Answer a few questions about how your business works, and get back a complete design of your CRM — every stage, field and automation. Built from 20 industries, and yours to edit.
Twenty industries mapped event by event — so your design starts from real analysis, not a blank page.
It's not that the software's bad. It hands you a blank board and expects you to be your own business analyst — so the first few stages get set up, then the momentum dies.
The fields never get finished. The team drifts back to the spreadsheet. And the whole thing quietly goes cold.
The analysis is already done for 20 industries. You point at yours, answer a few questions, and the design assembles itself.
Twenty models, each mapped event by event. Start from the one closest to you.
Short, plain-English questions about how you actually run. No jargon, no forms.
Pipeline, records, fields, automations. Then change anything. It's your business.
The design is yours either way. How it gets into your CRM is your call — and your budget's.
Take the design and set it up yourself. Everything's specified — stage names, field types, the lot. Most capable teams manage it in an afternoon.
Hand it to us and we'll set it up in your CRM properly, then walk your team through it. A fixed price, and no blank sheet — the design's already done.
For Zoho Bigin, we're building an extension that installs the whole design straight into your account. In development — ask us where it's up to.
Not a list of names — a real process design behind each. Hover any industry to see its pipeline.
Not listed? The closest model is usually 80% right — and you can edit the rest.
We give you a rigorous starting point — the proven shape of how businesses like yours handle enquiries, records, decisions and follow-up — then hand you the controls. Every stage, field and rule is editable, so the design becomes unmistakably yours, not a template with your industry's name stamped on it.
Your design describes your business first, then renders to the CRM you run. Live on Bigin today, your own CRM on request, with more platforms on the way.
A few quick questions and we'll put together your starting design — plus a straight answer on what it'd take to go live. No obligation.
We'll put your starting design together and come back within one working day.
Keep an eye on your inbox.
Takes under a minute · we only use your details to send your design and talk about your set-up.