Custom CRM Software

For firms whose sale does not fit a packaged CRM. Your stages, your quote, your approval rules.

What a Custom CRM Has to Do

A packaged CRM covers the common sale well. Everything below is about the parts of yours that it does not reach.

The Pipeline Uses Your Stages

The stages carry the names your sale actually has, and a stage nobody uses is not there to be clicked through. A ready-made CRM gives you somebody else's sale and asks you to adapt to it.

Quoting Is the Part Worth Building

Where a quote means configured products, several revisions and a discount somebody has to approve, that is where the week goes. One screen that produces the document and keeps its versions is usually the whole business case.

One Record Covers Sales and Service

What the customer was quoted, what they bought and what went wrong afterwards on the same record. The rep who walks into a renewal meeting knowing about the open complaint has a different conversation.

Follow-Ups Have an Owner and a Date

The next step on a deal is assigned rather than carried in somebody's head, and what nobody has touched for three weeks is a list rather than a surprise.

Targets and Territories Follow Your Rules

Shared accounts, split commission, a regional price list, a dealer who sells on your behalf. These are the rules a packaged CRM makes you work around, and they are the reason firms end up keeping a spreadsheet next to it.

The Rep Sees What Shipped and What Is Unpaid

Order status and overdue balances come from the program you invoice in, on the customer's own screen. The call to accounts before every visit stops being part of the job.

Where Are You Starting From

Both situations are routine for us. Tell us which one applies and we will shape the first call around it.

From First Call to Project Start

The process runs in five steps, in the same order on every project. You can stop after any of them.

1

Short Phone Call

15 Minutes

You tell us how you sell, how many people sell and what you use today. We ask a few questions and say whether this is a job worth doing. If a ready-made CRM already covers it, you hear that on the same call.

2

Technical Review

45-60 Minutes

We go through the detail together. What your stages really are, how a quote is put together and approved, which accounting or ERP program holds the orders, who logs in and what each of them is allowed to see.

3

Scope Preparation

Before Any Commitment

You receive a document that states what will be built, in what order, on what timeline, and at what cost. You read it before anyone signs anything.

4

Agreement Signing

One Document

The agreed scope becomes a signed contract. The confidentiality and intellectual property terms are set out in the same document, rather than in a separate one or at a later stage.

5

Project Start

Same Month

Work starts and we deliver at regular intervals. A preview environment goes up within the first week, so you follow progress in the application itself rather than in a status report.

Start with a Call

  • Pricing depends on the project scope
  • Invoiced in USD, EUR or GBP
  • You own the source code

What You Get From It

You do not need the technical side to judge this. Here is what changes on the business side.

The Cost Stops Growing With Headcount

A per-seat subscription grows every time you hire. A system you own does not, which is why the comparison changes shape somewhere between twenty and fifty users rather than on day one.

Deals Stop Dying in an Inbox

A quote nobody chased and a question nobody answered are the two most common ways a deal is lost. Both are visible the moment the follow-up belongs to the system rather than to a person.

You See Why Deals Are Lost

Price, timing, a competitor, a specification you could not meet. When the reason is recorded at the point of losing, a year of it tells you something you can act on.

The Quote That Goes Out Is the Approved One

Discount limits and approvals sit in the path of the document rather than in an email thread. The version the customer holds is the version you agreed internally.

A New Rep Starts Selling Sooner

The customer history, the last quote and what was promised are in the system rather than in the departing colleague's mailbox. Handover stops being a week of forwarding emails.

Reporting Stops Being a Monday Job

The figures you ask for every week come out of the system in the shape you ask for them. Somebody's morning stops going into rebuilding the same sheet.

Choosing the Firm That Builds It

The questions to put to anyone who offers this work, and the commitments we make on each of them.

We Map Your Sale Before We Draw a Screen

We go through your last few won deals and your last few lost ones, step by step, with the people who worked them. That is where the stages come from, and it is why the result does not look like a template.

We Say When You Do Not Need This

For a small team with a standard sale, a packaged CRM is cheaper and better than anything we would write. We would rather say that on the first call than sell against it.

It Connects to the Accounting You Have

Invoices and stock live in the program you already run. We connect to it rather than asking you to move, and we check during the review that the connection is possible.

Scope Before Signature

You know the scope, the timeline and the price before you commit. We would rather lose the project at the scoping stage than argue about what was included halfway through it.

Code Ownership in Writing

Who owns the code, and whether we may name the work as a reference, are both settled in the contract before the first line is written.

You Keep the Keys

The server, the domain and the data stay in your name. We work with access you grant and can withdraw, so leaving us never means losing your customer list.

Frequently Asked Questions

Most firms should buy a CRM. The products are good, they are cheap to start with and they cover the sale that most businesses have. The ones who end up building are the ones who bought a product, adapted to it for a year, and then quietly started keeping the important part somewhere else. That spreadsheet beside the CRM is the specification, and it is usually about the quote or about who gets paid for what.

Where the sale is only part of the problem, the boundary matters. If what you need runs past the order into stock, production and purchasing, that is custom ERP software rather than a CRM, and the two are often built in that order. The question of which one you need first is the subject of our CRM and ERP page and of the first call.

A Fifteen-Minute Call Is Enough to Start

Tell us how you sell and what you use today. If a ready-made CRM already covers it, you will hear that on the first call.

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