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Who we help

Small businesses that sell B2B.

We build custom CRMs and sales systems for B2B small businesses, so no lead or quote falls through the cracks and more follow-ups turn prospects into closed customers.

Request an Assessment

Four focus groups

Built for B2B.

Distributors & wholesalers

Industrial, MRO & equipment supplyPlumbing, HVAC & hardware supplyElectrical supplyFood-service distributorsJanitorial, paper & packagingLumber & building materialsTruck & auto partsChemical distributors

Pain: Your best accounts have bought from you for years, and nobody’s tracking who hasn’t reordered in 90 days.

Solution: Every account in one place, with reorder reminders and a clear view of who’s slipping.

See how it works for distributors & wholesalers →

Commercial trade contractors

Commercial HVAC, plumbing & electricalFire & securityRoofingConcrete, steel & glassJanitorial & facility services

Pain: Bids go out to GCs and property managers, nobody follows up, and the job goes to the next guy.

Solution: Every bid tracked, with automatic follow-up until you get a yes or no.

See how it works for commercial trade contractors →

Machine shops & fabricators

Machine & job shopsStructural & metal fabricationPlastics & contract manufacturingSignsCommercial printingCabinets & millwork

Pain: RFQs sit in one inbox and quotes go cold.

Solution: Every RFQ and quote in one pipeline, with reminders before it cools off.

See how it works for machine shops & fabricators →

Dealers, rental & B2B services

Commercial equipment repair & serviceEquipment rental & leasingEquipment dealersStaffing agencies

Pain: Service contracts come up for renewal and nobody calls until the customer’s already gone.

Solution: Every contract, renewal date and follow-up in one place, with reminders before they lapse.

See how it works for dealers, rental & B2B services →

Photos: “Modern warehouse with pallet rack storage system” by Axisadman (CC BY-SA 3.0); “EGU-Metall CNC-Fräsen mit Roboterautomatisierung” by EGU-Metall (CC BY-SA 3.0, cropped); “Rooftop Packaged Units” (public domain); “Parked construction equipment” (NPS photo, public domain). All via Wikimedia Commons.

Been in business 20 years and still running on spreadsheets and sticky notes? That’s exactly who we help.

Don’t see your industry? If you sell to businesses, or want to, and you’re under $3M, request an assessment by email or phone.

Your buyers are businesses

Property and facility managers, GCs, offices, retail and property management firms. Your custom CRM is built around accounts like these.

Not for: consumer-only businesses with no plans to sell B2B, start-ups with no revenue yet, or businesses over about $3M with a full sales team.

Business account record in the custom CRM

See how a custom CRM fits B2B sales →

Sound like you?

Request an Assessment

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