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Complementary expertise·CRM

CRM agency in Paris: a CRM your teams actually use.

As a CRM agency in Paris, we integrate, optimise or custom-build the CRM of your B2B sales teams — connected to your ERP, website and emailing.

Talk to an expert →Take the 2-min audit
CRM[ logo — SVG ]
( Overview )

Why work with a CRM agency in Paris?

A CRM is only useful if it is filled in, up to date and connected to the rest of the business. Too often it becomes an expensive address book: double entry, an untracked pipeline, customer data scattered between the website, ERP and inboxes. CRM optimisation is about putting the tool back at the service of your salespeople, not the other way round.

As a CRM integrator in Paris, we start from your real sales cycle to configure HubSpot, Salesforce, Pipedrive or a custom-built CRM. We automate data entry, connect the CRM to your ERP and website, and train your teams. The result: a reliable pipeline, automatic follow-ups and a single customer view, from first contact to invoice.

Best for

  • ✓B2B sales teams of 5 to 200 people
  • ✓An existing CRM that is under-used or misconfigured
  • ✓Customer data scattered across site, ERP and email
  • ✓Long sales cycles with quotes and follow-ups
( Our services )

CRM integration, optimisation and development

01

CRM integration

We choose the right CRM with you, configure it around your sales cycle and import your existing data.

Included
  • HubSpot, Salesforce, Pipedrive
  • Pipeline and sales stages
  • Contact import and de-duplication
02

CRM optimisation

Your CRM is in place but barely used? We simplify screens, automate data entry and make reports reliable.

Included
  • Usage and data-quality audit
  • Automations and follow-ups
  • Sales dashboards
03

Custom CRM

When no CRM on the market fits your business, we build yours, in the same database as your ERP.

Included
  • Specific records and processes
  • Quotes and orders linked to the ERP
  • No per-user licence
04

Connectors & automations

Your CRM receives leads from the website, pushes quotes to the ERP and syncs your email campaigns.

Included
  • Website forms to CRM
  • ERP and invoicing sync
  • Lead scoring and enrichment
( Added value )

What we add on top.

Adoption

Typical approach

An imposed CRM that sales reps fill in on Friday evenings.

With VIVADO

Simplified screens and automatic entry: the CRM fills itself.

Data

Typical approach

Duplicate customers in the CRM, ERP and inbox.

With VIVADO

A single customer record, shared by CRM and ERP.

Visibility

Typical approach

A pipeline rebuilt by hand before every meeting.

With VIVADO

Dashboards updated in real time.

How a CRM project runs

  1. 012 weeks

    Audit

    We map your tools, flows and data, and measure what it costs you.

  2. 022–4 weeks

    Architecture

    One data model and a costed roadmap, prioritised by impact.

  3. 032-week sprints

    Build

    Short releases and a demo every sprint. You watch the product grow.

  4. 04Ongoing

    Run

    Maintenance, monitoring and evolutions. The system grows with you.

( One system )

Your CRM shares the same customer record as your ERP, website and emailing tool.

See the service — Business software, ERP & CRM ↗
( Ecosystem )
HubSpotSalesforcePipedrivePostgreSQLSymfonyn8nBrevoMetabase
[ project visual — 1600×1000 ]
Case study · AI assistant

[ Case study headline ] [ accent ]

Read the case study ↗

CRM agency in Paris: FAQ

It depends on your sales cycle, team size and integrations. HubSpot and Pipedrive suit most SMEs; a custom CRM makes sense when your processes are very specific.

Yes. We audit usage and data quality, then simplify, automate and connect what exists before considering a new tool.

Yes, when it makes sense. A custom CRM shares the same database as your ERP: quotes, orders and invoices are linked with no fragile sync.

Not always. An iPaaS is useful for simple flows; beyond that, a custom integration is often more reliable and cheaper to run.

Our CRM agency is based in Paris, but we work with teams across France, in London and in Casablanca.

Further reading

How to optimise an existing CRM: 10 levers

3 min ↗

B2B CRM: how to structure your sales pipeline

3 min ↗

Custom CRM or Salesforce / HubSpot: how to choose

3 min ↗

Integrating your CRM with ERP, website and emailing

3 min ↗

How much does CRM integration cost?

3 min ↗

A CRM project in Paris?

30 minutes with an expert to scope your needs and identify the first step. No commitment.

Talk to an expert →Take the 2-min audit

Other expertise

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