Custom CRM: your pipeline, your access rules

Avoid paying for hundreds of unused modules: build exactly the entities and reports sales and finance need, with APIs for marketing.
Discuss the pipeline

Functionality

Sales

Leads, qualification, tasks, response SLAs, mobile access for field teams.

Documents & finance

Quotes, invoices, payment statuses, accounting handoff.

Integrations

Telephony, email, messengers, web forms, warehouse/ERP — prioritized.

Process

  • 1.

    Sales workshop: roles, stages, reports.

  • 2.

    UI prototype and data model.

  • 3.

    Migration from spreadsheets/legacy CRM, training.

  • 4.

    Launch, hypercare, roadmap.

Delivery

  • Deployed CRM and source.
  • Historical data import per agreed mapping.
  • Dashboards and exports.
  • User guides and short videos.

Pricing

Small-team CRM MVP from a few sprints; vertical scenarios priced individually.

We can add high-load and performance-audit practices as usage grows.

CRM FAQ

When processes are unique or licenses exceed build cost, a custom perimeter wins.

Yes — branding and multi-tenant for partners per spec.

Responsive web in MVP; native apps on request.

Via provider APIs; call recording per policy.

Encryption, roles, logs; legal review with your DPO.

Post-launch packages available.

A CRM that matches your playbooks

Tell us about current tools and pains — we will scope an MVP.
Book a consultation