One conversation
We talk about how a lead moves today and where it stops. One hour is usually enough.
A CRM for small teams, without enterprise overhead.
Small teams do not need a platform with 400 settings. They need every lead owned, every follow-up scheduled, and a clear answer to what is open right now.
What a small team actually needs.
The failure mode is not lack of features; it is lack of discipline that a system can enforce. A small team needs the pipeline to be the single source of truth, so that the weekly conversation starts from the same numbers for everyone.
- One place where every lead lives, with an owner
- A next step on every open opportunity
- A dashboard the owner can read in two minutes
- No per-user fee that punishes hiring
What we deliberately leave out.
No modules you will never configure, no role hierarchy for a team of four, no implementation project that takes a quarter. Start with the pipeline and the follow-up; add complexity when the operation asks for it.
How it grows with you.
The same base becomes a full NEOS platform later: role-based portals, audit trail and document approvals on the Scale tier ($16,000 USD), or ERP integration on Enterprise. Nothing is thrown away when you grow.
What the first 30 days look like.
Week one is a single conversation about how a lead moves today. Week two we configure the pipeline and load your contacts. By week three your team is working in the system, and the first weekly review happens on shared numbers instead of a memory contest.
The goal is not a report. It is that Monday's meeting starts from the same list for everyone.
The number that usually justifies it.
For most small teams the calculation is simple: one recovered deal per quarter typically covers the entire implementation. Everything after that is margin you were already earning and quietly losing.
What we need from you to start.
Not a technical document. We need to understand your stages, who owns each one, where leads arrive today, and what normally happens after the third contact. With that, the pipeline design is a conversation of one or two hours, not a project.
What we measure in the first month.
Three numbers tell you whether it is working: how many opportunities are open and owned, how long it takes to answer a new lead, and how many stalled opportunities were reactivated. If those three move, the rest usually follows.
Why not just a spreadsheet.
A shared spreadsheet can store a list, but it cannot assign an owner, remind a next step, or show which stage loses the most deals. For a team of three, a sheet survives a few months; it does not survive a holiday, a new hire and a busy quarter at the same time.
How we start small.
Configure the pipeline
Stages, owners and rules that match your team, not a template for a company twenty times larger.
Load your contacts
We bring your existing lists in and clean obvious duplicates.
Review weekly
The Monday meeting starts from the same list for everyone, and we tune for 30 days.
Sized for you vs. enterprise SaaS.
| Design X AI (custom) | Per-user SaaS | |
|---|---|---|
| Setup time | Days, not a quarterly implementation | Weeks of configuration and training |
| Cost | One-time payment, no per-user fee | Per-user monthly, rising with headcount |
| Complexity | Only what your team will use | Hundreds of settings you never touch |
| Reporting | A dashboard the owner reads in two minutes | Reports someone has to build |
| Growth | Add modules when the operation asks | Upgrade tier or change vendor |
| Ownership | Your code and data | Vendor's platform |
Before you decide.
Is it worth a CRM for a team of three?
Yes, if leads arrive from more than one channel. The value is not scale, it is not losing the fourth follow-up.
Do we pay per user?
No. One-time payment; adding a user later costs nothing.
How long does implementation take?
Typically four to eight weeks from the approved scope, including migration and one training session.
Can we start with just the pipeline?
Yes. Start with the pipeline and follow-up, and add modules when the operation asks for them.
Will my team actually use it?
That is the design goal: fewer fields, clearer stages, and a weekly review that uses the system as the source of truth.
What does it cost?
The Launch tier starts at $7,500 USD one-time, with growth tiers at $12,000 and $16,000 depending on scope.
Get a written scope in 48 hours.
Tell us how prospects currently arrive and where they get lost. We return a fixed-scope proposal with no commitment.