Custom CRM
No client forgotten between one conversation and the next
A CRM is the system where a company keeps every client, every conversation and every sale in progress. We build yours around how your team already sells, not the other way around.
- Client records with the full conversation history
- Sales funnel with the stages your team already uses
- Tasks, reminders and reports without adding up spreadsheets
The problem
The sale exists, and nobody knows where it stands
The quote went out on Tuesday, the client asked to be called back the following week, and nobody wrote it down. The information is scattered between one person’s spreadsheet, another’s WhatsApp and the memory of whoever took the call. When that person goes on vacation, their client list goes with them.
Off-the-shelf CRMs solve part of this and charge for the rest: they are built for any company, ask the team to change how it works, and bill a monthly fee per user. When the process has its own rules, the team gives up on the system and goes back to the spreadsheet.
What you get
One place for the client and the sale
- The client with the full history
- Contact, company, what they already bought, what was quoted and every conversation on record. Whoever answers today knows what was said yesterday, without asking anyone.
- The funnel with your company’s stages
- The stages are the ones your team already uses, with the names it already says. You see at a glance how many sales are in each phase and which ones are stalled.
- Tasks and reminders that let nothing slip
- An agreed follow-up becomes a task with a date and an owner. The system warns you when the due date arrives, instead of depending on someone remembering.
- Connected to what you already use
- WhatsApp contacts, the website form, the old spreadsheet and the invoicing system can go into the CRM without anyone retyping. What can be connected is checked before the proposal.
- Reports that build themselves
- Monthly sales, close rate per salesperson and reasons deals are lost, ready at any time. The numbers stop being assembled by hand at the end of the month.
- The system and the data are yours
- Hosted on accounts registered in your company’s name, with no per-user monthly fee charged by us. If you ever take the project to another professional, the data and the access go with it.
How it works
From the first contact to the project live
-
No cost
Chat on WhatsApp
You tell us how a sale happens today and where the client gets lost. No commitment and no scheduled meeting.
-
In writing
Fixed-price proposal
Scope, timeline and price defined from the stages and the systems that need to be connected.
-
You approve
Screens and testing
The team uses the system with real clients before the spreadsheet is retired. Whatever gets in the way is adjusted in this phase.
-
With support
Live and trained
We import the old data, train the team and follow the first weeks of use.
Is it right for you?
When this service makes sense and when it does not
Makes sense if
- Your clients and quotes live in a spreadsheet that only one person understands
- Sales get lost because nobody called back on the agreed day
- You already tried an off-the-shelf CRM and the team went back to the spreadsheet
- The per-user fee of your current system weighs more with every hire
- You cannot say how many sales are open right now
Does not make sense if
- You need a complete inventory, production or finance system: that is a custom-built system, delivered on demand in custom projects
- Your team does not plan to record anything: no CRM works unless someone writes down what happened, and we say so before the proposal
- You are looking for mass messaging to a purchased list: we do not do that, and it is the fastest way to get your number blocked
- An off-the-shelf CRM already fits your process without changes: in that case it costs less, and we will say so in the first conversation
Frequently asked questions
What people ask before hiring
Why not use an off-the-shelf CRM?
Sometimes the honest answer is to use one. A custom CRM pays off when the sales process has its own rules, when the team has already given up on an off-the-shelf system or when the per-user fee has come to weigh more than the whole project.
Does it work with WhatsApp?
Yes. Your company’s WhatsApp conversations and contacts can go into the client history. Automatic messaging uses the official WhatsApp channel for businesses, which charges per conversation, and that cost goes into the proposal.
Can we reuse the spreadsheet we use today?
Yes, and it is the normal path. The clients and the history in the spreadsheet are imported before the team starts using the system, and checked with you.
Does it work on a phone?
It works in the browser on phone and computer, with nothing to install. Whoever sells on the road logs the visit on the spot, and whoever is in the office sees it instantly.
Is there a monthly fee once it is done?
We do not charge a per-user monthly fee. There is a hosting cost for the system, on your own account, and it appears in the proposal before you decide. Adjustments and improvements after delivery are quoted separately, or through ongoing support if you prefer.
How much does a custom CRM cost?
It depends on how many stages and screens the process needs and how many systems have to be connected. Tell us how your sales work today over WhatsApp and receive the fixed price in writing, item by item.
The other services
Describe your case and get a fixed price
Tell us in one message what you need. The reply says whether it can be done, how much it costs and how long it takes, with no meeting and no commitment.
Request a quote