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Custom CRM & Workflow Systems 

A CRM and workflow system shaped to how the business actually runs: its stages, its records, its hand-offs and its reporting. Wherever it makes sense, Handll builds on the system of record already in place instead of replacing it.

Book a discovery session

No pricing before we hear the scope. A partner replies the same business day.

What it covers

  • 01Pipelines and stages that match the real process

  • 02One record of every contact, message and task

  • 03Integration with an existing CRM, agency management or loan origination system

  • 04Reporting an owner can read at a glance

Sample, illustrative data

One pipeline. One record.

  1. 01Every lead lands on one record, in a stage that matches the real process.

  2. 02It moves stage by stage with its owner and history attached.

  3. 03Deals that stall are flagged and given a task before they go cold.

  4. 04The owner reads the week in a handful of numbers.

Residential pipelineSample
4 owners, one record eachThis quarter
New2

9 Quarry Lane

$488K

2 Orchard Ct

$412K
Contacted2

31 Fenwick St

$735K
Stalled 8 daysTask set

60 Wren Close

$529K
Showing2

7 Linden Mews

$1.02M

15 Marsh Rd

$676K
Stalled 8 daysTask set
Contract2

14 Alder Row

$612K

22 Birch Lane

$845K

Open pipeline

$4.71M

Stalled, no task

0

Closed by source

Portal46%
Referral28%
Website18%
Past client8%
Fig 1  One pipeline, one record. Sample data, not a client record.

Method

How it runs.

Four stations, in order, on every engagement.

  1. Map the operation

    We walk the real week: where a lead enters, who touches it, where it waits and where it is lost.

  2. Model the records

    Fields, stages and permissions are designed around the firm's own process, not a vendor template.

  3. Integrate, do not replace

    The existing system of record stays central. New capability plugs in around it.

  4. Report what matters

    Owners get the handful of numbers that run the business, by source, stage and person.

Before and after

Stop working around the software.

After

  • Pipelines and stages that match the real process
  • One record of every contact, message and task
  • Integration with an existing CRM, agency management or loan origination system
  • Reporting an owner can read at a glance

Before

  • Stages live in people's heads, not the system
  • Contacts scattered across inboxes and spreadsheets
  • The CRM is worked around instead of used
  • Reports rebuilt by hand at the end of the month

Drag the handle, or focus it and use the arrow keys.

Industries

Where it applies.

Questions

Asked first.

01Do we have to replace our current CRM?

Usually not. Handll integrates with the system of record already in place and builds new capability around it. Replacement is recommended only when the current system cannot support the process.

02Who owns the system and the data?

The client owns its data. Handll never sells it and never uses it to train third-party models.

03How is the work priced?

Services are priced by a custom business case proposal after the discovery session. A defined CRM build is also available as a fixed-price product.

Service 01, next step

Map the real week.Then we build it.

Every system is built to consent, security and review standards. Read how we handle trust.

Book a discovery session

No pricing before we hear the scope. A partner replies the same business day.

Next service 02Outreach & Lead Generation Automation