Client records with full history
Every client in one place: contact details, notes, past quotes, and who spoke to them when.
CRM development · CRMEvery client, every quote – in one place.
Most off-the-shelf CRM software is either too complex or built around someone else’s processes. We build a client management system your team can use with confidence from day one – because it does exactly what your business needs.
In brief
Why build your own CRM?
In many businesses, client information is scattered across a spreadsheet, an inbox, a notebook and the heads of the team. It becomes easy to forget a follow-up call, lose track of a quote and hard to tell where sales actually stand.
Most off-the-shelf CRM software is designed for large companies: packed with features you will never use, priced per user per month, and built on a logic your team has to adapt to. With custom CRM development we work the other way round – first we learn how you sell and how you stay in touch with clients, and only then do we design the system.
The result is a clean, browser-based client management tool that your team will use confidently after a short introduction – on desktop, tablet and phone alike. Your client data and the entire database remain your property, and the system grows with your business.
Who it is for
This package is for you if…
- Small and medium-sized businesses that track clients in spreadsheets or on paper today
- Sales teams that need clear tracking of quotes and tasks
- Anyone who finds off-the-shelf CRMs too complex or too expensive
- Businesses with processes no boxed software can follow
What is included
Everything in the package.
Tailored sales stages
From first enquiry to signed order, with exactly the steps you use – in a clear board view.
Quote and deadline tracking
See where each quote stands, when the next step is due and how much business is in the pipeline.
Tasks and reminders
Call-backs, meetings and to-dos with due dates and e-mail reminders – so nothing slips through.
Per-user permissions
Everyone sees and edits exactly what they need for their work.
Reports and dashboards
An overview of sales, open quotes and team activity – exportable to Excel.
Import from your existing sheets
We bring over your client data from current spreadsheets or your previous system, so you never start from scratch.
Integrations as needed
E-mail and calendar, your website’s enquiry form or other systems – based on the consultation.
Process
How we work.
01 / CONSULTATION
Free of charge, we walk through how your team works today and what you need from the system.
02 / DESIGN
We design the data structure and the interface, then give you a fixed quote and deadline.
03 / DEVELOPMENT
We build the system in stages, so you can try it out and give feedback along the way.
04 / LAUNCH
We migrate your existing data, walk your team through the system and take it live.
Transparency
What is not included.
Better to say it now than on the invoice. These are available on request or are part of another package.
- Enterprise ERP integration – only after a separate assessment
- Native apps for the App Store and Google Play – the system works comfortably in a mobile browser
- Large-scale data cleansing of existing systems – quoted separately
FAQ
Good to know.
Why is there no fixed price?
Because every business needs different features. After the free consultation we give you an exact, fixed quote that will not change along the way.
Can you migrate our existing client data?
Yes – from Excel and CSV files, and from most CRMs that allow you to export your data.
Who owns the data?
You do. The system and the database remain your property, and we can export everything for you at any time.
Can it be used on a phone?
Yes. The system runs in the browser and works comfortably on phones and tablets – no app to install.
Is there a monthly fee?
There are no licence fees. Hosting, backups and monitoring are covered by our maintenance plans.
Other packages
Not quite right?
Let’s begin.
Tell us briefly what you need – we will reply within one business day and arrange a free consultation.