SMB

CRM that runs without a full-time admin

Configured for the team you have, not the operations department you don’t.

What’s different here

In an SMB the person who administers Salesforce also does another job. Every design decision has to account for that: fewer objects, fewer profiles, automation that fails loudly rather than silently, and documentation written for someone who’ll read it once a quarter.

Growth here is usually lumpy. A business that doubles headcount in a year needs a model that absorbs new roles without redesign — which mostly means getting the sharing model and record ownership right the first time.

Budget realism matters too. We sequence work so each phase pays for the next, and we’re explicit about what can wait.

Where CRM usually breaks

• Admin-by-availability — changes made in a rush with no test, no rollback.
• Profile sprawl — six profiles for eleven people.
• Reports nobody trusts — because two teams count “won” differently.
• Integration by CSV — a weekly export that someone forgets in August.
• No process for the process — no one owns prioritisation, so the loudest request wins.