Audit
Business systems review
Map current workflows and identify gaps, duplicate work, missing statuses and quick fixes.
Business operations and systems consulting
Clear systems for CRM, inventory and reporting.
NAVITEX CONSULTING OÜ audits how work moves through the business, cleans up daily tools, and builds simple operating views for the owner and team.
CRM cleanup Fields, stages, tasks and follow-up logic.
Warehouse flow Stock, orders, purchasing and responsibility.
Owner view Daily numbers, open work and risk signals.
Support across the operating system of a small business.
The goal is not to add more software. The goal is to make the existing work visible, repeatable, and easier to manage.
CRM
Sales pipeline setup
Clean stages, client cards, reminders, sources, tasks and reports the team can actually use.
Inventory
Stock and warehouse workflows
Organise product data, stock movement, order statuses, purchasing tasks and control points.
Automation
Integrations and routine work
Connect forms, CRM, spreadsheets, warehouse tools and notifications into one workflow.
Reporting
Dashboards for owners
Prepare simple views for sales, open orders, stock risks, overdue tasks and daily numbers.
Support
Ongoing improvements
Support workflow updates, onboarding, reporting changes and periodic operational reviews.
Typical situations where we can help.
These are the kinds of problems that often look small at first, but start blocking growth once the team gets busier.
Wholesale or trading company
Orders arrive from several channels, stock is checked manually, supplier tasks are spread across chats, and the owner has no single view of what is open, late, or profitable.
Service business with repeat clients
Leads, bookings, documents, reminders, and follow-ups are handled differently by each employee. We turn that into one clear workflow with responsible roles and reports.
Growing founder-led company
The founder knows how everything should work, but the knowledge is not documented. We convert owner logic into fields, statuses, checklists, and dashboards.
Company changing software
Before moving to a new CRM, warehouse system, or reporting setup, we help clarify the actual process so the implementation does not copy old chaos into new tools.
A clear process, from current mess to working setup.
Most projects start small: one audit, one workflow, one system. If it works, we expand from there.
Discovery call and access review
We discuss the business model, current tools, team roles, main bottlenecks, and what information the owner needs but cannot reliably see.
Workflow map and recommendations
We define the future workflow: statuses, required fields, responsibilities, integrations, reporting logic, and what can stay manual for now.
Configuration and testing
We configure the chosen tools, test real scenarios, fix gaps, and make sure the setup is understandable for the people using it.
Handover and monthly support
We document the workflow, explain the logic to the team, and can continue with monthly improvements or new integrations.
NAVITEX CONSULTING OÜ provides IT and business process consulting. The company does not provide financial, investment, payment, crypto, gambling, or other regulated services.
What makes the work practical.
The service is based on founder-side operating experience: structuring companies, setting up warehouse and sales tools, and making teams less dependent on the owner’s memory.
Owner perspective
We focus on what a business owner needs to control: open orders, stock risk, overdue tasks, sales activity, and basic financial visibility.
Tool-neutral approach
The work can involve CRM, warehouse software, Google Workspace, Airtable, Notion, Make, Zapier, n8n, or other tools already used by the client.
No unnecessary complexity
Small businesses do not need enterprise consulting theatre. They need clear fields, statuses, automations, reports, and a team that knows what to do.
Company details.
Transparent company information helps clients, partners, and banks understand who provides the service and what the company does.
Legal nameNAVITEX CONSULTING OÜ
Registry code17090817
Registered addressSuurvälja tee 5, Vaela küla, 75413 Kiili vald, Harju maakond
Business activityBusiness systems consulting, CRM and inventory workflow setup, integrations, automation, and management reporting.
ContactSecure contact form on this website
Start with a focused systems audit.
Send a short description of your current tools, your team size, and the process that currently causes the most confusion. NAVITEX will review the request and suggest a practical next step.
- Contact methodUse the secure form on this page. The receiver address is configured inside the form system and is not published in the page code.
- Registered addressSuurvälja tee 5, Vaela küla, 75413 Kiili vald, Harju maakond
- Typical first step30-45 minute discovery call and a short written summary of the main system gaps.