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 pipelineFunctionality
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.
Further reading
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.