Industry: Data Infrastructure and Analytics
Headquarters: Alberta, Canada
Stage: Seed
Employees: 11–50
Challenges
Periculum builds trusted data and risk solutions for financial services and growing businesses. The team was moving fast, but their sales process felt heavy. They used a mix of complex and expensive tools to manage contacts and track deals. They also used spreadsheets.
The team had to switch between many tools just to follow one lead. New contacts were added by hand. Some leads were lost because they stayed inside email threads. The team found it hard to get a clear view of the pipeline. This slowed them down and created stress for everyone.
For a B2B team like Periculum, this made sales work harder than they should be.
“We had good interest from the market, but our sales workflow was not easy. It took too much effort to manage.” Sales Lead at Periculum.
The team knew they needed something easier. They wanted simple contact management, clean pipeline tracking, and a tool that matched how growth teams in Africa actually work.
Solution
Periculum chose Revwit CRM to manage their full sales process from the first contact to the final hand-off. They wanted a tool that saved time and removed confusion. From the first demo, the team noticed how clear and simple everything looked.
Revwit captured contacts from email, so they no longer had to enter data by hand. When someone sent or received an email, the contact and details appeared in the CRM. The team could focus on selling instead of admin work.
The Revwit team also helped Periculum set up a clean pipeline with clear stages. This made it easy to follow each deal, understand what was stuck, and know what to do next. Everyone could now see the same information at the same time.
Support from Revwit made the switch even easier. The team received fast replies, clear guides, and quick video help whenever they needed it.
“What convinced me was how Revwit pulls contacts straight from email. I no longer worry about missing a lead.” Senior BD at Periculum.
Results
After switching to Revwit, the sales team at Periculum saw real improvements. Work became lighter and more organised. New contacts showed up in the CRM without any effort. The team saved hours each week that they used to spend on manual updates.
The pipeline became clear. Deals moved smoothly. Leaders could see what was happening without asking for updates. Handoffs to delivery also improved because every deal had full history in one place.
The team felt more confident and more in control.
“We are still getting used to everything, but the process already feels easier and faster. This has made a big difference for us.” Head of Sales at Periculum.
Periculum replaced complex and costly tools with a simple CRM that works for growing teams. Revwit helped them bring order to their sales process and build a flow that supports real growth.
Key Points
- Periculum replaced complex and expensive tools with Revwit CRM.
- The email-to-CRM feature saved time and reduced manual work.
- Contacts and leads no longer got lost in email threads.
- The pipeline became clear and easy to follow.
- Team collaboration improved because everyone saw the same updates.
- Revwit support made setup and learning simple.
- The sales team now works faster, with more confidence and less stress.
Ready to make your sales process simple like Periculum? Try Revwit CRM for free.