Sales & Clients

Client CRM & Relationship Tracking

Most teams use a fraction of what they pay for. We build a lean CRM shaped around your pipeline and your clients — the opposite of buying a platform and spending months bending it into shape.

  • Cloud service
  • Cross-platform

The problem

Sound familiar?

  • Platforms like Salesforce are powerful — and priced and configured for enterprises, not for you.
  • You pay per seat, per month, for an interface where 80% of the buttons will never apply to your business.
  • Getting it to match how you actually work takes consultants, time, and ongoing admin overhead.

What we build instead

A tool shaped around your workflow.

  • A pipeline and contact model built around your real sales motion and the fields you track.
  • The reports you actually look at — on the screen you open every morning — and nothing else.
  • Flat-fee, owned, and simple enough that nobody needs a certification to use it.

Custom build vs. tools like Salesforce

Own it once, instead of renting it forever.

 MTek Solutions buildSalesforce & co.
Pricing modelFlat fee, owned outrightPer-seat, per-month, indefinitely
Cost as you growAdd users at no extra licence costEvery new rep is another seat fee
Workflow fitModeled on how you actually sellConfigure (or consult) for months
Ownership & dataYou hold the keys to your client dataYour relationships live on their servers
Feature bloatA focused tool your team adopts fast80% of the platform you never use
Delivery modelCloud, desktop, or cross-platform — whatever fits the jobBrowser-only, vendor-hosted, internet required

What it includes

Representative capabilities

  • Pipeline tuned to your stages
  • Contact & account history
  • Reminders and follow-up automation
  • Reports that match how you measure
  • Your data, exportable and owned

Let's build the version that fits you.

Bring the workflow. We'll handle the technical execution.

Request a Discovery Session