Custom CRM
Stop losing sales because a follow-up slipped
One place holding every customer, every quote and every pending follow-up — organised the way your team actually sells, not the way off-the-shelf software thinks it should.
If any of this sounds familiar
Where sales usually leak away
You sent the quote and can't remember whether the customer replied.
Every salesperson keeps their own spreadsheet and nobody sees the whole picture.
When a salesperson leaves, their contacts leave with them.
You don't know how many quotes are open or what they add up to.
A long-standing customer drifts away and nobody notices they stopped buying.
You tried an off-the-shelf CRM, found it confusing, and the team went back to spreadsheets.
What's included
What your CRM will do
Complete customer record
Contact details, purchase history, quotes sent and every conversation, all in one place.
Visual sales pipeline
See which stage each deal is in and how much money is sitting in each one.
Follow-up reminders
The system tells you who needs a call today. Nothing goes cold because it was forgotten.
One-click quotes
Generates the quote with customer details already filled in and logs the send automatically.
Leads straight from your site
Anyone who fills your website form lands in the CRM already registered, with no retyping.
Automatic sales reporting
What came in, who sold it, what's stuck. No spreadsheet assembly at month end.
How it works
From your current process to a running CRM
- 1
Map how you sell today
1 to 2 conversationsWe follow a real sale from first contact to close, with the people who actually do it.
- 2
Design the pipeline and scope
3 to 5 daysYou get the stages, the fields and what the system will do in writing, with fixed price and timeline.
- 3
Build and import your data
3 to 5 weeksWe build the CRM and bring in the customers already in your spreadsheets. You don't start from zero.
- 4
Train the team
1 to 2 daysWe train the daily users, with recorded material. A CRM the team won't adopt is worth nothing.
FAQ
What people usually ask
Questions
If an off-the-shelf CRM fits your process well, use it — we say so in the first conversation rather than selling an unnecessary project. Custom pays off when your sales process has stages the standard product doesn't have, when you use a fraction of what you pay for, or when per-user costs already outweigh building your own.
Yes, and it's included. We import contacts, history and anything else that's structured. If some of it is messy, we tell you upfront what can be reused and what will need manual cleanup.
That's the most common reason CRMs fail, which is why we design with the people who sell, not only with management. When the system follows how someone already works, resistance drops sharply. We also start with the smallest thing that helps, instead of demanding everyone learn everything at once.
Yes. Field sales people need to look up a customer and log a visit from their phone, so the CRM is built for small screens from the start, not adapted afterwards.
How many sales slipped away this month?
Tell us how your team sells today and we'll show you how that becomes a CRM they'll actually use.