Custom CRM systems

In a mid-sized or larger company, each business line may have a different sales process. Teams work with customers through their own stages, while tasks, deadlines and information are spread across tools. It can then be difficult to compare processes, spot delays and identify which areas need improvement.

A custom CRM can reflect your sales process, from lead acquisition and customer contact through quoting to the customer's decision. It can assign tasks to people at specific stages and collect data on time, activity volume and status.

In many organisations, needs continue beyond the sale. The system may also support post-sale customer service, service delivery, expert teams, contracts, settlements and controlling. We define the scope around your processes.

An off-the-shelf CRM may not reflect how your company acquires customers, manages sales and delivers services. Teams may then rely on extra spreadsheets, messaging tools or manual workarounds, leaving customer and process information in different places.

A custom system can connect processes, roles and information around your organisation's needs. You can start with the most important sales stage and then extend the solution to other business lines, service processes, integrations and reports.

We learn about your company, sales process, current tools and the main problem to solve.

For a clearly defined scope, we carry out a light assessment. For a larger or unclear project, we recommend paid Discovery.

We define process stages, roles, tasks, data, reports and integrations. Depending on scope, we prepare architecture and mock-ups.

We build the agreed system components, check them and share progress. Testing scope is agreed for each project.

We prepare the system for the team and can develop further processes, business lines and integrations within the agreed scope.