Make the CRM you already pay for work for you.
Most teams buy a CRM and end up fighting it. We rebuild yours around how you actually sell: automated stages, agentic workflows, and reporting that tells the truth.
Same software. A completely different week.
- Leads scattered across texts, inboxes & sticky notes
- Follow-ups depend on someone remembering
- Reports nobody trusts, so nobody opens them
- One pipeline, every lead, automatically routed
- Quotes & follow-ups fire on their own
- Won/lost reporting you'll actually use
Set up once. Runs itself.
Pipeline built around your sale
Stages, fields, and required steps that match how your deals actually move, not a generic template you bend to fit.
- Custom stages, fields & required steps
- Web forms, calls & texts auto-routed in
Agentic workflows
AI workflows create jobs, kick off checklists, and chase follow-ups, so the busywork happens without a human pushing buttons.
- Triggers fire on stage changes
- An agent handles the chasing for you
Quoting & reporting
Generate quotes in a click and get won/lost reporting that finally tells you where deals are leaking.
- Branded quotes straight from the record
- Won/lost & source ROI you'll actually open
Your team is paid to sell. They spend the week typing.
Reps spend under a third of the week in front of customers. The rest disappears into admin. Most of it re-keying things the software could capture itself.
Wired into everything else.
Your CRM doesn't live on an island. We connect it to the tools your team already uses every day. No double entry, no copy-paste.
Your CRM, wired to everythingCreate the deal once. The rest files itself.
We wired Zoho CRM straight into Microsoft SharePoint through the Graph API. The moment a deal is created, its folders build themselves, no one re-keys a thing.
- Deal created once, in Zoho
- SharePoint structure builds itself
- Every deal looks the same, no exceptions
From call to live in two weeks.
30-minute call
We learn how you sell and where it breaks.
Written scope & price
A real plan, no follow-up deck required.
We build it
Pipeline, automations & reporting configured.
Train & hand off
Your team runs it. We stay on call.
Automations and AI assistants, already at work.
"I was blown away with what Colin and Conduit built for BuzzEngine. They communicated our message of trust, who we are and what we do, clearly and concisely. We are beyond happy and highly recommend them."
"If you're looking for a company that understands the future of technology and knows how to bring it to life, Conduit is your answer. Colin and his team are knowledgeable, detailed, and results-driven. 10/10 recommend."
"Our intake used to live in three inboxes. Now it lives in one place, and it tells me when something's been ignored."
A 30-minute call.
No script.
Tell us how you sell and where the CRM gets in the way. We'll tell you whether we can help, what it'll cost, and how long it'll take, on the call, not in a follow-up deck.