Sales & estimates
Track inquiry sources, estimates, follow-ups, and won or lost work. See which opportunities have stalled and who needs to act.
Custom CRM & pipeline systems
A pipeline built around
how your business works.
Know where an opportunity came from, what has happened, who is responsible, and what needs attention. We build systems around the stages, relationships, and decisions that matter to your business.
Start with the operating problem
Keep the work and
its history together.
An inquiry starts in an inbox. The follow-up lives in a spreadsheet. Someone knows the latest status, but everyone else has to ask.
A useful customer relationship management system, or CRM, brings those records into a process people can use. We first decide what needs tracking and who acts on it. Then we assess whether to configure your current software, connect existing tools, or build a custom system.
What the system connects
From the first inquiry
to the recorded outcome.
The stages and rules below are illustrative. Your process determines the final design.
- 01 / Capture
Record the source.
Bring in inquiries and referrals with the source information available.
- 02 / Organize
Track the work.
Keep contact details, activity, stage, and responsibility together.
- 03 / Act
Prompt follow-up.
Notify the right person or trigger an agreed action when something changes.
- 04 / Review
Measure outcomes.
See progress, delays, and results by source or stage, with gaps in the data identified.
Possible applications
Different processes.
A system shaped to each.
These are examples of workflows we can adapt the approach to. SoberSphere is the working implementation shown below.
Referral relationships
Connect introductions to the people and partners who made them. Track responses, handoffs, and resulting business.
Customer onboarding
Follow a new customer from agreement through intake and setup. Make missing information and unfinished tasks visible.
Recruiting & staffing
Organize candidate sources, conversations, interviews, and placements around the stages your team actually uses.
Working example · Our own business
SoberSphere’s outreach
and engagement workflow.
We use Substrate and the SoberSphere portal to connect outreach, recorded engagement, alerts, and CRM reporting.
That implementation includes private access to investor materials. The broader capability is a pipeline with attribution and useful activity records; the gate serves this particular use case.
Read the SoberSphere case study ↗Define the system before building it
What do you need
to know and do?
We map the process, the decisions, the information available, and the systems already in use. The scope includes what gets automated, where a person decides, and how the system will be maintained.