Custom CRM, built around your sales process
We build CRM systems that mirror the way your team works. The pipeline, quotes, jobs and reports look the way you need them to, and we move the data from your old tools for you.
When an off-the-shelf CRM stops being enough
The team works around the system
There is a CRM, yet sales reps keep their own spreadsheets because entering data takes too long.
The process is unusual
Multi-stage quotes, service jobs, recurring contracts. Standard systems need workarounds or costly add-ons.
Licence costs grow with every employee
With a larger team, the per-user subscription exceeds the cost of maintaining your own system.
What you get
A system the team wants to work in, because it shortens their daily tasks.
Technology
- Vue.js
- React
- TypeScript
- Node.js
- PostgreSQL
- Claude API
Sales process analysis
We define the stages, roles and data that are really needed at each step.
Pipeline and customer record
A view of sales opportunities and the full history of contact, quotes and documents in one place.
Quotes and documents
Generating quotes and contracts from templates, with a price list and manager approval.
Automations
Follow-up reminders, enquiry assignment and status change notifications.
Integrations
Email, telephony, website forms, the accounting system and ERP.
Reports and migration
Dashboards for management and sales, plus moving data from your current tools.
How we work together
- 01
Sales workshop
We talk with reps and managers about what their day really looks like.
- 02
Prototype
We design the key screens and check that a typical task takes just a few clicks.
- 03
Build and migration
We code the modules in stages and move the data so the team doesn't start with an empty system.
- 04
Team rollout
We train users, gather feedback from the first weeks and make corrections.
What the estimate depends on
- number of modules, such as sales, service, projects
- number of roles and permission levels
- integrations with email, telephony and finance systems
- scope of data migration
- a mobile app for field staff
We don't publish a price list, because every project has a different scope. After a short conversation you get a free estimate split into stages.
Request an estimateQuestions about this service
If your question isn't here, write to us.
Why not an off-the-shelf CRM?
A standard system is a good choice for a typical process and a small team. A custom one makes sense when the process is unusual, the number of users is large or the CRM is to be part of a bigger company system.
Will you move data from our current system?
Yes. We export customers, contacts, opportunities and history, remove duplicates and import them into the new system.
Will the CRM work on a phone?
We design the interface to work in a phone browser. For field teams we can prepare a separate mobile app.
Can AI features be added?
Yes. Most often we add conversation summaries, next-step suggestions and automatic filling of data from emails.
Tell us about your project
Tell us what you want to build or verify. We'll come back with questions, a proposed approach and an estimate.
Free estimate · NDA on request
What happens next
- 1A short call
- 2Estimate with a schedule
- 3Work begins