Built for the
Front Line.
A productised business operating system and CRM designed by a 20-year sales veteran. We focus on Ground Execution utility first, securing accurate pipeline forecasts as a natural byproduct of daily activity.
The CRM Data
Conflict.
Traditional CRM platforms focus heavily on administrative logging, which can add a significant data entry burden for active sales representatives. When reps must choose between manual logging and active selling, pipeline data can lag: this directly impacts forecast accuracy.
`execute.solved` resolves this by building a CRM from the salesperson up. By providing immediate daily utility: single-dashboard task management, relationship alerts, and automated activity logs, reps actually use the system. High-fidelity pipeline forecasting flows naturally to management.
Target Operating Performance
Core CRM, task management, and project pipelines are integrated out-of-the-box. There is no artificial feature-gating of essential workflows, keeping your team productive from day one.
Core Capabilities
A unified business operating system engineered specifically for consulting operations:
Task Management
Polymorphic tasks bind directly to Opportunities, Clients, or Projects. Because small consulting teams often sell and deliver concurrently, tasks remain visible across the lifecycle without duplicate logging.
Relationship Mapping
Ditch flat contact lists. Map deal politics visually across a three-axis grid of Influence, Sentiment, and Engagement to highlight champions and detractor blockages.
Opportunities & Pipeline
Built-in BANT qualification checks, stage-decay indicators, and Australian fiscal-year aware forecasting structures tailored to professional services cycles.
Projects & Delivery
Visual ScopeBuilder translates sold opportunities into delivery structures, building SOW phases, deliverables, and tracking billable logs directly against budget lines.
Sovereign AI Routing
Control your data and API overhead. Configure function-level routing overrides to leverage cheap local open-source models for extraction, reserving commercial APIs for analysis.
Consent & Compliance
A five-level marketing consent hierarchy verified server-side on export. Keeps cold outreach compliance-enforced with append-only audit histories.
Inside the Engine
Interactive previews of core architectural systems running inside the CRM.
Political Relationship Matrix
Visualise stakeholders on an interactive political map. Tracks key influence lines, helping reps identify champions and detractors visually to focus engagement where it matters.
Sarah Jenkins
Chief Information Officer
Dave Miller
Lead Enterprise Architect
Mark Vance
Technical Procurement Director
Sovereign Model Routing
Protect proprietary pipeline data with a strict Bring Your Own Key (BYOK) database model. The router matches processing tasks to cheap local models or secure APIs based on your custom rules.
Account 360 & AI Brief
Consolidate subsidiary totals into a parent rollup. The client module chronologically synthesises meeting logs, compiling an narrative client summary brief.
Acme Holdings (Parent Account)
Subsidiaries: Acme Tech Ltd, Acme Consulting Services
"Discovery completed on deal segment A. Key champion Dave Miller (Lead Architect) aligned on technical parameters. detractor sentiment flags resolved with Technical Procurement (Mark Vance). Account pipeline is healthy. Expansion renewal scheduled Q3."
Signal Boost Risk Scanner
Evaluate pipeline risk automatically. Background checks flag missing Economic Buyers, BANT gaps, and stagnant stage durations, routing them straight to your today view.
Economic Buyer Unmapped
Identifies that the opportunity requires engagement with the ultimate budget holder to ensure alignment.
BANT Qualification Gaps
Prevents pipeline inflation by alerting reps to unconfirmed Budget or Authority fields.
Stage Duration Stagnancy
Highlights stagnant periods to focus team energy before deal momentum decays.
Is execute.solved Right for You?
We believe in hyper-focused tooling. This platform is engineered for a very specific operational shape.
Best Fit
- 01. Consulting & Services: Advisory firms, agencies, and contract development teams (5–50 people).
- 02. Considered Sales: Complex, multi-stakeholder deals requiring deep qualification disciplines.
- 03. Sovereign Priority: Teams requiring strict local data control or BYOK API parameters.
- 04. Zero-Admin Mandate: Small firms lacking a dedicated RevOps team to configure heavy CRMs.
Poor Fit
- 01. Transactional Sales: High-volume, low contract value, short cycles, single buyers.
- 02. SaaS / PLG: Companies relying on self-serve checkout pipelines.
- 03. Enterprise RevOps: Large organisations requiring complex territory rules or comp splitting plans.
- 04. Zero Rep Discipline: Firms hoping a tool will magically create sales habits where none exist.
Align Execution.
Stop fighting CRM adoption. Deploy an operating system that supports your reps on the ground, securing accurate pipeline forecasts automatically.