We were managing our own leads in spreadsheets and losing context between tools. So we built the platform we needed — and it now runs our business every day.
[ The Platform ]
Recursiv CRM · sign-in
Interface schematic · the platform itself sits behind the login
[ The Challenge ]
We were managing leads in spreadsheets, tracking projects across several apps, and losing context on conversations. Outreach was manual and inconsistent.
We needed one place to follow each client relationship, from first contact through the finished project.
The constraint was that we had to keep shipping client work while building it. Two weeks, in the gaps.
[ The Solution ]
Our CRM brings contacts, project progress and conversations together. We built it around our own day-to-day work.
Lead management with smart categorization, project pipelines with stage tracking, a template-based outreach system, and real-time analytics — all in one interface.
Proposals, contracts and project files stay with the work they belong to.
[ Features ]
Smart categorization, scoring, and pipeline tracking with automated status updates.
Kanban-style boards, milestone tracking, and revenue forecasting per project.
30+ customizable templates, bulk sending, follow-up scheduling, and open tracking.
Proposals, contracts and project files organised together.
A clear view of project progress and business activity.
Access controls that keep the right information with the right people.
— recursiv.ch
Show us your current workflow. We’ll discuss what would make it easier.
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