Replacing a £99k/yr CRM with software they own
50-person B2B SaaS company
- 1The problem
The team was on Salesforce Enterprise at ~£99k/year but used only contacts, a deal pipeline and a handful of reports. Every renewal climbed, and a simple workflow change meant booking a consultant. Most seats sat idle.
- 2The process
Over a two-week audit we shadowed sales, ops and leadership, logged every feature actually touched in 90 days, and cut the 80% nobody used. We produced a fixed-price quote and a 3-year savings projection before a line of code was written.
- 3The implementation
We rebuilt contacts, a custom-stage pipeline, activity logging, email sync, dashboards and role-based permissions as a bespoke app. Their historical data was migrated and validated, and we ran the new system alongside Salesforce until the team signed off.
- 4The run
We host, monitor and maintain it on a flat annual fee — no per-seat tax, no renewal uplift. New workflow tweaks ship in days, not consulting engagements. They own 100% of the code and data.

