LATYNEX
Services

A CRM that tracks a case by jurisdiction and entity type, not a generic pipeline

Enquiries sorted by jurisdiction and service, ownership and routing rules, and a pipeline that reflects how a formation or corporate-services case actually moves — not a flat sales funnel.

Direct LATYNEX delivery

Direct answer

A corporate-services or company-formation firm's enquiries aren't one sales pipeline — they're several, split by jurisdiction, entity type and service (formation, corporate secretarial, accounting). A generic CRM pipeline forces all of that into one flat list, which is why enquiries end up sorted by hand in a spreadsheet or a shared inbox instead. Implementation means building the pipeline around that real structure: jurisdiction and entity type as first-class fields, ownership rules per service line, and stages that reflect what actually has to happen for a case to close.

What this covers

  • Pipeline stages that reflect a formation/corporate-services case, not a generic sale
  • Jurisdiction and entity-type fields, so a case can be filtered and routed by both
  • Ownership rules per service line, so a UK formation enquiry and a Cyprus accounting enquiry don't land with the same person by default
  • Duplicate handling across channels — a client asking about two services shouldn't create two disconnected records
  • Forms and email connected, so enquiries arrive as complete records
  • Dashboards built from questions your team actually asks (open cases by jurisdiction, cases waiting on a document, and so on)

How this differs from CRM & Sales Workflow Implementation

CRM & Sales Workflow Implementation is the general version — pipeline, fields, routing for any business. This page is about the specific structure a multi-jurisdiction corporate-services firm needs, which a generic CRM setup doesn't default to.

Client intake and document collection

Corporate-services onboarding is document- and KYC-heavy — proof of identity, source of funds, corporate documents, depending on jurisdiction. That intake and document-collection workflow is a separate, related piece of work; see Workflow Automation for Corporate Services Firms for that side.

Limits

This does not include legal or compliance advice, and we do not claim to know every jurisdiction's specific KYC or AML requirement — your compliance team or counsel defines the rules; we implement the CRM structure and routing around them. We do not promise revenue outcomes.

How it works

  1. 1

    Inspect

    We look at what you actually have today — accounts, roles, tools, data, who uses what — read-only where the system allows it, before anyone proposes changing anything.

  2. 2

    Understand the current setup

    What works, what is duplicated, what is unowned, and where work leaks between tools. You get this in writing, in plain language.

  3. 3

    Implementation plan

    A scoped plan with clear boundaries: what gets configured, what stays as is, what is deliberately left out, and what needs a decision from you first. Scope and price are agreed in writing before configuration starts.

  4. 4

    Configure

    The plan is carried out inside your own accounts, through access you grant and can withdraw. Changes that touch people, money or customer data wait for your explicit approval.

  5. 5

    Handoff

    Documentation of what was set up and why, a short walkthrough for the people who will run it, and a clear line on what is yours to operate from now on.

Scope My Corporate Services CRMSee CRM & Sales Workflow Implementation

Who you would be working with

Company · Who you would be working with
LATYNEX Digital is a service line of Latynex Trade OÜ, a company registered in Estonia (EU). Contact: info@latynexdigital.com.
How we work · Delivery
Remote, in English, with the person who would run the project. No local office is implied in any market.
How we work · Commercial terms
One scope and one price, agreed in writing before work starts. Your accounts, code and domain stay yours; any access we use is granted by you and can be withdrawn.

There are no client case studies on this page, and none are implied. What LATYNEX has built and runs itself is on the portfolio, each system labelled by stage. Published prices are on the pricing page; anything not listed there is scoped and quoted after review.

Questions

Which CRM do you implement this on?+

HubSpot or Pipedrive are the main targets, same as our general CRM implementation. We do not resell either and do not claim partner status with any CRM vendor.

Do you handle KYC or AML compliance?+

No — your compliance team or counsel defines those rules. We implement the CRM fields and routing that reflect them, not the rules themselves.

Can this cover several jurisdictions at once?+

Yes — that's the specific gap this page addresses. Jurisdiction and entity type are built in as fields the pipeline actually uses, not an afterthought.

Do you also handle document collection?+

Document and KYC-information collection is workflow automation, not CRM — see Workflow Automation for Corporate Services Firms.

Is this only for company formation, or also relocation/immigration consultancies?+

The pattern was built for company-formation firms, but a relocation or immigration consultancy tracking a case by jurisdiction, document status and client type fits the same structure — see Relocation Lead Automation; we scope the fields around your actual case shape (visa type, family status) rather than assume a founder's entity type.

How are you invoiced, and in what currency?+

In EUR, by Latynex Trade OÜ, a company registered in Estonia (EU). We do not give tax advice.

See CRM & Sales Workflow Implementation
Related
CRM & Sales Workflow ImplementationWorkflow Automation for Corporate Services FirmsCompany Formation Lead AutomationHubSpot ImplementationRelocation Lead AutomationLATYNEX for Corporate Services Providers