CRM setup
Structure, stages, fields and practical use patterns based on the inspected platform and installed functionality.
SYSTEMS
Less friction between the information and the work.
SoloDev helps growing organisations structure customer data, forms, workflows and practical automation around the way the business should operate.
Start a ProjectImprove the operating path, not just the interface.
Automation is useful when the process is understood, the data is trustworthy and people remain in control of the important decisions.
Databases
Clean-up, consistent fields, useful relationships and a clearer source of truth for the team.
Forms and workflows
Information capture and hand-offs that reduce re-entry, missed details and unclear ownership.
Practical automation
Reliable rules and connections for repeatable tasks where the value outweighs the maintenance.
AI implementation
Focused uses with clear inputs, review steps and boundaries. AI is added only when it has a specific, useful role.
Process improvement
Map the current path, find the real bottleneck and improve the work before adding more software.
WHAT GOOD LOOKS LIKE
Useful, explainable and maintainable.
The process is visible.
People can understand what happens, what is automated and where a human decision is required.
The data has an owner.
Fields, statuses and responsibilities are defined before they spread across more tools.
The maintenance is proportionate.
The solution should save more time and risk than it creates.
Have something important that needs to work harder?
Tell SoloDev what you are trying to improve, where the project is stuck and what a useful result would look like.
Start a Project