the sales environment connects to marketing's material and planning. Product sheets, leaflets and commercial overviews come together in one place for following up customer conversations.
Hubigen Admin
In Hubigen Admin we follow up leads and customer relations. We record the customer request, understand how they work and draw up a quote. After approval we record the agreements and set up the project with the first tasks. Hours stay linked to the work and are tied to an invoice for invoicing. Docs keeps the context for the team.
Get to know us
Where does your follow-up get stuck today?Start from your sales process.
Walk us through your sales process and we will tell you honestly whether a package or something of your own is the better choice.
Questions
What clients ask us.About migration, licences and integrations.
Often it is. An SME usually sells in its own way and, with a package, pays per-user licences for features nobody opens. A custom CRM contains only what you use. If a package is enough, we will tell you that too.
A CRM system keeps track of everything about your customers and your sales: contacts, conversations, quotes and follow-up moments, in one place instead of in mailboxes and spreadsheets. Most companies start with a package. A custom CRM system follows your stages and fields, and flows on into projects, hours and invoices.
A customer system that supports your sales stages, fields and follow-up. We also look at how customer agreements flow on into project work and invoicing. Which steps run automatically is agreed up front.
Software in which you track customers, contact moments and sales opportunities, so nobody forgets a follow-up again. Most companies choose a package, and for many that is the right choice. Custom CRM software is for those who notice the package starting to dictate how they work, instead of the other way around.
If your sales process, access rights and necessary integrations fit well, a package can be enough. Also test the data migration and the maintenance agreements. Custom work becomes relevant when an important part of how you work needs to run differently.
Yes. Hubigen Admin brings leads, customer relations, project work, hours, invoicing and Docs together. Our process runs from customer request through quote and approval to project start. We use that way of working as a starting point to discuss your process.
We first look at what your current system can export and which data you want to keep. Then we agree how contacts, history and open files are transferred and checked. Feasibility depends on the source and the quality of the data.
The scope, data migration and integrations help determine what is needed. Hosting, maintenance and later changes also belong in the comparison. We make the agreements concrete per phase, so you know what each phase delivers.
If you want them to. Then we attach a customer portal: your customers see their own file, documents and status, while your team keeps working in the CRM. It is the same system, with a second door.
Contact
Work together?Tell us what you want to build.
Curious what we can do for you?Leave a short message about your question or project.
