Services
Everything we do to a CRM, and the order it happens in.
Six services on Salesforce, HubSpot and Odoo — consulting, diagnostics, implementation, migration, development and support. Each one is scoped and priced on its own, and the team that writes the recommendation is the team that builds it.
The first certified Salesforce partner in the Baltics · Salesforce partner since 2021 · 90+ engineers in the Agmis group
How the work fits together
The order it usually happens in
You can buy any one of these on its own, and plenty of clients do. But they line up in an order, and knowing where you are on it is usually the fastest way to the right conversation.
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01
Diagnose
Find out what is actually wrong before anyone is asked to pay for a fix.
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02
Decide
Choose the platform against your process, with the reasoning written down.
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03
Build
Configure it around how the business works, and train the people who will use it.
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04
Move
Bring the history across intact — records, associations, ownership and files.
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05
Connect
Join the CRM to the systems the business already runs on.
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06
Run
Keep it working, keep it documented, and review it every quarter.
What we do
The six services in full
Each one is scoped and priced per phase, so you can stop between any two of them. Nothing here depends on buying the next thing.
CRM health check
A fixed-scope audit of the system you already run: 36 checks across six domains, a scored report and a prioritised fix list.
Right when the symptom is real but the cause is contested
Read moreCRM consulting
What your process needs, then Salesforce, HubSpot and Odoo scored against it — including the option of changing nothing at all.
Right when the platform is not chosen yet
Read moreCRM implementation
Process designed first, configuration after, adoption measured at ninety days. Six deliverables that stay yours.
Right when the scope is clear and it is time to build
Read moreCRM migration
Field mapping, cleaned data, a rehearsed cutover and a rollback plan agreed before the window opens.
Right when the records have to move intact
Read moreDevelopment & integrations
ERP, billing, e-commerce and telephony connected to the CRM, with failure handling written into the design.
Right when systems have to agree with each other
Read moreCRM support & administration
A named team, response targets in writing, release management and a quarterly review. Not a ticket queue.
Right when the project is live and someone must own it
Read moreNot sure where to start
Three situations, and what we would suggest first
Most companies arrive in one of these three states. None of them require having decided anything yet.
Something is wrong, nobody agrees what
Adoption is low or the numbers are disputed, but the cause is contested. Ten working days of evidence settles it before anyone spends on a fix.
Start with CRM health check Situation 02No platform chosen yet
Three demos and no answer. We score all three against your process and write the recommendation down, so you can take it to any vendor.
Start with CRM consulting Situation 03It is live and nobody owns it
Working but frozen, or the admin left. A named team, documented from day one, with response targets in the agreement.
Start with CRM support & administrationIf the honest answer is to change nothing, we will say so. There is no licence markup in our advice, so the cheapest correct answer is also the one we are paid to give. Every engagement is scoped so you can stop after it, and every document it produces is yours to take elsewhere.
Across three platforms
Every service, on the platform you run
Our certified depth is in Salesforce; HubSpot and Odoo are platforms we deliver and administer, and their partner marks follow.
Complex sales and service at scale
Salesforce
Several sales teams, long deal cycles, service obligations and marketing on the same data.
Marketing-led teams, live in weeks
HubSpot
Marketing and inbound sales carry the business, and the CRM has to show value early.
CRM joined to the operations
Odoo
The customer record has to sit next to stock, invoicing, projects or production.
Not sure which of the three you need?
Compare them side by side on time to go live, licensing and what happens after launch — or tell us about your process and we will say which one usually fits.
Proof
Client results
Three engagements, three sectors. Each one started with the process, not the platform.
Customer service and sales management at parcel-delivery scale
Rising enquiry volumes outgrew the process. Intake and routing were redesigned before anything was rebuilt.
Read case studyClient onboarding transformation for a licensed EMI
Regulated KYC onboarding moved out of email and spreadsheets, with the compliance state as a field rather than a folder.
Read case studyDonation and volunteer management for a national Red Cross society
Only around 60% of recurring donations processed. The fix was bank integration, not a new platform.
Read case studyOne team
Tell us what is not working, and when it started
We will tell you which of the six is the right first step — and whether a cheaper conversation answers it instead.