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CRM Structuring & Automation tailored to your business

We help you design and optimize CRM workflows that actually work in practice. From quick-start guides and workflow audits to full pipeline automation, we make sure your CRM supports growth instead of slowing it down. Whether you’re using HubSpot, Salesforce, Pipedrive or another platform – we structure, configure, and automate your sales process so you can focus on closing deals.

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Clients & Partners

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Stepford flow logo 8.0 Purple PNG
Stepford flow logo 8.0 Purple PNG
Stepford flow logo 8.0 Purple PNG
Stepford flow logo 8.0 Purple PNG
Stepford flow logo 8.0 Purple PNG
Is this you?

Why & For Whom

For businesses where leads slip through the cracks, follow-ups get missed, or CRM data is incomplete. Maybe your sales team spends more time updating fields than talking to customers, or you don’t trust your reports. This service is for organizations that want clarity, automation, and consistency – turning the CRM into a true engine for sales and customer relationships

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Our Tailored Pricing

Find the Right Plan for
Your Organization

Starter

Do it yourself – get the basics in place with guides and ready-made templates.

CRM: Optimal Cheat Sheet

On Sale
18 €
SFE101
Download now
What's Included
  • Downloadable PDF guide
  • Best practices for HubSpot, Salesforce & more
  • Sample workflows for lead, deal, and follow-up
  • Quick-start structure without consulting

CRM: Automation Flow Starters

45 €
SFE201
Download now
What's Included
  • DIY kit with 3 pre-built Make templates
  • Lead-to-deal, automated follow-ups, logging flows
  • Includes JSON files + step-by-step instructions
  • No coding required – beginner-friendly

Advanced

We review and configure your CRM – so it works the way it should.

CRM: Workflow Analysis

Extremely popular 🔥
225 €
SFE102
Order analysis
What's Included
  • Detailed PDF analysis of your current CRM setup
  • Identifies bottlenecks and inefficiencies
  • Actionable recommendations for improvement
  • Tailored to your CRM platform

CRM: Lead-to-Deal Automator

441 €
SFE202
Automate now
What's Included
  • Automated flow from lead capture to deal creation
  • Includes task assignments, updates and notifications
  • Customized to HubSpot, Pipedrive or similar
  • Streamlines early sales processes

Premium

Work with us directly – faster clarity, expert input.

CRM: Flow Configuration

720 €
SFE103

Get your CRM pipeline configured the right way from day one. We set up your CRM (HubSpot, Salesforce, Pipedrive, etc.) so it reflects your real sales process – from lead capture all the way to closing. You get a clean, structured pipeline with the right fields, permissions, and automations in place.

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What's Included
  • Custom pipeline stages aligned with your sales cycle
  • Setup of key fields, deal properties, and user roles
  • Shared rules for tasks, follow-ups, and reminders
  • A short handover session with documentation
Benefit:

You save weeks of trial-and-error and get a CRM that works out-of-the-box, giving your team clarity and consistency in every deal.

CRM: Pipeline Optimizer

891 €
SFE203

Turn your CRM into a real sales engine. We optimize your sales funnel by adding automation and reporting that make sure nothing falls through the cracks. From lead follow-up to onboarding, everything runs in one structured pipeline.

Get started now
What's Included
  • Automated status updates and email sequences
  • Internal task routing (who does what, when)
  • Reporting dashboards for sales performance
  • Streamlined pipeline from first contact → signed deal → onboarding
Benefit:

Faster response times, more closed deals, and full visibility for both sales teams and management.

Enterprise

CRM: Flow Integration (Custom Build)

1080 €
SFE204

Make your CRM the hub of your entire business. We connect your CRM (HubSpot, Salesforce, Pipedrive etc.) with the other tools you use – Slack, Teams, Notion, Google Drive, accounting or project management platforms. The result is a seamless ecosystem where data flows automatically between systems.

Book now
What's Included
  • Tailored flow design based on your tech stack
  • API integrations and Make/Power Automate connections
  • Testing and validation to ensure reliability
  • Documentation + knowledge handover
Benefit:

No more manual copy-pasting between tools. Your CRM becomes the central place where sales, support, and operations work together – saving time and avoiding errors.

➕Add ons

CRM Consulting

135 € / hour
SFE104
Book a session
What's Included
  • On-demand consulting sessions
  • Covers setup, migration, troubleshooting or training
  • Tailored to your CRM platform and needs
What Others Have to Say

Reviews

“We stopped losing leads because the CRM now follows up automatically.”
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“Our sales team finally trusts the reports since the data is always complete.”
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“The pipeline feels clear and consistent, which makes closing deals much easier.”
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Get Started

Not sure what you need, or if
it’s a mix of services?

Let’s have a quick chat first and figure out what’s right for you.

Book a Free Call