Custom CRM
In short
A custom CRM keeps customers, contacts, deals and sales activities in one place, with the fields and sales stages your company actually uses. No unnecessary features, no per-user licences.
A custom CRM is software for managing customers, contacts, deals and sales activities, designed around your company’s sales process. CRM stands for Customer Relationship Management. It is for businesses with a sales team, a sales office or a customer service department that currently juggle address books, spreadsheets and separate inboxes. The result is a bespoke CRM with the fields you actually use, where no deal slips through the cracks and every colleague knows where each customer stands.
Standard CRMs are packed with features, but they often force you into a process that is not yours and cost more with every extra user. A CRM built for you starts from how you sell today and brings order to it.
Signs you need a custom CRM
- customer contacts are scattered across phones, email and personal spreadsheets;
- when a salesperson leaves, the customer history leaves with them;
- you do not know how many deals are open, where they stand or what they are worth;
- follow-up calls and quotes to chase depend on people’s memory;
- you tried a standard CRM but the team stopped using it because it was too complicated;
- sales data does not talk to your management system, invoicing or website.
What we build into your CRM
- Complete customer records: companies, contacts, details, notes, documents and the full history of every interaction on one page.
- Deal pipeline: your company’s sales stages, from first enquiry to close, visible at a glance. The pipeline is the sequence of steps that turns a contact into a customer.
- Activities and reminders: scheduled calls, meetings and follow-ups, with automatic alerts when something is left hanging.
- Quotes and proposals: documents created from data already in the system, with status always up to date.
- Lead capture: enquiries from your website forms or campaigns go straight into the CRM, without copy and paste.
- Roles and visibility: each salesperson sees their own customers, the manager sees everything.
- Sales reports: deals by stage, forecast value, activities completed and lead sources.
If you also need to manage orders, purchasing or production, the CRM can become the first module of a wider business management system.
How we work
- Mapping your sales process: with you and your sales team we walk through a typical customer journey, from first contact to repeat order.
- Fields and stages: together we decide which information is really needed and what can go. Fewer fields means a CRM people actually use.
- Phased proposal: you get clear timelines and costs, with an essential first version to put in the team’s hands quickly.
- Development and field testing: we release in stages and gather feedback from the people who sell every day.
- Import and training: we bring existing address books and spreadsheets into the CRM and walk the team through the system.
- Evolution: we add automation, reports and connections as they become useful.
Integrations and technical choices
The CRM is a web application used in the browser on computers, tablets and smartphones, so sales staff on the road always have their data to hand. We connect it to the tools you already use through API integration: email, calendars such as Google Calendar or Outlook, your management system, invoicing and website forms. We can also set up process automation, for example a reminder when a quote gets no reply, or automatic assignment of a new lead to the right regional salesperson. Customer segments can feed your email marketing campaigns, in line with the consent you have collected.
Timelines and costs: what they depend on
- the number of sales stages, fields and record types to manage;
- the number of roles and visibility rules;
- the volume and tidiness of the data to import;
- integrations with email, calendars, management system and website;
- the automation and reports you need.
An essential CRM is generally one of the quickest bespoke projects to launch: a first usable version is often ready within a few weeks. Advanced features are added later, based on real use. After the first call you receive a precise estimate.
Why choose us
- A single point of contact: you talk directly to the people who design and build, with no middlemen.
- Your code and your data: your customer data stays yours, hosted where you prefer and handled in line with GDPR.
- Easy to use: fast, accessible interfaces that follow WCAG 2.1 AA, because a CRM only works if the team uses it.
- Sales and marketing connected: we can also look after your website, campaigns and communication, so leads arrive in the CRM already organised.
Ready to bring order to your customers and deals? Tell us about your sales process and the CRM you need and we will propose a concrete first version to start from.