AI-ready CRM implementation

Fast, simple
and scalable.

FortCRM makes SMEs AI-ready, with Pipedrive as the CRM foundation and automation that takes administrative work off your plate.

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Sound familiar?

"AI is on the agenda everywhere, a concrete starting point is often missing."

"Your CRM is half set up and no one on the team uses it consistently."

"Your admin lives in Excel, your invoices in Word. Only your accountant has the full picture."

That calls for a CRM system that forms the foundation of your business and your AI ambitions.

Our approach

Five steps to a CRM that's ready for AI.

Quick scan

In one session we map your systems and processes, including where the biggest wins are.

Foundation

Pipedrive as a proven CRM foundation. Quick to set up, without unnecessary complexity.

Optimisation

We refine processes and connect your CRM to the systems you already use, no islands.

Automation

Workflows take over repetitive work: following up leads, enriching data, triggering tasks.

Data and reporting

We turn your CRM data into insight and clear reporting: growth, bottlenecks, and next steps.

Monthly ambition talk

Looking ahead every month

Every month we look ahead together: what's working, what can improve, where the next opportunities are.

Who we work with

Built for the early majority of SMEs

AI and automation are high on your agenda, but you're not quite sure yet where to start. We get your business ready for AI.

Four signals we hear often, whatever the industry:

You've outgrown your spreadsheet

Loose lists and emails become unmanageable once the team grows.

Nobody remembers who agreed to what

Client agreements are scattered across inboxes, notes and memory.

Quotes go unfollowed after they're sent

Following up takes time, so it happens too rarely.

Reporting eats half a day

Gathering numbers by hand from multiple systems for one overview.

Recognise one of these? Then we're probably a good fit, whatever industry you're in.

Packages

Three ways to get started

Compare at a glance what each package takes care of, and what stays yours.

👆🏻 Swipe <-> 💡 Tip: click an icon and press Tab	Fully managed We do it for you	Most chosen Shared We do it together	Independent You do it yourself
Process fully mapped out	We map out the full process, including exceptions and edge cases, and optimise where needed.	We map out the key steps and bottlenecks of the main process together.	We only help sharpen the main process during the intake; you work out the rest yourself.
Pipedrive setup for the whole organisation	We set up all pipelines, custom fields, reports and user roles, tailored to your whole organisation. Includes migrating your existing data.	We set up the core pipeline(s), custom fields and basic reports together, including migrating your existing data. Your team learns to expand it themselves.	We lay down one pipeline with the essential fields and a starter report, as a foundation to build on. You handle migrating existing data yourself.
System integrations	We connect your CRM to your existing systems, so no data silos remain.	We set up the most important integration(s) together. You build out further integrations yourself later.	Not included; you arrange system integrations yourself, optionally as a separate add-on.
We manage the CRM after go-live	We manage users, licenses, permissions and updates on an ongoing basis. You don't have to think about it.	You handle small changes and user management yourself after go-live. We're on standby for bigger changes.	You manage everything yourself from day one: users, fields, permissions, licenses.
Automation / workflows	5-8 workflows, built and maintained by us.	3-5 workflows, built together. You expand them yourself after that.	2-3 ready-made workflow blueprints to activate and expand yourself.
Training for your team	Your team learns to use the CRM in daily practice. We take care of management.	Your team learns during implementation both to use the CRM and to manage and expand it themselves.	You get guidance focused on managing the CRM. Training the team in daily use isn't included.
License management included	We arrange and manage your Pipedrive licenses on an ongoing basis.	You manage your own Pipedrive licenses after go-live.	You manage your own Pipedrive licenses from day one.
Data analysis & reporting	We continuously extract insight from your CRM data and turn it into clear, usable reports.	We set up the basic reports together. You pick up further data analysis yourself later.	Not included; you set up your own reports and analyses, using the starter report as a base.
Monthly ambition talk	Every month we look ahead together: what's working, what can improve, where the next opportunities are.	Every month we look ahead together: what's working, what can improve, where the next opportunities are.	Not included by default; available separately on request.
Annual SLA included^**	Management, small changes and support fall under the ongoing SLA.	Management, small changes and support fall under the ongoing SLA.	Not included by default; take a punch card for separate support hours if needed.
Timeline	3-6 weeks	4-8 weeks	2-4 weeks
Investment^*	From €6,950	From €3,950	From €1,950

^*You can capitalise the investment in your CRM implementation on your balance sheet and depreciate it over a period of 3 to 5 years.

^**An annual SLA covers the ongoing service agreements; a punch card is separate support hours you purchase on top, regardless of your package.

Included Together / partial Not included

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Why FortCRM

Why businesses choose us.

We believe every business will eventually work with AI. A solid CRM foundation is essential for that. The AI wave is coming, we're your surfboard.

Experience

Twenty years of combined CRM implementation experience. We know the common pitfalls and steer you around them.
Personal attention

You get personal attention and commitment on every project, well beyond go-live too.
Accessible

We make AI accessible for all SMEs, including the corner bakery.
Fast and simple

You're usually live within a few weeks, with a simple, practical approach.
Solid foundation

EU hosting and GDPR-proof come standard.

Team

Two Joosts, complementary roles

Joost Smaardijk

Strategy, Guidance & Project Management

Makes sure the solution fits how your team works and grows, from relationship and strategy.

Connect on LinkedIn

Joost Beers

Implementation, Technology & Process Optimisation

Builds the automations that make your CRM work: setup, integrations and workflows.

Connect on LinkedIn

Frequently asked questions

Any questions?

What is a CRM? +

A CRM, Customer Relationship Management system, is software where you keep all your customer contacts, deals and appointments in one central place. That way everyone on your team always has the latest status at hand.

How fast can we go live? +

Most implementations go live within a few weeks, depending on the complexity of your current processes.

Do you only work with Pipedrive? +

Pipedrive is our foundation because it's fast, reliable and affordable. Where another system fits better, we'll work with that. We also have a broad network of partners who can help with specific needs.

We already have a CRM, can that be migrated? +

In most cases, yes. We first assess your current data and processes, and set up a tailored migration path.

Is this also suitable for non-profits or membership organisations? +

Definitely. This is actually one of our focus groups. We understand the different dynamic of members and volunteers compared to customers.

Do you offer discounts for social enterprises? +

We prefer to see social impact as a shared commitment. Discounts for social enterprises are always open for discussion, get in touch to see what we can do for each other.

How is our data secured? +

The technical foundation, EU hosting and GDPR tooling, is already handled by Pipedrive. Just as important is how you use it yourself: we coach your team in security best practices, so that foundation is put to good use.

Why do I need a new CRM to work with AI? +

AI is only as good as the data it gets to work with. Structured process and customer data are essential for that. A clean start with a well-integrated system is the foundation for reaping the benefits of AI.

Do you build AI workflows yourselves? +

Yes, we build AI workflows ourselves. If it gets really complex, we bring in specialized partners or refer you onward.

Let's talk?

Book a free, no-obligation 30-minute call to see if it clicks.