From Spreadsheets to CRM and Automation, Safely
How to move off spreadsheets to a CRM and automation without breaking the business: when to switch, what to do with the history, and how long it takes.
CRM • Sales Management • Automations
Origami + SoftWiz, a combined solution
Origami is a customer and sales management system that brings all your business information into one place. Paired with the right strategy, automation and digital foundation, it becomes a daily working tool that moves the business forward. Together with SoftWiz's planning and implementation, you get one organised system that manages leads, customers, tasks and teams intelligently.
Why work with Origami?
Origami lets you see the whole picture, from the first lead through to closing the deal, including tracking of tasks, activity and communication with the customer.
- Lead and customer management in one clear console
- A full communication history: calls, emails, meetings and more
- A sales pipeline managed in stages matched to your business
- Tasks and reminders for the team, so no customer is forgotten
- Performance metrics (reporting and sales) at rep, team and channel level
What changes when SoftWiz implements Origami
Rather than “another system”, you get a complete way of working: from connecting your lead sources, through managing the sale, to management reporting built on real data.
- A sales pipeline defined around how your business actually operates
- Connections to every lead source: forms, landing pages, social channels and more
- Automation that pushes tasks and reminders to the sales team
- Sync with other systems and with your existing digital stack
- Management dashboards showing the state of sales in real time
Origami as part of the wider SoftWiz stack
Origami does not have to work alone, it can be part of a broader setup alongside monday.com, automation and further CRM solutions.
- Integration with management and operations boards in monday.com
- Connections to call centres, telephony systems and CallMarker
- Links into customer service and support processes
- Automation that keeps statuses and tasks in sync across systems
- One unified view of the customer across every touchpoint
Why implement Origami with SoftWiz?
- Technical and commercial understanding of sales and service processes
- Planning the process up front, rather than just “opening a system”
- A gradual rollout that fits the reality of your organisation
- Training and support until using the system becomes a habit
- Continuous measurement and improvement based on real data
Origami + SoftWiz is not just a CRM, it is an organised way of working that produces more stability, more control and more revenue.
We will connect the people, the processes and the systems, so you can focus on growth.
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FAQ
What’s worth knowing before you start
What’s the difference between Origami and other CRM systems?
Origami centralises lead management, client management and the sales pipeline in one console. The real advantage comes from an implementation that fits it to your specific sales process, rather than leaving it on its default setup.
Can Origami connect to systems we already use?
Yes. We connect Origami to lead sources, telephony and other systems such as monday.com, so information flows automatically without double entry.
How long does an Origami implementation take?
It depends on the scope of the processes and integrations involved. We build in stages, so the team starts working in the system before every layer of the implementation is finished.
Is there support after the system goes live?
Yes. We stay with the team until working in the system becomes routine, and check in periodically to make sure the process still fits the business as it grows and changes.
Leave your details for a free initial scoping session
So we can work out together how technology can give you an edge