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Custom CRM development around how you actually sell.

Most CRM software is built for one shape of sale: contact, quote, closed. When your work runs differently, the team starts keeping a spreadsheet next to the system and the real picture ends up there. We do custom CRM development that starts from your stages.

Book a consultationWhen an off-the-shelf CRM is enough

When an off-the-shelf CRM stops fitting.

  1. 01The team keeps a spreadsheet next to the CRM
  2. 02Your deal stages do not fit the standard pipeline
  3. 03The CRM stops watching once the deal closes
  4. 04You pay per seat for people who never log in
Build or buy

Often an off-the-shelf CRM is the better answer.

Building your own is not always the answer. In the first conversation we tell you plainly which option suits you.

When off-the-shelf is enoughWhen building your own pays off
The sale runs the usual way: contact, quote, closed.Selling is tied to production, projects or delivery.
The team is small and the process still changes every few months.The customer record has to show orders, invoices and inventory together.
You need to start tracking deals, not connect selling to operations.An off-the-shelf system was tried and the team went back to spreadsheets.
The integrations that come in the box cover the tools you already use.Customer data has to stay in a system you control.
What it covers

The parts custom CRM software usually needs.

We build only the parts you need, and connect the tools you keep, such as accounting or email, rather than replacing them.

  • Customers and contacts

    The company, the people, the correspondence and the contracts on one record, linked to their orders.

  • Your sales pipeline

    Stages named the way your team names them, including site visits, measurements and checks with production.

  • Quotes and contracts

    Documents built from the price list and the customer record, so every quote goes out in the same format.

  • Tasks and reminders

    The next step sits on the record itself, so a deal does not stall on a call somebody forgot to make.

  • Integrations

    Email, phone, accounting and the forms on your site connected so nothing is typed in twice.

  • Reporting

    Forecast and team numbers calculated from the same records people use every day, not from a separate file.

How the work runs

From how you sell today to a CRM people use.

  1. 01

    We look at how you sell now

  2. 02

    We agree the stages

  3. 03

    We build and show it every week

  4. 04

    We move the data and launch

Other solutions

Other systems we build.

FAQ

The things people ask first.

When is an off-the-shelf CRM enough?
When the sale runs the usual way: contact, quote, closed. Products like HubSpot or Pipedrive start working in days and cost less. If that describes your sales process we will tell you so rather than quote for a build.
When does custom CRM development pay off?
When the pipeline is tied to production, projects or delivery and the customer record has to show orders and invoices alongside the deal. Also when an off-the-shelf system was already tried and the team went back to a spreadsheet.
Can you move the data out of our current CRM?
Yes. Contacts, deals and history come across from the system you have, and usually from the spreadsheets holding the records that never made it into it.
Will it connect to email and accounting?
Yes. Email, phone, accounting and the forms on your site are connected so nothing is entered twice. What to connect is decided by where each piece of information first appears.
Can the CRM be part of a larger system?
Yes, and often it should be. When orders, invoicing and inventory have to be managed too, the sales side is built as part of a custom ERP system rather than as a separate product.

What would you like to build?

Let's discuss your idea and explore how we can turn it into a great product. We typically respond within one business day.

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