A CRM that finally fits
This is more than a new CRM. For the first time, the whole firm sees the same picture of our business – on a system we own and can keep building on, AI included.
The challenge
Gemic, a global strategy and innovation consultancy with four offices and around 60 people, ran its sales on Pipedrive, but had long outgrown the standard setup. Its verticals, the principle the whole firm is organized by, could only be approximated with custom fields. The reports the firm actually steered by – by vertical, sales and revenue against target, a forecast weighted by deal stage – lived in spreadsheets synced by hand. Sales conversations, too, ended up in a makeshift spreadsheet of their own. And with 20 paid seats, every additional user was a budget question.
What I built
A CRM built around how the firm actually sells. Every view – deal board, reports, conversations, clients – switches between verticals and regions at a click. Sales and revenue are tracked against each vertical’s targets, with a forecast weighted by deal stage. Sales conversations live in the CRM itself, linked to clients and deals – so the team can finally see who last spoke to whom, how actively each vertical is talking to the market, and which clients have gone quiet. New deals announce themselves in the right Slack channels and flow into the firm’s project system, and the full Pipedrive history came across, cleaned up. Code and data belong to Gemic.
The outcome
Operations loves it, because it finally does what they need – and the spreadsheets around it are gone, from the reports synced by hand to the makeshift log of sales conversations. With no per-seat fees, the whole firm works in it now, not just 20 seat holders, which CEO Johannes Suikkanen values for the transparency and ownership it creates. AI comes next: reading inboxes and calendars, drafting follow-ups, sending proactive reminders. The team deliberately chose to get the foundation right first – and to add AI carefully on top.
