A CRM in production in 2 weeks. Fitted to your sales process.
Rowan Tech's CRM for small sales teams (3-30 people). Unified client record, configurable pipeline, tasks, visit calendar and per-rep permissions. A modular product already built, fitted to your sales process during implementation.
Base product already built. The pipeline structure and fields are modelled around each client's real sales process.
The process, step by step
Just enough to sell. Without the suite nobody uses.
Most SME sales teams start on HubSpot Free, hit the free tier's limit, look at the paid plan's invoice, decide it's not worth it, and go back to a shared spreadsheet. Rowan CRM fills that middle gap: a real CRM with pipeline, tasks and permissions, but built to fit your company's sales process, with no per-user licences and no paying for marketing automation features your team will never touch.
The difference from subscription CRMs is in the cost model: the price is fixed in the proposal and doesn't scale with the number of users, so a company growing from 5 to 25 reps doesn't see the invoice climb every month. And the database is always yours — exportable at any time if you decide to switch providers.
What comes as standard.
Features any rep needs from day one. No empty tabs, no premium modules.
Unified client record
Data, contacts, communication history, active opportunities, agreed terms and documents all in one place.
Opportunity pipeline
Configurable funnel by stage, with probability, expected amount, next action and assigned owner.
Tasks and reminders
Calls, visits and emails scheduled per rep, with notifications as the date approaches.
Visit calendar
Agenda view per rep and per team, with optional sync to Google Calendar and Outlook.
Communication history
Automatic log of emails sent from the tool plus manual notes from calls and meetings.
Permissions and roles
Each rep sees their own accounts and opportunities; the sales manager sees the whole team.
Your whole sales business, at a glance.
Contacts, companies, tasks and pipeline on a single screen. Revenue forecast, won deals and recent activity, updated in real time.
Your pipeline, your naming, your brand.
A company selling industrial machinery with 6-month cycles doesn't have the same funnel as an events agency closing deals within a week. Rowan CRM ships with a generic pipeline that gets rewritten with you during the first week of implementation: stages, probabilities, required fields and views are modelled around your company's real process.
Way of working: an initial session with whoever runs the sales team, a fixed proposal, implementation with real data, and training for the team in their everyday environment.
Client model and pipeline
Record fields, funnel stages, probabilities per stage and your own naming. No closed catalogue.
Data migration
Import of contacts, opportunities and notes from HubSpot, Pipedrive, Salesforce, Zoho or from Excel/Google Sheets.
Email integrations
Connection to Gmail Business or Microsoft 365 to log communications automatically.
Connector with your ERP
Client synced between Rowan CRM and Rowan ERP, Holded, Sage or any system with a REST API.
Your own brand and domain
Application under crm.yourcompany.com with your logo and colours. Mobile apps on TestFlight/Play Store with your identity if you need it.
Modelling, migration and go-live in 2-4 weeks.
Rowan CRM is designed to be implemented fast without sacrificing the fit to your real sales process. Most projects close in 2 to 4 weeks, including migration from a previous CRM or spreadsheet. The speed doesn't come from skipping steps: it comes from the product already being built and the implementation methodology — pipeline, permissions, integrations, training — already proven on previous projects by the team.
Each implementation covers modelling the pipeline with you, migrating contacts and opportunities from your previous system, configuring permissions by role, and training the sales team in their everyday work environment. It works just as well for B2B teams as for professional services.
They usually go together.
What people ask us before getting started.
How is Rowan CRM different from HubSpot, Pipedrive or Salesforce?
HubSpot and Pipedrive are closed CRMs with their own screens, fields and per-user, per-feature pricing. Salesforce is the same thing at a different scale. They work well if your sales process fits their catalogue. Rowan CRM works the other way round: it's a lightweight CRM built for small teams where the sales flow is your own. The opportunity structure, client fields and pipelines are modelled around your business, not the other way round.
Why is it cheaper than HubSpot, Pipedrive or a subscription CRM?
For two reasons. One: Rowan CRM doesn't charge per user; the cost is fixed in the initial proposal and doesn't scale with the size of the sales team, so a team of 20 pays the same as one of 5. Two: the price doesn't include heavy features that most SMEs never end up using (marketing automation, multi-channel sequences, multi-touch attribution). For a B2B sales team that just needs a real CRM with pipeline, tasks and permissions, the annual cost is usually well below a HubSpot Sales Hub-type subscription.
Is there vendor lock-in with my data?
No. The database is yours and exportable at any time in standard formats. If your company decides to switch providers or move the system onto its own infrastructure later on, we copy the entire database and document the model so it can keep running without us. Your data doesn't get trapped in a proprietary format.
How long does it take to get it up and running?
Between 2 and 4 weeks. The first week is spent modelling your real sales pipeline with your team. The second and third we adapt the fields, views and permissions. From there you're already working with real data. If you need to migrate contacts from HubSpot, Pipedrive or a 5,000-row Excel file, we cover that during implementation.
Does it work on mobile for sales reps out on visits?
Yes. The application is multi-platform with a single codebase, so a rep can access it from a mobile browser with the same experience as on desktop, or, if you need a native app with your branding, we publish it on TestFlight and the Play Store. What they see is optimised for small screens, without losing any desktop functionality.
Does it connect with Gmail, Outlook or WhatsApp Business?
Yes, with any provider that has an API. Email integration (Gmail, Outlook 365) is included in implementation if you request it. The WhatsApp Business connection is quoted separately because it depends on what level of integration you want (read/write via the official API, template approved by Meta, etc.) and the costs Meta charges per message outside the window.
If your sales team is still working off a shared spreadsheet, there's life after it.
A 30-minute meeting to understand your sales process. If Rowan CRM isn't the right fit, we'll tell you which standard CRM would make more sense for your case.
Compliance and security
Compliant with Spanish and European regulations.
Our software meets the current legal requirements for invoicing, electronic signature and data protection. Information security isn't an extra — it comes standard.
Verifiable invoicing · AEAT
GDPR · Data protection · EU 2016/679
We apply information security best practices inspired by ISO/IEC 27001 and the Spanish National Security Framework (ENS).