Replacing a seat-licensed CRM with agent-driven pipeline work
- Situation
- A distribution business runs its pipeline in a per-user CRM. Every new branch means more seats, and the workflow logic is whatever the vendor ships.
- Approach
- Sales agents own lead qualification and follow-up across email, WhatsApp and voice, writing into a CRM built around the company's own pipeline stages rather than a vendor's.
- What changes
- Pipeline logic becomes something the business edits directly. Adding branches adds usage, not licences, because there are no per-seat fees to pay.






