CRM Architecture & Revenue Data Foundation

You pay for the CRM. Your team works around it.

StraBizTech repairs or redesigns CRM records, workflows and reporting around how your business actually operates. Make information easier to trust and everyday work easier to complete.
Discuss Your CRM
MORE DATA OPERATIONS

Every report needs another spreadsheet to explain it.

A new dashboard cannot repair records or working habits it depends on. We look at the setup, the data and the work people avoid doing in the CRM.
Duplicate records make it difficult to identify the right customer or owner.
Staff keep private spreadsheets because the CRM does not fit their work.
Automation fails quietly or creates more manual corrections.
Reports show different answers to the same business question.
Build Your CRM OS
FIGURE OUT THE WORKAROUNDS

Before replacing the CRM, find out why people work around it.

The decision should follow the problem, not a software sales pitch. We review the current configuration and test the changes the business actually needs.

Repair

The platform is fit for purpose; however, the configuration of the data, fields, workflows, and reporting is not satisfactory.

Extend

A specific relationship, integration or workflow is missing and can be added without creating unnecessary complexity.

Replace

The current platform is not capable of providing reliable or cost-effective support for the required operating model.

Discuss Your CRM OS
CLEAR THE BLOCKERS

Fix the reasons your team avoids the CRM.

RM architecture defines how customer information, relationships, actions and reporting fit together. We assess the current setup, correct the parts that obstruct daily work and test changes with the people who will use them. A platform replacement is considered only when the existing system cannot meet the need.

Make the records fit how your business works

Organise customers, companies, opportunities and relationships around real work.

Find the customer behind the duplicate records

Review duplication, required fields and migration needs before changing records.

Make reminders and ownership dependable

Configure ownership, reminders, permissions and exception handling.

Get reports your team can explain and use

Align definitions and dashboards with the decisions your team needs to make.

Discuss Your CRM OS
Effective. Customer. Relationship.​
Effective. Customer. Relationship.
CONNECTED DELIVERY

Architecture and implementation remain one continuous decision.

The route begins with the business condition, follows the journey across systems and defines the smallest complete release that can be accepted and operated.
How We Work
Frequently Asked Questions​

What to know before changing your CRM

Often, yes. We assess configuration, data and platform limits before recommending migration.

Yes. Referral, partner, dealer and other relationship models can be designed where a standard contact-and-deal structure is insufficient.

Migration or restructuring requires mapping, backups, testing and reconciliation. The scope should define what moves and how it is checked.

Where supported interfaces, permissions and data quality allow. We validate the integration before promising it.

A better fit reduces friction. Adoption also requires ownership, training and consistent management practices.

Only if business teams have not agreed the stages, definitions or ownership the CRM needs to enforce.

Yes, after checking whether the source records and definitions can support the requested reports.

start a conversation

Tell us what still happens outside your CRM.

Tell us which platform you use and what your team still does outside it.

Give your team a CRM setup they can validate

We agree on the deliverables before work begins. You can start with one defined requirement.
A documented record structure and data-cleanup plan.
Configured workflows, permissions and reporting in scope.
Migration checks where needed, plus user validation and handover.
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