Process

How does working with a Close partner work?

Talk first, then plan, then build. Throughout, you talk directly to Justus Kraft, the founder of CRM Kraft.

Strategy call
60 minutes that cost nothing and commit you to nothing. You tell us where your sales process stands right now, and we ask questions. Afterwards both sides know whether it is a fit.
Discovery
If it fits, we take a closer look. How does your team really sell today, not according to the process document but day to day? Where does the data live, and which tools run alongside? That picture turns into the goals and a project plan.
Approve the plan
You see in advance how the pipeline, fields, automations and integrations will look. Nothing gets built without your go-ahead.
Build and training
CRM Kraft does the build, testing included. Your team gets trained once the system is running. What that means for your project in detail (scope, order, who gets trained when) is something we discuss in the strategy call.
Improvements after go-live
A system like this is never really finished, because processes keep changing after go-live. So CRM Kraft reaches out on its own when something could work better. And if you come up with something yourself: you have a direct line, and new ideas get built quickly.

How long does it take?

In most projects 2–4 weeks to go-live. A simple setup goes faster; many integrations make it take longer.