Custom CRM software for your business
Customer tracking systems built around the way you work, bringing your customers, quotes, sales and your team's tasks together on a single screen.
- Delivery
- In stages
- Access
- From the browser, on any device
- Ownership
- Your data, transferable code
When Excel and off-the-shelf CRMs aren't enough
Most businesses start tracking customers with Excel spreadsheets, WhatsApp chats and notebooks. As the business grows, information gets scattered: which customer received which quote, who is waiting for a follow-up, where each sale stands — none of it is visible in one place.
Off-the-shelf CRM packages partly solve this problem, but they ask you to fit your business into their mold. You end up with dozens of features you never use, a few critical flows that are missing, and monthly fees that grow with the number of users.
A custom CRM mirrors your sales and service process exactly. Screens, fields, stages and reports are designed around your business; your team sees only what they need. The system runs in the browser and can be accessed from a computer, tablet or phone.
What can CRM software include?
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Customer records
Company and contact details, meeting history, notes, files and all correspondence kept in one place.
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Quote management
Preparing quotes, sending them as PDFs, tracking revisions and following whether a quote has been accepted.
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Sales pipeline
A sales funnel that tracks opportunities stage by stage; see where every deal stands at a glance.
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Tasks and reminders
Follow-up calls, meetings and tasks, with reminders sent to the right person when the time comes.
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User roles and permissions
Roles such as manager, sales and support; everyone sees only the information they're authorized to see.
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Reports and dashboards
Statistics on sales, quote conversion, team performance and individual branches.
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Integrations
Connections to your website forms, email, SMS, accounting or e-invoicing systems.
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Mobile access
Phone access for your field team; a separate mobile app if needed.
Who is it for?
For businesses whose customer and work tracking has become scattered and who need to share the same information across the team:
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Companies that sell through quotes
Companies in manufacturing, projects, wholesale or services that prepare and follow up on quotes.
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Multi-branch businesses
Businesses that want to see customer and performance data from all branches in one central place.
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Appointment and membership businesses
Businesses that track clients or members, such as clinics, gyms and educational institutions.
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Teams unhappy with their current CRM
Teams running into the limits of packaged software or facing rising per-user fees.
How is CRM software developed?
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Process analysis
We talk with your team to map out how work flows today, where information gets lost and which reports you need.
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Scope and priorities
We decide which modules come in the first stage and give you a timeline and fixed price.
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Design
We design the screens and flows and review them together with your team.
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Staged development
We deliver the system module by module; while your team uses the first module, we develop the next.
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Data migration and training
We migrate your data from Excel or your old system and train your team on how to use the new one.
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Support and improvement
We keep developing the system based on the needs that come up during use.
What determines the cost of CRM software?
The cost of a custom CRM depends on the number of modules and how complex your processes are. We don't charge a monthly per-user fee; we clarify the scope and give you a fixed price. By splitting the system into stages, we get you up and running quickly with the first module. These are the main factors that determine the price:
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Number of modules
Which modules you need: customers, quotes, sales, tasks, stock, support and so on.
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Roles and permissions
How many user types and permission levels there are.
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Reporting
The number and level of detail of the reports and dashboards required.
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Integrations
Connections to accounting, e-invoicing, email, SMS or your website.
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Data migration
How much existing data there is and how well organized it is.
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Mobile use
Whether your field team needs a separate mobile app.
Tell us about your project; we'll reply within 24 hours with a scope and timeline proposal.
Request a quoteOur work in this area
All workCRM software FAQ
Why custom software instead of an off-the-shelf CRM?
How long does it take to build CRM software?
Can you migrate our existing Excel data?
Can the system be used on a phone?
Where is our data stored?
Can it connect to our accounting or e-invoicing system?
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