The problem
Off-the-shelf CRMs get customized until they are un-upgradable. Shadow spreadsheets reappear in a month. Reporting is a weekend export.
How Forklabs approaches it
We map the real objects (not the vendor’s), migrate history with a dual-run window, and build the views sales and support open every morning.
What done looks like
- Pipeline and service in one system of record
- Migrated history with a cutover plan
- Dashboards that match how managers already think
