Technology · Integrated Marketing & Sales Systems (CRM/CDP)

One customer, one record. And the whole company reading the same thing.

CRM and CDP implementation, and the integrations that connect marketing, sales and operations into one system. Certified Pipedrive and Iubenda partners.

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Where customer data gets lost

Marketing has one list, sales has another, invoicing has the real one and support has a spreadsheet. The same customer exists four times, under four slightly different names, and nobody knows what they are worth.

Each system was bought to solve a problem and solved it. The new problem is what sits between them: hours of copy and paste, leads going cold waiting for someone, and reports that do not add up.

We start with the data model, not the tool: what a customer, a contact and an opportunity are, and which system owns each field. Only then is the CRM chosen and configured.

Then the ends are connected. Store, site, forms, invoicing, email and support writing to the same record, with consent alongside. Data goes in once and reaches everyone.

CRM, CDP and Data Integrations

What we do in data and systems

CRM implementation

Pipedrive and Zoho: pipeline, fields, automations, permissions and migration of the data that already exists. Certified Pipedrive partners.

CDP and customer profile

One profile per person, with site behaviour, purchases and consent. It is what feeds segmentation, automation and attribution.

Integrations

ERP, store, invoicing, email, support and forms connected by API or through integration platforms. No CSV exports on Fridays.

Process automation

A lead comes in, is qualified, assigned and followed up without anyone pressing a button. With AI agents when the process justifies it.

Data and reporting

One dashboard where marketing, sales and management read the same number. On analytics.jelly.pt or in your own tool.

Compliance

GDPR by design: consent recorded, retention defined and role-based access. Certified Iubenda partners.

How we work

How a company gets connected

  1. Diagnosis

    Two weeks mapping systems, fields, who writes where and how many hours are lost. Out comes the data model and the order of the connections.

  2. Model and CRM

    The CRM configured around the model, with legacy data migrated and cleaned. The sales team tests before switching.

  3. Integrations

    One connection at a time, in production, with the previous one stable. Store, invoicing, email, support, in the order that gives back the most hours.

  4. Adoption

    Training, usage rules and a month of follow-up. A CRM the team does not use is an expensive database.

How many times does the same customer exist in your systems?

If the answer is more than once, start with a data diagnosis. Two weeks, and a map of what to connect first.

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Frequently asked questions

Which CRM do you recommend?

For most sales-driven SMEs, Pipedrive: simple, visual and well served by integrations. Zoho when the company needs more modules within the same ecosystem. We also work with whatever is already in place, if it is well implemented.

What is a CDP and do I need one?

A customer data platform gathers into one profile what each person did on the site, bought, opened and consented to. You need one if you have several channels and want to segment and automate on real behaviour. If you have a single channel, a well-built CRM is enough.

Do you migrate the data we already have?

Yes, and it is the part that needs the most care: deduplication, normalising names and emails, history preserved. We run a rehearsal migration before the final one.

How long does it take?

A CRM implemented and adopted, six to ten weeks. Each integration, one to three weeks depending on the system at the other end. A CDP is a quarter-long project.

What about GDPR?

It is part of the design, not an audit at the end: consent recorded per purpose, retention defined, role-based access and the right to be forgotten executable in one click. We are certified Iubenda partners.

Integrated Marketing & Sales Systems (CRM/CDP)

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