Discovery / Structured requirements gathering
A half- to full-day workshop with the people who'll actually use the system. We listen, challenge assumptions, document.
- Stakeholder interviews
- Current-state analysis
- Target picture & success metrics
CRM consultancy from Dresden · GDPR compliant
Process first. Then the system.
We start with a discovery workshop, not a software demo. You get a requirements profile, an audit of your tool landscape and your processes properly mapped. Deliverables that stand on their own, whatever CRM comes next.
Then you choose: We guide the CRM you pick or already run. Or we build on our own, done-for-you, priced by real cost.
app.crm-concept.de
Analytics
Sample visualisations. We configure your concrete KPIs together.
Conversion funnel
Leads
47
Quotes
28
Jobs
18
Closed
12
Revenue over time
184k €+18% MoM
Weekly load
M
T
W
T
F
North
South
East
lessmore
Status mix
Leads32
Quotes28
Jobs24
Closed16
- Servers where you want them
- GDPR compliant
- Made in Germany
- 100% done-for-you onboarding
- No tracking
Consulting
Software alone doesn't fix processes.
Before we configure anything, we understand it. Discovery and process mapping aren't add-ons, they're standalone deliverables: requirements profile, audit, process maps. Tool-neutral, usable with any system. Not just ours.
Process mapping
We map your workflows. Lead to invoice, complaints, recurring services. The way they really run. Then we build to that.
- End-to-end workflows
- Integration inventory
- Friction points & quick wins
And if you continue with us afterwards, the workshop fee is credited in full.
How we work
Done-for-you, end to end.
You don't need an in-house IT person. We roll out, train your team, and stay close as you grow.
- 01Discovery & requirements
You walk away with a detailed, usable requirements profile. And you know what you actually want, challenged by people who've seen hundreds of rollouts.
- 02Process mapping
Your relevant processes in one consistent, professional design. Reusable, with a target-state analysis as the basis for configuration.
- 03Setup & training
We configure, on the CRM you chose or on ours. Training as a product: train yourselves with the materials, or we take it over. Either way, you hold the key.
- 04Go-live
The finished house, handed over turnkey. We stay close for hypercare, growth and new extensions.
How a project runs
From workshop to live, in clear phases.
The roadmap is a schedule, not a vague promise. The example shows a focused, single-team rollout. More departments or sites keep the same phases, build and onboarding stretch with the scope. Drag the week, or let it play.
Week 1 · Discovery workshopExample scope: single team
Discovery workshop· weeks 1-3
Deliverable: Requirements profile, process maps and a ranked list of friction points.
Indicative timing for a focused rollout. Bigger teams, more integrations or several sites keep these phases but run longer. Your real schedule comes out of the workshop, sized to your scope.
Two tracks, one start
One workshop, two tracks.
Most CRM projects start with the software and bend the business to fit it. We do it the other way around: The workshop shows how you really work. Then you choose how to continue.
CRM guidance
We implement the CRM you choose, or fix the one you already run. Vendor-neutral, no sales agenda.
For you if a tool is already set, or licenses are already running.
- Vendor-neutral selection, setup and configuration
- Integration with your existing tools
- Training, handover and governance
- Ongoing optimisation for as long as you need us
Our CRM
Our own CRM, implemented done-for-you. Priced by real cost instead of per seat.
For you if you want one partner for the system and the build.
- Done-for-you implementation by us
- Priced by real cost, not per license
- AI and banking automation included
- One team for software and support
Either way: The workshop fee is credited toward whatever you build next. You never pay twice for the same thinking.
Voices of our customers
It's remarkable how you already know our processes better than we do.
It's remarkable how you already know our processes better than we do.
Try it yourself
The tool we use to draw your processes.
Process mapping produces exactly these diagrams: lead to invoice, complaints, recurring services. Here is the editor, hands-on. Drag boxes, connect arrows, rebuild one of your own workflows.
Loading the editor
Tip: Start from a preset (Standard, Trades) or from blank. Everything is saved locally in your browser, nothing leaves your device.
Who we build for
Mittelstand, trades, nonprofits and sales orgs. Four worlds, one CRM.
Outgrown spreadsheets, WhatsApp, and starter tools. But the big-name vendors (Salesforce, ServiceTitan, nonprofit suites) are too expensive, too big, or too generic. That's exactly where we come in.
Mittelstand with complex processes
10 – 1,000 users- Multiple teams, locations, or service lines
- Custom workflows no off-the-shelf tool covers
- One or two people decide. No committee
Trades & local services
5 – 200+ employees- HVAC, plumbing, electrical, roofing, landscaping, pest control, cleaning, pool service, general contracting
- Multiple crews, service lines, or custom workflows
- No dedicated IT. Everything must run out of the box
Nonprofits & associations with large communities
100 – 10,000+ members- Members, donors & volunteers in one CRM
- Subledger accounting (Nebenbuchhaltung) for donations, fees & restricted funds
- German donation receipts (Zuwendungsbescheinigungen, ZWB) auto-generated as PDF, GDPR compliant
Sales orgs & multi-level structures
from 50 agents- Multi-tier hierarchies with teams, regions, and sub-agents
- Commission accounting with cascading levels
- Custom commission models no off-the-shelf tool covers cleanly
You're ready for CRM Concept if you ...
... run on spreadsheets, WhatsApp, and HubSpot Free
... and jobs, quotes, or appointments are slipping through
... are paying for Salesforce or ServiceTitan
... and using a fraction of what you bought
... just hired, expanded, or launched a new service line
... and your tools aren't keeping up
... pull tax-deductible receipts (ZWB) manually from spreadsheets
... and your bookkeeping is disconnected from donor comms
Product
Everything you need. Nothing you don't.
No feature bloat, just the things that actually save time in day-to-day operations.
Unified pipeline
Lead → quote → job → invoice in one system. Not four tools, four logins, four sync errors.
Dispatch & crews
Who's where tomorrow? Drag & drop the week, no WhatsApp ping-pong at 10pm.
Quotes & invoices
From job to quote in 30 seconds. Customer signs on the tablet on-site, invoice goes out, done.
Customer history & comms
Calls, emails, WhatsApp, past jobs, all attached to the customer. No more 'who talked to them last?'
AI built in
Summarize calls, suggest replies, autofill templates, included. No extra subscription, no extra tool.
Integrations that actually work
DATEV, Outlook, Google Workspace, common POS systems. We configure, we maintain, you don't.
API & connectors
REST API, webhooks, and common connectors (Zapier, Make, n8n). Plug in your own tools, no vendor lock-in.
Sales, marketing & customer success
Lead nurturing, cross- and upsell workflows, key-account management, NPS tracking. Growth from existing customers, not just new acquisition.
Pricing
Three services, one fair price.
The workshop first, then your track. Every service has a transparent model. The exact number comes after the intro call, here is the orientation.
Workshop & auditFirst
from €1,000
The starting point. Valuable on its own.
Business analysis, requirements capture and process mapping, plus an audit of tools, security and digitalisation. It ends with a target-process sketch, tool-neutral and usable with any system.
- Business analysis and current-state capture
- Requirements capture and process mapping
- Audit: tools, cyber security, digitalisation
- Target-process sketch and quick wins
The first step for everyone. The fee is credited if you continue with us afterwards.
CRM guidance
€130/h · from ~€5,000/month
We steer, you decide.
We guide you, steer your implementation partner or take on the build ourselves. Classic product-owner work: concepts, requirements and processes in a continuous mode.
- Retainer on an hourly basis, €130 per hour
- Steering of your implementation partner
- Our own implementation on request
- Product-owner work: concepts, requirements, processes
With project management, process ownership or project involvement: individual pricing depending on scope.
Our CRM
modular, priced by real cost
Your system, from building blocks.
A lean base plus the modules you actually need. Pick from the feature catalog, we map all your processes. Priced by real cost instead of per license. So far we've at least halved the cost of comparable systems.
- Modular feature catalog
- AI and banking automation included
- Lean base, the rest tailored to you
- Priced by real cost, not per seat
- Also as a companion system, if API-connectable
For every process you drew in the workshop. One system, one partner.
Pricing calculator
What does CRM Concept actually cost you?
Drag the slider to your team size. We show you the price per plateau, and what you'd save vs classic per-license models.
Your configuration
50 users3 Departments0 / 10 FeaturesPayment option: Upfront
Ongoing SaaS
€499/month
€5,988/year
Project (rollout)
Upfront
No features selected yet
Year 1 total
€5,988
vs. typical per-license rollout: €70,000–€95,000
Up to 80% may be covered by public fundingView funding programsTakeaway
- Project costs comparable to or below typical Salesforce/HubSpot rollouts
- License costs transparent per plateau, no hidden per-license fees
- Flexible payment options: upfront, T&M, or instalments with minimum term
Example values for illustration. Final pricing depends on usage, modules, and integrations, we walk you through it transparently in the intro call. Plateaus reflect real infrastructure costs (server, storage, backups). The per-license comparison uses €75/user/month as a conservative average for enterprise CRMs.
Comparison
Why Mittelstand lands with us.
A short side-by-side, based on what we see every day with customers switching.
| CRM Concept | Enterprise CRM | US service tool | |
|---|---|---|---|
| Pricing model | Based on our cost | Per license | Per user |
| Rollout | Done-for-you | DIY or partner | DIY |
| Mittelstand fit | Yes | With effort | Limited |
| DACH-language support | Direct from vendor | Via reseller | Limited |
| DATEV & local standards | Standard | Add-on | Rare |
| AI included | Yes | Paid add-on | Add-on |
General market observation. Specific vendors vary, we're happy to do a 1:1 comparison with your current system.
Who builds this
Two people. One GmbH in Dresden.
CRM Concept is a small Saxon GmbH split between Berlin and Pirna. We know each other from our FidorBank years: Corin set up the Salesforce CRM there, Daniel ran payment operations. CRM Concept grew out of that combination, someone who builds the system and someone who has to answer for it in daily operations.
Berlin
Corin Goetzke
Managing director, CRM architecture
Twelve years in CRM, eight of them in the Salesforce ecosystem. Most recently Senior Technical Consultant at Salesfive for enterprise, nonprofit and Mittelstand projects. Before that, four years of process and CRM ownership at FidorBank in Berlin. Maths at TU Berlin.
Pirna
Daniel Teichmann
Co-founder, operations
Eighteen years in banking as a trained bank clerk and banking business economist, from payments to KYC operations to accounting, in specialist and leadership roles across Berlin, Frankfurt and Munich. A career that pairs operational craft with strategic responsibility. At CRM Concept he owns test procedures, audit discipline and team steering, so changes run reliably even in sensitive day-to-day operations.
Registered in Dresden, Blasewitzer Str. 41. Three hours by ICE between us. One phone line in between.
Wayfinder
Which path fits your team?
One question sits at the top: the discovery workshop. Only once your processes are on the table does the tree fork toward a recommendation. Click through, every path starts at the root.
Root: discovery workshopFork: a yes/no questionLeaf: a recommendationRead top to bottom. The system decision is always a leaf.
Trace a path
Pick a leaf. The tree lights up the route, and it always starts at the root.
Our CRM
We build on ours.
- StartDiscovery workshop
- QuestionNeed a standard tool?
- RecommendationOur CRM
Whether we guide your CRM or build on ours: The path begins with the workshop. Discovery is not optional, it is the root.
FAQ
What we get asked most.
If your question isn't here, ask us directly in the intro call.
If your question isn't here, ask us directly in the intro call.
Book the workshopHow long does rollout take?
Workshop to go-live typically 8 to 12 weeks, plus an optimisation phase after. It depends on data volume, number of workflows, and integrations. Complex migrations take longer, we'll tell you that in discovery, not after signing.
Where is our data hosted?
You choose the region. Default is Germany (Frankfurt), but we can host in any region your compliance team requires. GDPR-compliant setup with data-processing agreement as standard. You retain full control: export anytime as CSV, JSON, or via API.
How does pricing actually work?
We size our fee based on what your CRM actually costs us: server, storage, backups, support. Plus a fair margin. More users barely costs us more, so it barely costs you more. No per-user fees, no module math. We walk you through the exact number transparently in the intro call.
Can we migrate existing data?
Yes. We've migrated from Excel, HubSpot, Salesforce, Pipedrive, Jobber, Housecall Pro, and common industry tools. Data cleanup is part of the rollout.
Contract term?
12-month minimum, then month-to-month. We want you to stay because the system works, not because of a clause.
Do we have to end up on your CRM?
No. After the workshop, you choose. CRM guidance means we implement the system you pick or already run. Vendor-neutral, from selection through configuration and integrations to training and governance. Our own CRM is the second track, not a condition. We recommend what fits your processes, and justify it in the requirements profile.
What happens to the workshop fee?
The workshop has a fixed price we name in the intro call, depending on scope and headcount. The deliverables are yours: requirements profile, process maps, audit, usable with any system. If you continue with us afterwards, on either track, the fee is credited in full. You never pay twice for the same thinking.
Get started
Let's talk. 30 minutes is enough to see if it fits.
Book a slot on the calendar directly, or send us a short note about what you're using and where it's breaking.
Prefer to talk directly?
Book directly on the calendar
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