For sales teams
Deal pipeline, offer preparation, tasks and sales reports.
Custom CRM development
A CRM built around the way your business works
Every client, deal, call and task in one place — instead of scattered across spreadsheets, inboxes and notebooks. We build CRMs that work the way your team already works.
Signs
Do these situations sound familiar?
- Client contacts are scattered across spreadsheets, phones and inboxes
- It’s unclear what stage each deal is at and who owns it
- Call-backs and next steps get forgotten
- Management sales reports are put together by hand
If you said “yes” to even one of them, it’s worth a conversation. Book a consultation
What’s included
What you get
We tailor the exact scope to your needs — here’s what this service usually includes.
- Client and contact database with full communication history
- Deal, request or order pipeline with clear stages
- Tasks, reminders and assigned owners
- User roles and access rights for every employee
- Real-time reports and dashboards for management
- Data import from Excel or your current system
- Integrations with email, website forms and other software
Examples
What we can build
For service companies
Requests, visits, estimates and the full client history on one card.
For B2B distributors
Client-specific prices, order history and repeat orders.
For customer support
A ticket register with statuses, owners and response times.
Benefits
What it means for your business
No client falls through the cracks
Every request lands in the system, with a clear owner and a clear next step.
Management sees the big picture
Sales, workload and results in one view — no more stitching spreadsheets together.
Nothing you don’t need
Only the features you use, and no per-seat fees every time your team grows.
Process
How we work
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01
Sales process mapping
We describe how a client gets to a deal and where they currently drop off.
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02
Data structure
We decide what to store about clients, deals and tasks.
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03
Build and data migration
We build the CRM and migrate your existing contacts, deals and history.
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04
Team roll-out
We train your team and fine-tune the system during the first weeks of real use.
Questions
Frequently asked questions
Why a custom CRM instead of an off-the-shelf one?
Off-the-shelf CRMs often force you to change how you work, come with lots of unused features and charge per user. A custom CRM follows your process. If we see during the consultation that an off-the-shelf tool will do, we will tell you so.
Can we bring over our existing data?
Yes. We import clients, contacts and history from Excel, CSV or your current system, so you start with all your data in place.
Blog
Useful reading on this topic
7 signs your business has outgrown spreadsheets
Excel is great to start with. But if you recognise at least three of these signs, spreadsheets already cost you more than you think.
Read articleOff-the-shelf or custom CRM: which should you choose?
We compare off-the-shelf CRM products with a custom system: long-term cost, flexibility, roll-out and who owns your data.
Read article
Tell us where your team loses time. We’ll show you what can be automated.
In a free consultation we go through how you work today, then prepare a clear offer with the solution, phases and timeline. No strings attached.