Is this service right for you?
Sales teams within one organisation that need more consistent prospect records and follow-up.
SHEA GLOBAL · SaaS & Business Systems
CRM & Sales Management
This CRM stores contacts and leads, supports one sales pipeline, records activities, assigns tasks, and presents agreed sales indicators.
FIXED PRICERp85.000.000Fixed pricing applies only to the confirmed written scope. Cloud, domain, API, licensing, taxes, and third-party services are separate unless expressly contracted.
Is this service right for you?
Manage prospects, follow-ups, and sales opportunities in one process the team can see.
This CRM stores contacts and leads, supports one sales pipeline, records activities, assigns tasks, and presents agreed sales indicators.When this service becomes useful
Use this service when customer information is scattered, follow-ups are easily missed, or managers cannot clearly see sales opportunities.
Where the solution is used
Sales staff and managers use the system through a browser with access based on their roles.
How the project moves forward
We begin with the business need, not with a technology we want to sell.
- 1
Map the sales process, pipeline stages, customer data, tasks, and reports.
- 2
Agree on up to three roles, KPI definitions, notifications, and the import format.
- 3
Configure the CRM and test access, activities, reports, and duplicate handling.
- 4
Hand over the system, data template, pipeline and KPI definitions, documentation, and QA evidence.
Included in the package
Customer Outcome
A lead and sales management system for one organization using one sales pipeline.
Approved Core Features
Agreed before the project beginsIncluded in the package
Contacts & Leads
Stores prospects and contacts.
Agreed before the project begins
Name/company/contact fields, source, owner, status, and deduplication rules.
Included in the package
One Sales Pipeline
Tracks deal stages in a single pipeline.
Agreed before the project begins
Stage names/transitions, value, close date, and win/loss reasons.
Included in the package
Tasks
Follow-up work for staff.
Agreed before the project begins
Assignee, due date, priority, completion, and overdue states.
Included in the package
Activity Tracking
Maintains a sales activity history.
Agreed before the project begins
Call, meeting, note, and email entry types, timestamps, and visibility.
Included in the package
Up to Three Roles
Limits access by role.
Agreed before the project begins
Final role names, permission matrix, and record-level access.
Included in the package
KPI Dashboard
Summarizes agreed sales indicators.
Agreed before the project begins
Lead count, deals by stage, win rate, pipeline value, and KPI definitions.
Included in the package
Reports
Provides sales and activity reporting.
Agreed before the project begins
Columns, date/owner filters, and export when included in scope.
Included in the package
CSV Import & Export
Exchanges structured tabular data.
Agreed before the project begins
CSV template, mapping, validation errors, duplicate strategy, and export permissions.
Included in the package
Basic Email Notifications
Notifies users for agreed events.
Agreed before the project begins
Triggers, recipients, templates, provider, and sending limits.
90-day Bug Warranty
For 90 days after Final Acceptance, verified implementation defects against the accepted scope are covered. New features, changed requirements, third-party disruption, and unauthorized changes are not warranty bugs. Change requests require approved price and timeline impact before execution.
Additional Scope
No add-on price or recurring support fee is published for these packages. Additional features require separately verified authority, written scope, and approval.
Discuss your requirements