The Agency for Intelligent
CRM Strategy.
You don't need to build software - you need to make it work. We help high-growth companies select, configure, and automate the perfect CRM stack so your team can focus on selling.
Official Implementation Partners
Platforms We Master
Consulting Services That Deliver Results
We bridge the gap between complex software and your team. We help you navigate the vendor landscape, implement the right tools, and train your people.
Platform Selection
Overwhelmed by G2 Crowd reviews? We assess your team size, budget, and goals to recommend the exact CRM (Pipedrive, Zoho, Attio) you need.
Expert Implementation
We don't just turn it on. We map your pipelines, configure custom fields, and set up permissions to match your actual real-world sales process.
Process Consulting
Technology follows process. We interview your stakeholders to map out the "Real World" workflow before we touch any software configuration.
AI Strategy & Automation
We identify manual bottlenecks and deploy Make.com workflows and AI agents to handle data entry, follow-ups, and reporting automatically.
Custom Integrations
Connect your CRM to your email, accounting (Xero/Quickbooks), and project management tools. We create a single source of truth for your data.
Data Migration
Moving from spreadsheets or a legacy system? We ensure your customer data arrives safely, cleaned, and enriched in your new platform.
Attio & Modern Stack
Specialized implementation for next-gen tools like Attio and ClickUp for startups and tech-forward companies needing extreme flexibility.
Training & Enablement
We don't just hand over keys. We run live workshops and create custom video playbooks to ensure 100% team adoption.
Our Methodology: Strategy First
Most CRM projects fail because companies buy software before defining their process. We reverse the order: we design your strategy first, then select and configure the technology to support it.
Discovery & Selection
We start by understanding your workflow. Then, we help you select the right platform (Pipedrive, HubSpot, Attio, etc.) that fits your business model.
Process Mapping
We whiteboard your ideal sales process. We ask "Why?" until we reach the core business logic, ensuring we aren't just digitizing bad habits.
Custom Implementation
We professionally configure your chosen CRM. We handle the complex setup of pipelines, fields, and permissions so you don't have to.
Training & Handoff
A CRM is useless if no one uses it. We provide hands-on training workshops and custom playbooks to ensure 100% team adoption.
Phase 1: Vendor Selection
Analysis: Compare Pipedrive vs HubSpot.
Phase 2: Configuration
Action: Map custom fields to sales process.
Phase 3: Automation
Action: Connect email & accounting tools.
Success Stories
Trusted by fast-growing, agile enterprises.
"Cassidium reduced our implementation time significantly. Their team actually listened to our sales reps, so adoption was immediate."
Sarah Chen
VP of Operations, TechFlow
"The AI automation strategy they built saves us about 20 hours a week per rep. We are finally focusing on closing deals, not data entry."
Marcus Rodriguez
CRO, OmniScale
"Finally, a consultancy that understands business process. They built a system in Monday.com that fits us perfectly."
Elena Volkov
Head of Sales, Nexus Dynamics
Start Your Transformation
Schedule a free 15-minute process audit with our senior consultants.