Sales Process & CRM
We design the sales process from lead to contract, implement it in a suitable CRM (HubSpot, Pipedrive, Odoo, Bitrix24) and train the team.
What it is
In a typical SME, leads arrive by phone, WhatsApp, e-mail and web forms, are noted in diaries or Excel, and follow-up depends on each salesperson's memory. The result: quotes never sent, customers forgotten, reporting impossible. Our sales process and CRM service brings order: we define the pipeline stages, qualification criteria, response times, e-mail and quote templates, then implement everything in a CRM chosen for your size and budget – HubSpot, Pipedrive, Odoo CRM, Bitrix24 or Zoho – with integrations to your website, telephony, WhatsApp Business, invoicing and e-mail marketing. The team is trained and adoption is tracked weekly for the first two months.
Benefits
No lead is lost any more: every enquiry has an owner, a deadline and a status. The manager sees the pipeline, the sales forecast and each salesperson's performance in real time. Response time drops from days to hours, which directly raises conversion. Automations take over routine follow-ups so salespeople focus on conversations. And through our IT division, integrations with your existing systems are done properly from the start.
How we work
The analysis stage (1-2 weeks) maps the current process and defines the target process. We choose the CRM, configure it and migrate existing data within 2-4 weeks. We train the team, launch and run weekly adoption reviews. Pricing starts at EUR 349 for process design and CRM configuration; platform licences are separate.
Who it's for
- B2B firms with sales cycles of weeks or months
- Service companies with a high volume of quote requests
- Sales teams of 2-20 people without a CRM or with an unused one
- Entrepreneurs who want reliable sales forecasts
What's included
- Mapping the current process and designing the target one
- Pipeline stages, qualification criteria and response SLAs
- CRM selection: HubSpot, Pipedrive, Odoo, Bitrix24, Zoho
- Configuration, data migration and automations
- Integrations with website, telephony, WhatsApp Business, invoicing
- E-mail, quote and follow-up sequence templates
- Sales reports and forecasts
- Training and adoption tracking for two months
How we work
- 1
Analysis of the current sales process
- 2
Target process design and CRM selection
- 3
Configuration, integrations and data migration
- 4
Team training and launch
- 5
Weekly adoption reviews
Deliverables
Recommended packages
Packages that already include Sales Process & CRM or complement it, with fixed prices and clear deliverables.
Start-Up Pack
For first-time founders: from idea to a working company, with everything set up properly.
One-time payment · excl. VAT
We register the company, choose the right activity codes, set up the bank account and working tools and explain your first-year tax obligations. You leave with a 90-day action plan and an hour of business consulting so you start with direction, not just paperwork.
- Company registration with the Trade Registry: name reservation, articles, filing
- Guidance on activity codes and the right tax regime
- Assistance with opening the bank account and electronic signature
- Google Workspace or Microsoft 365 set-up (e-mail on your own domain)
- Recommendation and initial set-up for accounting and invoicing
- Guide to first-year tax obligations and deadlines
- 90-day action plan for winning your first customers
- 1 hour of business consulting with a senior consultant
- 10% discount on your first website order
Business Plan Pack
For bank loans, investors or grant applications: a plan that gets past the committee.
One-time payment · excl. VAT
A complete business plan with market analysis, strategy, 3–5 year financial projections and risk scenarios, written in the format your bank or funding programme requires. Two working sessions with you and delivery in 10 working days.
- 2 working sessions (discovery + validation) with a senior consultant
- Market, competition and positioning analysis
- Business model, marketing and sales strategy
- 3–5 year financial projections: P&L, cash flow, break-even
- SWOT analysis and risk scenarios
- Format adapted to the bank's or funding programme's requirements
- 10-slide executive presentation (pitch deck)
- 1 revision round after the funder's feedback
- Delivered in 10 working days, in RO or EN
Growth Advisory
For managers and founders who want a consultant alongside them month after month, not just a report.
Subscription · excl. VAT
A senior consultant who knows your business and helps you make the right calls: monthly strategy sessions, analysis of the numbers, project prioritisation and direct access between meetings. The first 30 minutes are free, so we can see whether we are a good fit.
- 4 hours of consulting per month (on site or online)
- Monthly dashboard with your key business indicators (sales, margin, cash)
- Quarterly objectives plan with monthly progress reviews
- Direct WhatsApp/e-mail access between sessions, replies within 24 h
- Analysis and recommendations on pricing, processes and team
- Access to our partner network: accountants, lawyers, funders
- 15% discount on any other MATEGEO service while subscribed
- No long-term contract – month to month
Related services
Services from the same division that clients usually combine with this one.
Frequently asked questions
Didn't find your answer? Message us on WhatsApp or use the contact form.
What EU funding is available for my company in 2026?+
In 2026 there are still open calls under the Regional Programmes (North-East, North-West etc.) for digitalisation and equipment, the Recovery and Resilience components for SMEs, national schemes such as Start-Up Nation and Micro-industrialisation, plus programmes for the Republic of Moldova. We run a free eligibility pre-assessment within 48 hours, and project writing starts at 590 EUR (EU Funding Pack), with a success fee only on approval.
How much does a business plan cost and how quickly is it ready?+
The Business Plan Pack costs 349 EUR and is ready in 10-14 working days: market analysis, 3-5 year financial model, cash-flow forecasts, SWOT analysis and a presentation for the bank or investors. For plans required by funding programmes we use the exact structure and scoring grid of that call, so the project scores as highly as possible at evaluation.
Can you help me set up a company in Romania or the Republic of Moldova?+
Yes. The Start-Up Pack (199 EUR) covers advice on the legal form, business activity codes, preparation of the Trade Register file, tax registration and the initial set-up of accounting and e-invoicing. For the Republic of Moldova we work through our sister company in Chișinău, and for Romanian citizens in Italy we offer complete remote assistance, including notarised power of attorney.
What does “digital transformation” actually mean for an SME?+
It means replacing paper, parallel spreadsheets and lost messages with a clear workflow: a CRM for customers and quotes, electronic invoicing integrated with the national e-invoicing and SAF-T systems, electronic signatures, stock management and automated reports. We start with a 2-3 day process audit, deliver a roadmap with priorities and costs, then implement in stages so your team does not stall during the transition.
Ready to take your business to the next level?
Get a free analysis and a concrete proposal within 24 business hours. No obligations.