When sales records are split between a CRM, inboxes, and spreadsheets, pipeline reviews require reconciliation. LinkIT builds CRMs with the stages, fields, and follow-up tools the team needs to keep a shared record.
The scope covers day-to-day sales work and the views used to review it.
The problem we take on
Existing CRMs can fit a team well when their data model and workflow are configurable enough. We assess the gaps before recommending a custom system.
We review the time it takes to record a deal, the fields people skip, and the reports they rebuild outside the CRM.
What we build
The build focuses on lead intake, pipeline records, follow-up, and review.
- Intake that lands in the pipeline — a form, a mailbox, or a handoff from an existing site — without re-typing the lead.
- A pipeline that uses the team's real stages, with the one or two fields that matter at each step instead of a thirty-field edit screen.
- The follow-up the process requires — tasks, reminders, a list of what is stalling — with a visible next action and owner.
- A review view leadership can open: what is in play, what moved, what is stuck.
Read the custom CRM case study for the system and workflow details.
A CRM can connect with a wholesale ordering portal. The CRM manages sales activity; the portal manages customer accounts and orders. We scope those responsibilities separately.
Who this is for
Owners and sales leads whose current tools do not support their sales stages, handoffs, or reporting needs.
It is a poor fit if you need a full marketing cloud, a CPQ suite, or a multi-year Salesforce transformation. Those broader programs are outside this service’s scope.
For help comparing configuration with a custom build, read the build-vs-buy CRM note.
How we work
We review the current stages, fields, and reports, then build intake and a pipeline board against representative deals. The old tool can remain in use during validation. Follow-up and review features come next, with progress notes at the agreed cadence.
LinkIT is based in Chicago and works with teams around Chicago and the Midwest.