When a ready-made CRM fits
If your sales flow is close to standard and you want the team productive quickly, a ready product is the practical route. Luci CRM is configured for your sector and usable from day one.
Solutions
Solutions / CRM
CRM Software
Bring sales and customer processes into a single flow.
Most companies looking for CRM software get stuck at the same point: customer data sits in spreadsheets, quotes live in email, and call notes stay in someone's head. Lucerna offers a fast start with Luci CRM, and custom CRM development when your process needs something different.
Signs your company needs a CRM
CRM decisions are usually made during a crisis. If several of the points below sound familiar, scattered customer data is probably costing you deals.
- Customer lists live in different spreadsheets and nobody knows which one is current.
- When a sales rep leaves, the conversation history leaves with them.
- Nobody is sure whether a quote was sent, who follows it up, or when.
- Two people send separate offers to the same customer.
- Management only learns the state of the pipeline in the weekly meeting.
What CRM software does
A CRM system keeps every customer touchpoint — from first contact to quote and after-sales follow-up — in one record. The point is not storage; it is making the next action obvious.
- One central place for contacts, companies and accounts
- Sales opportunities tracked by stage
- Quotes, calls and reminders tied to the system, not to a person
- Visible ownership and workload across the team
- A pipeline management can check at any time
Ready-made CRM or custom CRM?
When a custom CRM fits
Dealer networks, project-based selling, multi-step approvals or your own calculation logic are cases where building around the process pays off.
A combined approach
For many companies the answer is in between: start with the product, add company-specific screens and integrations over time.
How Lucerna approaches CRM
We map your current sales flow first. If the ready product covers it, we do not propose development you do not need.
Integration and data migration
- 1
Collecting existing data
Spreadsheets, legacy records and mailing lists are consolidated into one format and duplicates are cleaned.
- 2
Field mapping
We agree on which information maps to which CRM field. Unused fields are not migrated.
- 3
Connecting other systems
Accounting, reporting or call systems can exchange data with the CRM over APIs.
- 4
Go-live and training
The team starts with a short session on their own screens, and adjustments follow real usage feedback.
Related products and services
Where to start depends on which side your CRM need sits on:
Frequently asked questions
- How long does CRM setup take?
- With the ready product, setup itself is short; the timeline depends mostly on the state of your existing data and how many users need training. For custom work, the schedule is set once scope is clear.
- Can we migrate our spreadsheets?
- Yes. Customer, company and quote records are mapped and imported, with duplicates cleaned beforehand.
- Can the CRM connect to our accounting software?
- If that system offers an API or data export, a connection can be built. Scope depends on the access it provides.
- Is a CRM worth it for a small team?
- Even with a small team, customer history should belong to the company rather than an individual. Small-seat setups are possible.
See a CRM running on your own data
Request a demo to try the product, or tell us about your process if it works differently.