Only the features you need
Off-the-shelf platforms sell you everything and let you work out what matters. We start from your process, so every screen earns its place — nothing to pay for, license, or navigate around that Qinexa will never use.
CRMSee the demoDiagnose · Design · Deliver
A CRM built around how Qinexa works — not one you bend the business to fit.
The off-the-shelf options are endless, and choosing between them is really a question of which features you need and which you will end up paying to ignore. A bespoke system starts from the other end: your intended outcomes, then the smallest system that delivers them.
What you get from a bespoke approach
Ease of use comes first
The system is built around how your team actually sells: a customer, their people, what is in progress and what happens next, all on one screen. Adoption stops being a training programme.
An asset, not a burden
One source of truth replaces information sitting in inboxes, spreadsheets and individual heads. Sales activity, opportunities and revenue are visible without anyone compiling a report.
You own it outright
The data and the code are yours. No supplier changing its offering, retiring a module, or repricing a seat count underneath you.
Support that does not depend on one person
This is standard, documented technology rather than deep configuration of someone else's product. Any competent team can pick it up — which is exactly the trap heavily customised Salesforce estates fall into when the people who configured them leave.
Bolt-ons are additions, not risks
New requirements arrive as clearly scoped modules on stable foundations. Adding quoting, a customer portal or an integration later does not mean unpicking layers of workarounds.
The questions the system has to answer
Every employee should be able to answer these from the CRM. If a screen does not help with one of them, it does not need to exist in Phase 1.
- Who are our customers?
- Who are the key contacts?
- What work have we won?
- What activities have we undertaken?
- What opportunities are in progress?
- What revenue have we secured?
- What revenue are we likely to secure in future?
- What actions need to happen next?
How we measure success
Plain measures agreed at the outset, so the system is judged on outcomes rather than feature counts.
- 100% of active clients stored in the CRM
- All opportunities recorded and tracked
- Accurate monthly revenue reporting
- Reliable sales pipeline forecasting
- A clear reduction in reliance on spreadsheets
Alongside them, the things that actually decide whether a CRM succeeds: executive sponsorship, clear processes before configuration, good data, a small initial scope, consistent adoption, meaningful reporting, and ongoing ownership.
How we get there
Diagnose
Time spent up front on intention and outcomes: how enquiries arrive, where information is lost, and what good looks like for the business.
Design
A deliberately simple Phase 1 scope — customers, contacts, activity, opportunities, revenue and next actions — agreed before anything is built.
Deliver
Working software early, put in front of real users, then extended in small steps with governance and ownership agreed from day one.
See it working
The demo behind this page is a functioning Phase 1 CRM populated with example data: customers and their contacts, a pipeline you can move deals through, logged activity, next actions, and revenue reporting. It shows the shape of the system so we can agree what Qinexa needs before a line of production code is written.
Open the demoDemonstration only. Every company, person and deal in the demo is invented — real data would replace it once the scope is agreed.