ToShift
Young company, small team — presence, pipeline and processes had to come together all at once. ToShift walked exactly the startup journey: phase by phase, no big bang.
Everything at once — on a tight budget.
A fresh company with no finished setup: no website that sells, no CRM, no documented sales processes. At the same time software should stay cheap, and good salespeople are hard to get. The question wasn't “which tool”, but where to start with low risk.
The journey — phase by phase.
- 01 Presence, leads & CRM
Website, a lead-capture tool for the trade-fair booth (leads straight into Pipedrive via Daedalus) and a CRM setup — plus sales & marketing strategy. From here sales was steerable at all.
- 02 Internal tech setup
The complete internal infrastructure: chat, files, meetings and accounts for the growing team — securely hosted, everything connected instead of side by side.
- 03 Sales via Daedalus
Taking over sales: lead enrichment and automation. André now sets up processes himself by chat and watches them in the monitoring.
Infrastructure that grows, instead of piecemeal.
- Walked the full journey for real — from the first trade-fair lead to sales taken over.
- Tech and sales from one hand, without building their own team.
- Today a paying customer on a monthly retainer.
- The setup grows with them — no rebuild at every step.
Specific terms and details on request.
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No obligation · no sales pitch · then step by step