Sales CRM · land due-diligence research
SiteFacts: a CRM shaped to one sale
Their own stages, a daily call queue, and talk tracks that change with the deal.
Built for the SiteFacts founding sales team
What was in the way
SiteFacts tells builders what a lot will cost them before they price it: zoning, floodplain, wetlands, access, slope. The product sells.
The team selling it was running the deal out of spreadsheets, inboxes, and memory, and a generic CRM wanted them to sell the way everyone else sells.
What we found
The sale has a specific shape: a builder, a lot, a demo, a pilot, a financing question, a yes. Every missed follow-up happened in the gaps between those steps.
What we built
A CRM where the deal is the center of everything. The stages are SiteFacts' stages. A daily queue tells each person who to call and why.
Talk tracks change with the deal's stage and the person on the other end. Emails log themselves, and outreach sequences run from the same screen.
It also runs on a schedule with no one at the screen, finding leads and pulling data in from other apps.
“SiteFacts' unique combination of custom reports and software solutions for the builder community didn't lend itself to any off-the-shelf CRM. We didn't have the time or bandwidth to modify an existing solution. Inertia took the time to understand our business and produced a tool that fits our needs as if we'd designed it ourselves. Lead enrichment, research, sequencing, custom email integration. And it is all specific to our product and our buying cycle.”
Same shape as this?
Thirty minutes to get to know you and what’s in your way.