CRM that runs
the way you do.
We implement CustomerLite — our own enterprise CRM platform — or Salesforce, Dynamics, and HubSpot. Either way, you get a principal who has been inside the platform since before its first release.
CustomerLite
The CRM we built.
The one we implement best.
CustomerLite is a no-code, AI-powered CRM platform built for modern enterprises. Infinitely customisable, cloud-native, and designed by the same principals who implement it for you. When issues arise, we don't raise a support ticket — we fix the platform.
Available as a managed implementation from Reliablesoft & Co, or directly at customerlite.com.
Visit CustomerLite.com ↗- Visual sales pipeline with drag-and-drop deal management
- AI-powered revenue forecasting & opportunity scoring
- Quote & proposal generation
- Task management & activity tracking
- 360° contact view with complete interaction history
- AI enrichment — social data, engagement patterns
- Lead scoring with machine-learning predictions
- Custom fields & objects — no-code, no limits
- Email campaigns, workflows & lead nurturing automation
- Customer service ticketing & SLA management
- Omnichannel support (email, chat, phone)
- Integrations: Outlook, Slack, Zapier, and 1,000+ apps
What a Reliablesoft CRM
engagement looks like.
Whether you deploy CustomerLite or an existing platform in your stack, we follow the same disciplined delivery model — one principal throughout, outcome-based measures, no handover to juniors.
Discovery & Architecture
We document every customer-facing process before any configuration begins. Data model, integration map, user population, adoption risk — all resolved at architecture, not configuration. No hidden scope.
Configuration & Integration
Clean configuration against the agreed process design. Integration to marketing automation, ERP, and support platforms where relevant. Data migration with automated quality validation before a single record is imported.
Adoption & Go-Live
Change management built into delivery, not added at the end. Power user cohort trained before UAT. Go-live criteria defined upfront — we do not proceed to production with open critical issues.
Hypercare & Optimisation
90-day post-go-live support with adoption measurement at 30, 60, and 90 days. Platform evolution roadmap built from real usage data. For CustomerLite clients, direct platform access when needed.
CustomerLite first.
Or the platform you already have.
We recommend CustomerLite for new CRM deployments — we built it, we know every corner of it, and the total cost of ownership is compelling. But if you are extending Salesforce, Dynamics, or HubSpot, we implement those to the same standard.
Our own platform. No-code customisation, AI-powered, cloud-native. Implemented by its creators with direct product access throughout. Best for: new CRM deployments, fast time-to-value, complete process ownership.
customerlite.com ↗Sales Cloud, Service Cloud, and Agentforce. Full lifecycle from org design through Agentforce AI agent deployment. Best for: large enterprise sales teams, complex service operations, AI-first roadmaps.
CRM inside the Microsoft ecosystem with Copilot AI integration. Best for: organisations already on M365, complex B2B sales processes, Power Platform extension.
CRM, marketing automation, and service hub in a unified platform. Best for: growth-stage companies, marketing-led sales motions, rapid time-to-value without enterprise complexity.
Start without risk
Free 30-day CRM pilot.
No contract. No cost.
We run a 30-day discovery and architecture engagement at no charge. You see exactly what a CustomerLite (or alternative platform) implementation looks like for your business — before committing to anything. Most clients proceed. Those who don't keep the architecture document.