Processes that run without reminders
We set up your CRM so tasks, client emails and reports appear on their own, and your team can focus on selling.
Discuss your projectWe set up your CRM so tasks, client emails and reports appear on their own, and your team can focus on selling.
Discuss your projectHand us the whole CRM, or bring us in for one task, such as data migration or reporting.
We map how your sales and client work run today, help you pick a CRM and draw up the rollout plan.
We set up pipelines and access rights, connect phone, email and your website, and migrate your data.
Workflows that create tasks, remind clients and flag stalled deals on their own.
Dashboards and reports by pipeline, rep and source. KPI tracking without manual exports.
We stay on after launch, help your users and keep improving the system.
We get reps and managers comfortable in the CRM and leave guides built around your processes.
If you already have a CRM but the team works around it, we find what’s in the way and rework settings, fields and workflows.
Every stage ends with a clear result and your call on whether to go on.
We meet your team and map how leads and deals move today.
We choose the system and agree on scope and timeline.
We implement the CRM, connect integrations and migrate data.
We prepare your team and put the system to work.
We support and refine it as your business grows.
Solvix Point is a team of CRM consultants and engineers.
We help companies whose client work lives in people’s heads and inboxes move to a system the team uses every day.
Describe the task and we’ll reply within one business day.