CRM system · B2B commercial operations
B2B CRM & automation
Internal systemA CRM and automation layer built on Scale Engine for a real B2B company with a large customer database.
Role
CRM architecture, automation and implementation.
Context
The same B2B company had years of customer history spread across a management system, spreadsheets and personal inboxes.
Problem
A large customer database that nobody worked: no segmentation, no follow-up, no reactivation, and no visibility on what happened after a quote was sent.
System
A CRM implementation with database import and segmentation, automated lead management, nurturing, review requests, reactivation campaigns, marketing workflows and a chatbot entry point.
What was built
- Database import, cleaning and segmentation
- Lead management and pipelines by customer type
- Automated nurturing and follow-up sequences
- Customer reactivation campaigns on dormant segments
- Review requests and reputation workflows
- Chatbot and inbound routing into the CRM
Outcome
The commercial process now runs inside one system, with dormant customers reachable as a segment instead of a memory.
Selected systems
Product · Marketplace & operations platform
CleanHub
A vertical digital ecosystem for the professional cleaning industry, designed and built end to end.
Web platform · Catalogue, content & SEO migration
B2B catalogue platform
A 3,500+ product catalogue rebuilt from WordPress onto a modern stack — filled in by us, with its own admin and a blog that writes itself.
Internal tool · Warehouse & operations
Warehouse & inventory app
A warehouse and inventory app built around a real workflow, on hardware the company already owned.