Custom CRM development

A CRM built around the way your business works

When an off-the-shelf CRM forces your team into someone else’s process, we build one that fits: your stages, your documents, your rules and your integrations.

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  • Since 2013building CRM systems
  • End to enddesign, build, data, hosting
  • Long termsupport after launch
A custom CRM made of the modules a business needs: leads, deals, quotes, invoices, a customer portal and reports

What we build

Everything your CRM needs, nothing it does not

We design each module with your team, so the CRM matches how you sell, deliver and support today, and can grow with you.

Leads and sales pipeline

Capture leads from every channel, move them through your own sales stages and see what is coming next.

Quotes, orders and invoices

Create quotes and invoices from CRM data, with your products, pricing rules, taxes and branded PDFs.

Customer and partner portals

Let customers and partners sign in to see their orders, tickets, documents and invoices.

Support and service desk

Tickets, priorities and service history, so every customer issue has an owner and an outcome.

Workflow automation

Assignments, reminders, approvals and emails that run on their own, following your business rules.

Reports and dashboards

Clear reports for sales, service and management, built on the numbers that matter to your business.

Custom or vTiger?

Not sure you need a custom CRM?

We build both, so we recommend what fits your process and your budget, not what is easiest for us.

Customise vTiger CRM when

  • Your process is close to standard sales, marketing and support
  • You want to start quickly and improve step by step
  • A proven platform with ready-made modules suits you

vTiger CRM customization

Build a custom CRM when

  • Your process is specific to your industry or business
  • You need portals, documents or rules a standard CRM cannot handle well
  • You want software designed entirely around your team

Discuss your project

A CRM connected to website forms, email, an online store, accounting and other systems

Integrations

Connected to the rest of your business

A CRM is only as good as the data in it. We connect your CRM to the systems you already use, so information flows in without anyone retyping it.

  • Website and landing page forms
  • Email sending and tracking
  • Online store orders and customers
  • Accounting and invoicing tools
  • Any system with a REST API

How we work

From first conversation to a CRM your team relies on

  1. 1

    Discover

    We learn how your team sells, delivers and supports customers, and what the CRM must do.

  2. 2

    Design

    We design the screens, data and workflows with you, and agree a clear scope and estimate.

  3. 3

    Build in stages

    We build in short stages you can see and test, so your feedback shapes the result.

  4. 4

    Launch and support

    We import your data, train your team, go live and keep improving the CRM with you.

Questions

Custom CRM development: common questions

How much does a custom CRM cost?
It depends on the modules, integrations and number of users you need. After a short discussion of your requirements we send you a clear scope and estimate, free of charge.
How long does it take to build?
Timelines depend on the scope. We deliver larger systems in stages, so your team can start using the first modules early, and you get a timeline together with the estimate.
Can you bring in our data from spreadsheets or another CRM?
Yes. We clean, map and import your existing customers, contacts and history as part of the project, and check the result with you before go-live.
Who looks after the CRM after launch?
We do, if you want us to. We offer ongoing support, changes and hosting, and many of our clients have worked with us for years.

Get a quote

Tell us about the CRM you need

Describe your process and what is not working today. We will reply with ideas, a plan and an estimate.

Request a free quote