Posio builds CRM systems around your real sales process. Every lead has a place, every opportunity has a next step, and leadership can see what is happening from first contact through collected payment — with the same reporting discipline a CFO expects.
When a CRM feels like extra work, adoption collapses and the pipeline becomes fiction. These are the symptoms Posio hears most often:
Nine building blocks — configured for how your team already sells, not how a vendor thinks you should.
Stages designed around the actual lead-to-cash process.
Website, phone, email, text, and social leads sent into one system.
Required questions, scoring, service-area rules, and opportunity standards.
Tasks, reminders, email, text, and call sequences.
Scheduling, confirmations, reminders, and missed-appointment follow-up.
Track proposals, next steps, close probability, and lost-sale reasons.
Smooth transition from sales to operations, fulfillment, or installation.
Lead volume, response time, close rate, pipeline value, source performance, revenue.
Help the team understand the system, expectations, and daily workflow.
Posio is two partners in one engagement. Robert Posten brings 25+ years in sales, business development, and revenue operations. Dwayne Redmon brings 30+ years of CFO-level finance — VP of Finance for the Golden State Warriors and Atlanta Hawks, and managing member of a 20-location franchise group. 55+ years combined, so the system you build is measured in pipeline and in cash.
Start with the assessment. We'll show you where your current CRM is leaking pipeline — and what a working one would return.