CRM Concept, a CRM that scales with you, not with your licenses

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 the foundation for a rollout that sticks.

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

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

How we work

Done-for-you, from day one.

You don't need an in-house IT person. We roll out, train your team, and stay close as you grow.

01
Discovery & 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.
02
Process mapping
Your relevant processes in one consistent, professional design. Reusable, with a target-state analysis as the basis for configuration.
03
Setup & training
Training as a product: train yourselves with the materials, or we take it over. Either way, you hold the key.
04
Go-live
The finished house, handed over turnkey. We stay close for hypercare, growth and new extensions.

Voices from real conversations

It's remarkable how you already know our processes better than we do.

Management and Product Owner, NGO with around 50 staff

It's remarkable how you already know our processes better than we do.

Management and Product Owner, NGO with around 50 staff

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 model

Fair pricing. Based on real costs.

Legacy CRMs charge per user - regardless of what it actually costs them to run. We don't. We charge what your CRM actually costs us - server, storage, ops - plus an honest margin.

Legacy

Per license

You pay for every seat - including the dispatcher who clicks a few times per day.

Legacy

Per user per month

Grow, and your bill explodes. Shrink, and you're stuck in contracts.

CRM Concept

Priced on our costs

Server costs scale efficiently. 10× more users don't cost us 10× more - and that's exactly what we pass on. Fair margin, no license math.

CRM Concept

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 programs

Takeaway

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.

Why we exist

We build a solution that works without hitting hard limits. And is still fair to pay for. One system instead of five vendors. The fairest CRM that exists.

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

Thirteen years in banking, most recently Head of Payment Services at FidorBank in Berlin. Before that, accounting at Sächsische Aufbaubank in Dresden, customer advisory at Ostsächsische Sparkasse, banking apprenticeship in Pirna. At CRM Concept he owns testing, audit discipline and team coordination. So changes land safely even in operations where mistakes are expensive.

Registered in Dresden, Blasewitzer Str. 41. Three hours by ICE between us. One phone line in between.

FAQ

What we get asked most.

If your question isn't here - ask us directly in the intro call.

Book a demo

How long does rollout take?
Discovery to go-live typically 4–8 weeks. It depends on data volume, number of workflows, and integrations. Complex migrations can 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.

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?

Sales & general