Lit brand surface representing the custom CRM.

A custom CRM that replaces Airtable, with commissions per agent

Custom CRM

Leads, opportunities, payments, commissions per agent and permissions by role, in a CRM built around the sales process.

Digital business with several sales reps selling at once

Real, anonymised case. We don’t publish the client’s name or any detail that could identify them.

Context

A digital business with several sales reps selling at once. Its sales process lived in a system built on Airtable.

Problem

The system never quite fit the whole sales process, and it relied on automations that kept failing.

  1. Leads and opportunities

    A pipeline built on the stages of the real sales process, instead of a base bent to fit.

  2. Payments

    The CRM includes payment tracking.

  3. Commissions per agent

    Commissions are handled per agent inside the CRM itself.

  4. Role permissions

    Each person sees and edits only what belongs to their role.

The pieces of the system and how they connect. A diagram of the case, not a product screenshot.

Custom CRM01Leads and opportunities02Payments03Commissions per agent04Role permissionsCustom CRM01Leads and opportunities02Payments03Commissions per agent04Role permissions

A CRM built around its sales process, with leads, opportunities, payments, commissions per agent and permissions by role.

Tell us how you sell today and what is holding you back. We’ll reply with a first assessment of the problem and, if it’s a fit, set up a diagnostic call.

What happens next

  1. Tell us the challengeA few lines about how you sell and what is holding you back.
  2. We review your caseWe reply with a first assessment of the problem.
  3. We build it togetherIf it’s a fit, we agree scope, deliverables, timeline and a price per phase.

Prefer email? Write tohola@fcgsystems.es

Up to 4000 characters.

Reply within one working day. No unsolicited sales calls.

Start with a 5 to 10 day audit: the map and the roadmap are yours even if you don’t continue with us.

Let’s talk