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Rolled out in-house
Bought for the whole team. Three people ever log in.
A CSV imported once, leaving duplicates, blank fields, no history.
Default settings, because nobody had time to change them.
A thirty-minute screen share, months ago.
The real work is back in spreadsheets.
Implemented by Nuevexa
Every role has a reason to open it on day one.
Migrated, de-duplicated, and reconciled against the source.
Fields, stages, templates, and permissions built around your process.
Role-based sessions, plus written SOPs the team keeps.
Adopted, documented, and supported after go-live.
The licence renews every month, but the real work still happens in spreadsheets, inboxes, and chat threads. The platform holds a copy of reality rather than reality itself.
Duplicate records, missing history, fields that do not map to anything. Once people stop trusting what they see on screen, they stop looking, and the rollout is effectively over.
Out of the box, a platform models somebody else’s business. Without your stages, fields, and rules, every record needs a human to interpret it before it means anything.
No documentation, no administrator, nobody to ask. Small breakages go unfixed, the old workarounds come back, and the platform quietly becomes optional.
Quick question
Which platform are you paying for that your team still works around?
Before anything is configured, we map what you bought, what it has to do, who touches it, and what data exists today.
Fields, stages, templates, in-platform automations, and permissions that match how your team actually works.
Records moved, de-duplicated, and checked against the source, so the first thing people see is data they trust.
A small group runs real work through the platform. We fix what breaks, then train each role and write the SOPs.
Cutover, monitoring, and a support window while the team settles in, with documentation handed to a named owner.
Before anything is configured, we map what you bought, what it has to do, who touches it, and what data exists today.
Fields, stages, templates, in-platform automations, and permissions that match how your team actually works.
Records moved, de-duplicated, and checked against the source, so the first thing people see is data they trust.
A small group runs real work through the platform. We fix what breaks, then train each role and write the SOPs.
Cutover, monitoring, and a support window while the team settles in, with documentation handed to a named owner.
Plenty of work starts much smaller than a programme. Four shapes cover most of it, and any of them can turn into ongoing support once the platform is doing its job.
01
You have bought the platform, or are about to, and want it configured, migrated, and adopted properly the first time.
02
Moving off spreadsheets or an older tool, or stepping up to a bigger plan and rolling it out across more of the team.
03
Someone started the setup, in-house or otherwise, and it is half-configured, misfiring, or producing errors nobody can trace.
04
A single automation that keeps switching itself off, a report that will not build, fields that refuse to link. Scoped small, handled quickly.
Built on the platforms powering the world's most automated businesses
Trusted by teams at
If your team already pays for it, we can set it up properly. Rollouts follow the same pattern across most modern SaaS platforms, so ask about anything not listed here.
CRM & sales
Marketing & email
Operations & projects
Automation & commerce
01
A workspace configured around your process
Stages, fields, templates, and permissions that match how work actually moves through your business, not the demo data the platform shipped with.
02
Your data migrated and reconciled
Records moved from the old system, de-duplicated, and checked against the source before anybody has to rely on them.
03
The routine work built in
The sequences, views, and in-platform automations your team runs every week, set up and tested against real cases.
04
A team that knows how to use it
Training run by role, so each person learns the part they use, backed by written SOPs that outlive any one employee.
05
A documented handover
A named owner, administrator documentation, and a support window after go-live while the team settles in.
Teams that bought a platform in the last year and know they are using a fraction of what they pay for.
Businesses moving off spreadsheets, or off a tool that no longer fits, where the data has to come across intact.
Companies where an implementation was started in-house, stalled halfway, and needs someone to finish it properly.
Owners who would rather learn the platform than be locked out of it, and want the build explained as it happens.
Anyone with one stubborn thing to fix, who wants it handled without buying a programme of work around it.
Every implementation is scoped before any work begins. You get a fixed price and a fixed timeline, with no open-ended retainers.
Typical timeline
A single-platform implementation is usually scoped and live within 2 to 4 weeks. Rollouts spanning several platforms, or migrations carrying years of history, typically run 4 to 8 weeks depending on data volume and the number of teams involved.
Scoping tells you which of the two your rollout is before anything is committed.
Pricing structure
Scope first, then a price. Rollouts are quoted as fixed-price projects covering scoping, configuration, data migration, testing, training, and handover, agreed before any work begins.
Smaller pieces of work are scoped to match rather than padded into a programme, and ongoing support is available once the platform is live and your team is running on it.
Scoping, configuration, data migration, the workflows you run inside the platform, permissions, role-based training, written SOPs, cutover, and a support window after go-live. The goal is an adopted platform, not a completed checklist.
A single platform is typically scoped and live within two to four weeks. Multi-platform rollouts, and migrations carrying long data histories, usually run four to eight weeks depending on data volume and how many teams use the system. A single fix to an existing setup is usually a matter of days.
Yes. Records are mapped to the new structure, de-duplicated, migrated, and reconciled against the source before go-live. Where history cannot come across cleanly, we say so during scoping rather than after.
Most often Airtable, ClickUp, Pipedrive, HubSpot, Apollo, Brevo, Klaviyo, Zapier, Make, n8n, Asana, Monday, Glide, Dubsado, and Shopify, including the accounting and commerce systems they connect to. The rollout pattern is the same for most modern SaaS platforms, so ask if yours is not on the list.
Yes, and it is a common request. We audit what exists, keep what works, correct the configuration and data that do not, and finish the rollout rather than starting again from nothing.
Yes. Training is run by role, so each person learns the part of the platform they use, and it is backed by written SOPs so the knowledge does not sit with one person. Where you would rather learn by doing, we build alongside you and explain the decisions as we go.
Both. A single misfiring automation, a report that will not build, or fields that refuse to link are scoped as small pieces of work in their own right. You do not have to buy a programme of work to get one thing fixed.
Scope first, then a price. We would rather understand the setup on a short call and quote for the work that is actually needed than put a number on it in advance and be wrong in either direction. Larger rollouts are fixed-price projects; smaller pieces and ongoing support are scoped to match.
Join teams who reclaimed 18+ hours/week.