/ CRM & AUTOMATION

CRM that connects customer data, processes and communication

Your CRM can become the place from which your team manages sales, communications, and customer care. For small and medium-sized B2B companies, we select and implement systems that fit their business process, and set up integrations, automation, and reporting. This gives your team an overview of every opportunity and more time to talk to customers.

Arrange a FREE CRM consultation

Bratislava and online • B2B consulting • Solution according to company needs

CRM / CUSTOMER DATA FLOW

CONNECTED

CRM A unified view of the customer

Customer data Contacts • history • attributes

Shop Leads • pipeline • opportunities

Automation Workflow • nurturing • lifecycle

Customer care Service • requirements • communication

Reporting KPI • performance • decision-making

Integrations Website • e-shop • systems

DATA

WORKFLOWS

favorite / CRM_VALUE

Solutions brought by CRM

CRM connects your customer data, business processes, and communications into one system, allowing your business to create a better experience at every point of contact with your customer.

touch_app

Good CRM is felt by the customer in every interaction — exactly when the company knows who it is, what it needs, and what to do next.

01 visibility

A unified view of the customer

With better context about the customer, their needs, history, and interactions, the team can create more accurate and relevant experiences.

02 sync_alt

Connecting business, marketing and care

Thanks to the connection, individual teams share complete information, which means that the customer receives a consistent experience across the entire company.

bolt

Automate repetitive tasks

The result is less manual work and therefore more space for steps that the customer will truly appreciate.

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Better processing of leads and opportunities

Thanks to a clearly set process, inquiries and opportunities always have a specific next step and a quick response from the team.

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Personalized communication

The customer thus receives the relevant message at the right time, depending on the situation and phase of the relationship.

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Measurability and reporting

Thanks to this, the company can see exactly what works in communication, sales, and customer care.

Customer completing purchase and payment

Customer receiving relevant communication

/ 04 CARE The relationship with the customer does not end with the purchase.

The relationship with the customer continues after the purchase, which is why CRM helps to pick up exactly where the sale left off.

SELECTIONPURCHASECOMMUNICATIONCARE

/ SCOPE OF SERVICE

From CRM strategy to measurable results

We will set the scope exactly according to where your company is currently located. We will take care of either the entire CRM project or a specific phase — from analysis and system selection to automation, reporting and further development.

ANALYSIS

CRM strategy and analysis

First, we define the business goals, customer journey, processes, user roles, and data that the CRM is supposed to connect and support.

Goals Processes Data

SELECTION

Choosing the right system

We will then independently compare platforms based on your needs, budget, team, and existing infrastructure to provide you with an objective recommendation.

CRM fit Budget Roadmap

IMPLEMENTATION

Setup and implementation

We then configure fields, segments, permissions, pipeline, and user scenarios so that the team can actually use them from the start.

Configuration Roles Migration

CONNECTION

Integrations and data flows

We will then connect the CRM with the website, forms, e-shop, communication tools, and other systems so that data flows automatically and exactly where the team needs it.

Website Online store APIs

AUTOMATION

Workflow and communication

At the same time, we will design lead nurturing, lifecycle scenarios, transactional communication, and automated tasks that will speed up the team's work and customer response.

Workflow Lifecycle Nurturing

EVALUATION

Reporting and optimization

Finally, we set up KPIs, dashboards, and data quality control. We continuously evaluate the results, so the CRM continues to evolve based on real performance.

KPIs Dashboards Optimization

The entire project or just the phase you need

We will adapt the scope to your situation, internal capacities, and priorities — the entire project, or exactly the phase you need.

Consult CRM project

/ RESULT OF COOPERATION

When CRM starts working for your business

The value of CRM is primarily determined by how it changes the daily work of the team. It brings better overview, less routine and processes that can be managed, measured and further developed. Thanks to this, the team works with the same information and clearly sees what needs to be done next — less searching and more decision-making.

The business team evaluates the results of CRM and customer processes — / 01
**Less searching. More decision-making.** The team works with the same information and sees what to do next.

A unified view of the customer

This makes data, history, and context available in one place.

Less manual administration

Automated tasks and data flows take over routine work for the team.

Systematic lead processing

This means that each lead has a clear status, responsibility, and understandable next step.

Consistent customer communication

The messages follow both the stage and the customer's previous experience.

Better team collaboration

Thanks to this, sales, marketing and service work with the same priorities.

Measurable CRM and marketing processes

So you have KPIs, dashboards and clearly defined control points at your disposal.

A system ready for further growth

The solution then easily adapts to the growth of your business.

Fewer tools, more connections. We will always adapt the specific result to your starting point, data quality, processes, and team readiness for change — and that is the value of the consulting approach.

/ CHOOSING A CRM PLATFORM

CRM for your sales style

We evaluate the platform based on its benefits to your business. That's why we first map your business process, lead sources, communication methods, and system connectivity. Based on these findings, we then recommend the technology and scope of implementation that will bring the most value to your team.

01Business process

02Lead sources

03Team size

04Communication channels

05Integrations and data

06Planned growth

We compare each platform according to the same criteria: focus → ideal client → key capabilities → pricing model → typical usage WITHOUT ORDER OF WINNERS

CRM and marketing automation

Brevo Agency Partner

Connected customer lifecycle

From first contact to repeat purchase

FORM SEGMENT AUTOMATION FOLLOW-UP

Ideal use

Brevo is ideal for businesses that source leads online and work with a higher volume of contacts. Segmentation and automated follow-up communications allow them to reach customers at the right time throughout their lifecycle.

CRM and marketing communication
Segmentation and automated processes
Transactional communication
Integrations and data events

Pricing modelCommunication volume + selected plan

Typical useMarketing throughout the customer lifecycle

Consult about CRM and automation

Business CRM

Affiliate Partner

Business opportunity management

Every opportunity has an owner, a stage, and a next step.

Pipedrive gives B2B teams an overview of open opportunities, sales activities, quotes, and expected revenue, all in one place in a visual overview of sales stages.

LEAD QUALIFICATION OFFER OBTAINED

Ideal client

A traditional sales team with a longer sales cycle and the need to systematically manage business opportunities.

Visual pipeline
Tasks and next steps
Email communication
Forecasts and integrations

Pricing modelPer user / month

Typical useB2B pipeline management

Affiliate link: If you sign up through this link and activate a paid Pipedrive plan, Specify Labs may earn a commission at no additional cost to you.

Sales process under control View current offer ↗

Relationship CRM

Affiliate Partner

Relationship-based selling

Turn contacts and relationships into managed business opportunities

folk is a flexible CRM for teams that grow sales through networking, referrals, LinkedIn, partnerships, and long-term professional relationships. Relationships gain a clear structure and become a measurable source of revenue.

CONTACT CONTEXT FOLLOW-UP OPPORTUNITY

Ideal client

Consultants, agencies, smaller B2B teams, founder-led sales firms, recruiting teams, and partnership-based businesses.

Contacts and relationships
LinkedIn and data augmentation
Email and calendar
Flexible working procedures

Pricing modelPer team member / month

Typical useRelationship-based selling

Affiliate link: If you sign up through this link and activate a paid folk plan, Specify Labs may earn a commission at no additional cost to you.

Activate your contacts View current offer ↗

CRM for active sales

Close Partner

Active outreach

More time for business conversations

Close combines CRM, email, telephony, SMS, and sales activities into a single workspace, allowing teams that reach more leads daily to spend more time selling.

LIST SEQUENCE SPEAK MEETING

Ideal client

Internal sales and outreach teams, B2B SaaS companies, agencies and businesses with intensive business communication.

Email, calls and SMS
Communication history with contacts
Workflows and sequences
Phone calls and team tasks

Pricing modelUser license + communication services

Typical useActively reaching out to customers

Affiliate link: If you sign up through this link and activate a paid Close plan, Specify Labs may earn a commission at no additional cost to you.

Accelerate active sales Try Close for free ↗

CRM directly in Gmail

Affiliate Partner

CRM in Google Workspace

CRM right in your Gmail

Streak is a CRM for smaller teams and professionals who manage sales and customer relationships primarily through Gmail. Sales stages, opportunity tracking, shared communication history, and AI capabilities stay right in Google Workspace.

GMAIL PIPELINE TASK FOLLOW-UP

Ideal client

Smaller sales teams, consultants, agencies, and freelancers who work primarily in Gmail and want to manage sales directly from their inbox.

Sales stages and opportunity tracking in Gmail
Shared email overview for the team
AI Autofill and AI Summaries
Flexible workflows in Google Workspace

Pricing modelPer user / month

Typical useBusiness pipeline right in Gmail

Affiliate Links: If you sign up through one of these links and activate a paid Streak plan, Specify Labs may earn a commission at no additional cost to you.

Get advice about Streak View current offer ↗ Try Streak for free ↗

/ Independent consultation

Are you looking for a CRM that fits your team?

We will assess your process, lead sources, communications, integrations, and reporting. Based on this, we will recommend the system that best fits your team, budget, and growth plan. We will openly disclose any partnerships.

Arrange a free consultation

Partnerships Some links on this page are affiliate links. If you activate a service through them, Specify Labs may earn a commission at no additional cost to you. We always choose a solution based on your business needs, processes, and desired results.

/ WHY_SPECIFY_LABS

Why consult CRM with us?

For small and medium-sized B2B companies in Slovakia, we combine strategic business thinking with deep knowledge of software architecture and automation.

„"We will help you not only choose a tool, but above all define what the system should do, what data it needs, and how its benefits will be measured."“

10+ years

Experience with digital projects

We use our knowledge of business, marketing, and technology to design a CRM that fits your business processes and your team's needs, helping you prioritize before implementation begins.

Partnerships

CRM platform partners

We are a Brevo Agency Partner, a Close partner, and an affiliate partner of other selected CRM platforms. We help you choose the right solution and configure its use according to your business processes, needs, and goals.

Clear procedure

You invest with confidence

We first map your processes, data, and team capabilities. Based on this, we design a CRM, implementation process, and priorities so you know exactly what the project entails, what costs are involved, and how you will evaluate its benefits.

Tailor-made solution

Focusing on client needs

We integrate exactly the features and automations that move your business forward into CRM — every field and every process has clear business sense.

How do we find out which CRM system is right for us?

Strategy

We first map your processes, contact volume, team needs, and existing technology environment. We then compare suitable platforms based on features, costs, integration options, and future development. Based on the comparison, we recommend a solution that meets your business needs.

Do we need to replace the existing CRM system?

Optimization

Often, it's enough to fine-tune the pipeline, data structure, automation, and the way the team works with CRM. We therefore recommend a new system only when the current one limits processes, integrations, reporting, or further growth.

Can you connect CRM with a website or e-shop?

Integrations

Yes. We connect CRM with websites, forms, e-shop platforms, ERP systems, analytics, and communication tools. Depending on the capabilities of the specific solution, we use native integrations, APIs, webhooks, or integration platforms like Make and Zapier.

Do you also help with data migration and cleaning?

Data

Yes. Before the migration, we will first assess the quality of the data, design the target attribute structure, and prepare rules for duplicates, incomplete records, and historical data. At the same time, we will plan the transfer so that the data is usable for business, communication, and reporting after deployment.

Is it possible to start with just CRM analysis?

Analysis

Yes. A separate CRM analysis can be the first output of the collaboration. You will receive a mapping of processes, requirements, data and integrations along with a recommended next step. Based on the output, you can continue with us or use it when selecting another implementation partner.

What is the difference between CRM and marketing automation?

Automation

CRM centralizes customer data, interaction history, and lead management. Marketing automation then uses this data for segmentation, personalized communications, and triggering scenarios based on customer behavior. Many modern platforms connect both areas into a single system.

How long does CRM implementation take?

Implementation

The length depends on the scope of processes, data quality, number of integrations, and availability of the internal team. We can handle a simpler deployment in a few weeks, while a more complex solution with migration and multiple integrations requires more time. Therefore, we will determine a realistic schedule only after the initial analysis.

Is the initial consultation free?

Consultation

Yes. The initial consultation is non-binding and free of charge. It serves to understand your situation, goals and the greatest opportunities for improvement. After the conversation, we will recommend a specific next step and a form of possible cooperation.