Custom CRMs
Custom CRM development. Your way of working.
A fully custom CRM should fit your process. Bring customer records, pipelines and follow-ups into a system designed for your team.
Where it helps
- Customer information lives in several spreadsheets.
- Your current CRM forces workarounds.
- It is hard to see who needs a follow-up.
What we can build
Useful customer records
Keep the details, notes and history your team actually needs in one place.
Your own pipeline
Define stages, responsibilities and reminders around your sales or delivery process.
Clear reporting
See the status of work and the next actions, with access appropriate to each role.
The right scope, together
We map your records and workflows before designing the screens. We discuss data migration, permissions, exports and ongoing maintenance so the system has a clear place in your business.
The project in practice
A CRM built around the next action.
Illustrative scenario: a small team needs one view of enquiries, quotations and active work. Each record has an owner, a stage and a next action. Sales and delivery can see the information relevant to their role.
Map records before screens
Define customers, contacts, organisations and projects, including how they relate. Agree required fields and duplicate rules before importing spreadsheets.
Design access and migration
Decide who can view, change and export each type of information. Trial the migration on a sample, check the results and agree a cutover and rollback plan.
Agree the operational handover
Include account ownership, source-code access, exports, backups, restore testing and maintenance responsibilities in the scope. A CRM needs someone accountable after launch.
Before you build
A fully custom CRM is not automatically the best choice. An existing product may suit a standard sales pipeline; custom development makes more sense when important workflows cannot be supported without persistent workarounds.
Custom CRM or off-the-shelf software?See how it connects
One enquiry. Everything connected.
See how a chatbot, a custom CRM and automation can work together to handle a new enquiry, with a person in control of what goes out.
Enquiry received
“We’d like a simpler way to manage our enquiries.”
CRM lead created
Interest: enquiry management
Owner: ready to assign
Follow-up prepared
“Thanks for getting in touch. Let’s talk about your current process.”
Fictional example, not a client case study or a live integration.
A few useful answers
Is this a customised off-the-shelf CRM?
This service is for a fully custom build. We also discuss whether an existing product would cover your needs before you commit.
Can we bring our existing data?
We assess the source, quality and volume first, then agree a migration and validation plan.
Let’s make work a little lighter
What would you like to take off your plate?
Tell us where work gets stuck, or what you want to build. We’ll work out a practical starting point together.
Book a discovery callEnglish & French