Category: CRM

  • From Pierogi to Pipelines: How We Rebuilt Marketing, Branding & CRM at Warsaw Dynamics

    From Pierogi to Pipelines: How We Rebuilt Marketing, Branding & CRM at Warsaw Dynamics

    Published: 2025-07-21

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    It started with pierogi.

    Summer 2023. I had just landed in Warsaw to meet the two founders of Warsaw Dynamics — Krzysztof and Kamil — in person for the first time. We sat down at a local Polish restaurant. The kind with mismatched tablecloths and the smell of dill and smoked sausage hanging in the air. Kamil debated between gołąbki and żurek. I went straight for pierogi ruskie.

    Between bites, we talked shop.

    They told me about their plugins — highly rated, rock-solid additions to the Atlassian ecosystem. My personal favorite was “External Share,” a beautifully simple tool that lets you share Jira or Confluence content with people outside your workspace. It was solving a real problem, and it was making money.

    But underneath that success was a quiet bottleneck: no marketing team, no CRM system, no real way to nurture all the incoming trials.

    “We’re getting hundreds of users trying the product,” they said, “but we have no real process to support them.”

    No brand voice. No automation. No structure. Just great code — and a growing business that was starting to feel the pain of not following up.

    The Starting Point: Solid Product, Silent Funnel

    At that time, Warsaw Dynamics was already doing over $100K per month through Atlassian. That’s a great place to be. But when you looked closer, most of that revenue came in despite the lack of customer engagement.

    There was no social media presence, no onboarding sequences, no insights into who was trialing their products. And most of all — no system in place to prioritize leads or communicate value once the trial clock started ticking.

    We started small. Built the brand. Defined their voice. Set up a few basic outbound flows and gave the visual identity a light refresh. Within a few weeks, the lights started to come back on. People were responding to the brand again — because it finally had a pulse.

    But the real turning point came when we turned our attention to their CRM.

    Building the Brain: Why Zoho Was the Right Fit

    There was already a Zoho CRM instance floating around, mostly dormant. After reviewing options like HubSpot or building something custom, we decided to lean into what was already there — and give it a proper brain.

    It wasn’t always pretty. Zoho’s UI still has some turn-of-the-millennium vibes. But when you want raw flexibility, especially for a dev-savvy team, it’s a brilliant canvas. And that’s exactly what we needed.

    From Trials to Triage: Building the CRM That Thinks

    Over the next 18 months, we transformed that half-configured Zoho instance into a highly adaptive, revenue-aware system. Here’s what we built, layer by layer:

    🔁 Automated Data Ingestion & Enrichment

    • Hourly import of trial data via Atlassian API
    • Included: app name, hosting type (cloud vs. data center), user count, license type
    • Enriched with: employee count (via LinkedIn/Wiki), estimated revenue, and lead quality scoring

    📥 Lead Handling Logic

    • All new entries land in the Leads module
    • Cloud-hosted leads auto-convert into Deal + Contact + Account
    • Server/DC and event leads handled via manual “Mass Convert” for safe triage
    • Support for CSV imports from events, meetups, partner uploads

    📊 Deal Pipelines (Clear, Segmented, Actionable)

    • Direct Sales: auto-fed from cloud trials
    • Partner Sales: filtered by known partner resellers
    • Manual Conversion: everything else, waiting for human eyes
    • Probability-driven expected revenue tracking tied to deal stage

    ✉️ Automated Email Sequences

    • Smart sequences by app and hosting type (0, 4, 8, 24 days)
    • First touch (“Email Zero”) designed to get past spam filters
    • Lightweight HTML and contextual content, with tracked open rates and template versions

    👥 Governance & Roles

    • One superadmin (Krzysztof), one system owner (me, later Tomasz)
    • Jamale handling daily sales ops
    • No staging environment — so we enforced single-point change control

    📆 Daily Workflows & Pipeline Monitoring

    • Manual review of high-value trials
    • Slack-based alerts with screenshots
    • CRM exports for cross-referencing with Atlassian backend

    And Then… The Revenue Started Climbing

    When I first joined in summer 2023, monthly revenue was hovering around the 100K mark. But then things started to shift — slowly at first, then sharply.

    You can see it in the chart below.

    ![](https://blog.surfstyk.com/wp-content/uploads/2025/07/image-1024×512.png)

    This graph shows estimated monthly revenue paid by customers through Atlassian, broken down by:

    • Cloud monthly (light blue)
    • Cloud annually (mint green)
    • Data center (pink)

    From the moment we got the CRM humming — and combined it with structured outbound messaging, better partner handling, and lead tagging — things moved.

    Steady growth through late 2023. A jump in Q1 2024 as pipeline visibility improved. Another step-change in mid-2024 when we fully activated automation and began handling partner leads more aggressively.

    By April 2025, just as my engagement ended, monthly revenue had nearly tripled. That wasn’t a fluke — it was the result of building the right foundation, then letting it compound.

    What I Learned — and What Others Can Steal

    This project reminded me of something simple: great products don’t scale on their own. Even in developer-first ecosystems like Atlassian, communication matters. Context matters. Follow-up really matters.

    We didn’t run big paid campaigns. We didn’t overcomplicate things. We just put structure in place:

    • So the sales team knew who to talk to
    • So every trial user got the info they needed — without being chased manually
    • So partners got a clean handoff and visibility
    • So the founders could finally see what was happening in their own funnel

    And that made all the difference.

    Final Thoughts

    The engagement was supposed to last six months. It turned into eighteen.

    Not because we kept adding scope — but because we kept seeing results. And when things are working, you keep going.

    I’m proud of what we built together. A brand, a system, a structure that made sense — and that scaled. Warsaw Dynamics has a strong team and even stronger products. Now, they also have the backbone to support serious growth.

    And to think… it all started over a plate of pierogi.

  • A CRM That Starts Simple — and Opens the Door to Something Better

    A CRM That Starts Simple — and Opens the Door to Something Better

    Published: 2025-05-29

    🧠 CRM is a mindset.

    That phrase has shaped the past month of my work and life — and it’s now the driving force behind a project I’ve just launched: a fully functional, easy-to-use CRM built on something you already know how to use — a spreadsheet.

    This is the story of how it came to life, what I built around it, and why it exists.

    Back to Basics: The CRM Problem Most People Face

    Let’s be honest — most CRM systems are overkill at the start.

    They promise automation, dashboards, integrations, AI—but for many small teams and solo operators, it quickly turns into overwhelm. Subscriptions pile up. Setup drags on. Features sit unused. And the real goal — building better customer relationships — gets lost.

    So I asked myself:

    What’s the simplest, cleanest starting point for someone who just wants to get their customer data organized?

    The answer? A spreadsheet. One that’s structured like a CRM. And one that’s yours to keep.

    What I Built — and Why

    I’ve been researching CRMs obsessively (100+ hours, easily), exploring tools like Breakcold and Brevo. But I always come back to the same principle: use open source where you can, build your own if needed, and only in rare cases rely on another subscription.

    That principle led me to:

    • Build my personal site on WordPress
    • Use the open-source CRM Twenty as my backend
    • And when existing form plugins didn’t cut it, I created my own: a custom Twenty CRM WordPress plugin to connect submissions directly to my CRM

    It’s still in beta, but it gets the job done — no bloat, no fluff.

    The Video: A Tool to Build Trust

    I didn’t want to just throw a download link out into the world. I wanted to speak directly to the person on the other side. So I made a video — simple, honest, and personal.

    After testing tools like Riverside, Loom, and Screen Studio for Mac (all good but ultimately not the right fit), I came full circle to something open-source and powerful: OBS. Big shoutout to Beata, who’s been preaching OBS long before I finally listened.

    The video was shot using OBS and lightly edited in Final Cut Pro. I kept it minimal because the message was clear enough: this spreadsheet helps you start tracking leads, contacts, and deals — and sets you up to upgrade later, without losing your data.

    The Landing Page: A Different Kind of CTA

    Most lead magnets ask for your email.

    I didn’t.

    I built a landing page that reflects how I work: no email collection, no spam, just connection. If you want the spreadsheet, you leave your name and either your phone number or LinkedIn. That’s it.

    The idea is simple: if CRM is about relationships, it should start with trust.

    Final Push (And a Personal Note)

    Today is May 29 — a public holiday in Portugal. My family’s at the beach. I’m in the office, finishing this.

    Because launching this mattered.

    Not just to check a box, but to share something useful. Something small but real. Something that helps others get started — or restarted — on their CRM journey.

    If you’ve ever felt overwhelmed by CRM tools, or if you’ve been putting off building your system, start here.

    This spreadsheet is yours to use, adapt, and grow from.

    And if you want to talk shop, swap ideas, or rethink your approach — I’m just a message away.

    🧠 CRM is a mindset.And sometimes, that mindset starts with a spreadsheet.

    ▶️ Watch the video and get the CRM spreadsheet →

  • CRM Systems for Startups & SMBs: From Spreadsheets to Salesforce (and Everything in Between)

    CRM Systems for Startups & SMBs: From Spreadsheets to Salesforce (and Everything in Between)

    Published: 2025-05-12

    Let’s face it: when it comes to Customer Relationship Management (CRM), the choices can feel overwhelming — especially for startups and small-to-medium businesses (SMBs). There’s an entire galaxy of tools promising to streamline your sales, automate your follow-ups, and make your customers love you even more.

    But let me tell you a little secret first:Your CRM might already live in a humble spreadsheet.

    Yes, you read that right.For many businesses, the first “CRM” is nothing more than an Excel sheet or a Google Sheet tracking names, email addresses, and deal stages. And guess what? That’s perfectly okay in the early days. It’s lean, it’s flexible, and — let’s be honest — it’s practically free.

    But as your business grows, that spreadsheet starts to groan under the weight of your ambitions. That’s when it’s time to graduate to tools designed to help you scale, automate, and make smarter decisions.

    The CRM Landscape for Startups and SMBs (2025 Edition)

    1. Zoho CRM

    Affordable, flexible, and feature-rich — Zoho CRM is the Swiss Army knife for SMBs. It covers lead management, automation, and analytics, all with an easy onboarding curve. Plus, its free plan makes it an accessible starting point.

    2. HubSpot CRM

    If you love free stuff (who doesn’t?), HubSpot CRM is hard to beat. It offers robust features at zero cost — including email tracking, contact management, and sales pipelines. It’s intuitive, integrates with your favorite tools, and is particularly popular among startups.

    3. Pipedrive

    For sales-driven teams, Pipedrive is a fan favorite. Its visual pipeline approach makes it easy to keep your deals moving. It also offers automation and reporting without overcomplicating things.

    4. Monday CRM

    Need something that bends to your will? Monday CRM, built on the famous Work OS, lets you customize your sales workflows and dashboards however you like. Great for teams who want flexibility.

    5. Freshsales

    Freshsales shines with features like lead scoring and email tracking. It’s user-friendly and especially suited for teams that want to boost both sales and marketing efforts.

    6. Salesforce

    The big player. The heavyweight champion. Salesforce offers everything — but at a premium. Best for startups that are scaling fast and need enterprise-level features (and have the resources to match).

    7. Microsoft Dynamics 365 CRM

    If your team lives and breathes Microsoft 365, this CRM fits like a glove. It’s powerful, customizable, and integrates natively with the Microsoft ecosystem.

    8. Twenty CRM (The Open-Source Rebel)

    For tech-savvy teams who want full control, Twenty CRM is a game changer.Open source, self-hosted, and developer-friendly, it offers Kanban views, APIs, custom objects, and zero vendor lock-in.If you want your CRM to grow with your unique workflows — and avoid subscription fees — Twenty CRM might be your best bet.

    Quick CRM Cheat Sheet

    CRM SystemBest ForFree PlanKey FeaturesZoho CRMAffordability & customizationYesAutomation, lead mgmt, analyticsHubSpot CRMFree tier & integrationsYesSales pipelines, email trackingPipedriveVisual sales pipelinesNoPipeline mgmt, automationMonday CRMCustom workflowsNoSales dashboards, forecastingFreshsalesSales & marketing automationNoLead scoring, email trackingSalesforceAdvanced features, scalingNoFull suite, analytics, custom workflowsMicrosoft DynamicsMicrosoft integrationNoAI insights, automation, Office 365 syncTwenty CRMOpen-source, self-hostingYesCustom objects, APIs, Kanban & table views

    Final Thoughts (and a Nudge)

    Choosing the right CRM isn’t about finding the shiniest tool — it’s about picking the system that fits your stage, team, and tech skills.

    Sometimes that’s a simple spreadsheet,Sometimes it’s HubSpot or Zoho,And sometimes it’s Twenty CRM or Salesforce, especially if you want to push boundaries.

    But here’s the golden rule:CRM is not just a tool — it’s a mindset.Whether you track customers on sticky notes or in a highly automated cloud platform, what matters most is that you actually follow up, nurture, and build real relationships.