CRM your sales team will actually use
TheRiot Agency — CRM and customer strategy for mid-market teams. We settle the segments and the conversion path first, then switch on only the CRM that earns its keep.
Or call 617.544.7468.
Most companies buy too much CRM
Answer these before you buy another license
Selling or reporting?
Count the hours your sales people spend compiling and reporting data instead of talking to buyers.
Query speed
Customer questions sitting in a queue are a retention problem, and usually nobody is logging it.
One-lead selling
Tailoring the approach to a single lead's purchasing and browsing history is the real test of usable data.
Which segments pay
If you cannot name the segments that convert, more CRM only records the ones that don't.
How we sequence it
Build the customer strategy
Who you sell to, in what segments, and what a good lead looks like — decided before any tooling decision.
Test what converts
We run the conversion path the traditional way and find out what moves a lead forward, rather than assuming the platform knows.
Configure only what supports it
We turn on the features that give your team time back and leave the rest switched off.
Hand routine work to automation
Follow-up, routing and reporting move into marketing automation so your people stay on selling.
Automated follow-up for a cleaning solutions manufacturer
We rebranded the company and automated its sales follow-up, so leads stopped waiting for someone to remember them. The CRM held the segments; the automation did the chasing. This is one of the engagements we have written up, and we will walk you through the closest match to your business when we speak.
What comes with us
GrowthOS behind the CRM
Our own platform gives mid-market companies the growth engine of a large enterprise, without building one internally.
Customer experience first
We put CX at the centre of every project, and we measure the improvement by the length of your sales cycle.
People who know your sector
We work across industries, so the segments and sales cycles we design around are ones you recognize.
How this runs inside GrowthOS
The CRM is the center of GrowthOS, not an add-on: campaigns read it, the website personalizes against it, and reporting starts from it. Set up once, everything downstream inherits it.
Let's talk about the CRM you already own
Tell us which platform you have and where it stalls. We will tell you what is worth keeping.