A custom CRM to organise your sales operation
CUSTOM CRM
We develop CRMs to organise contacts, follow opportunities and keep sales work moving. Together, we define the information needed, the stages of each opportunity and the actions your team must perform. The aim is a system suited to your operation, with clear responsibilities and a visible next step in every commercial relationship.
Example application
Illustrative example. A fictional training company follows enquiries about programmes for teams. One possible sales journey would be:
Stage
- Information needed
- Topic, participants and objective
- Next action
- Arrange a discovery conversation
- Information needed
- Scope, value and owner
- Next action
- Schedule follow-up
- Information needed
- Confirmed terms and operational contact
- Next action
- Prepare handover to the delivery team
The CRM assigns each opportunity to an owner and keeps the history available throughout this journey. Stages and fields would be adapted to how the business works, including reasons an opportunity may be closed.
Who this service is for
For businesses managing commercial relationships in spreadsheets, messages and tools that do not support their process. It also serves teams whose existing CRM needs constant workarounds or leaves important information out. It is particularly useful when several people work on the same opportunity and need to understand what happened and who should act.
What we will address
When history is scattered, every handover requires reconstructing the conversation. Opportunities can lack an owner, tasks lose context and understanding a negotiation’s status depends on asking the person following it. We organise data and process steps so your team can record, find and use the commercial information it needs.
What we do
The scope starts with the operation the CRM needs to support:
- Commercial model: we organise contacts, companies, opportunities and relationships between records, avoiding fields with no everyday use.
- Stages and rules: we define states, transition criteria and the information required at each point in the process.
- Activities and tasks: we structure contact history, next steps, dates and owners to maintain follow-up.
- Access and views: we prepare what each role can see and change, with lists and filters suited to their tasks.
- Data and integrations: we plan imports of existing records and connections to forms, email or other systems included in the project.
What you receive
- A sales-process map, with agreed stages, criteria and responsibilities.
- A data model, with defined fields, relationships and completion rules.
- An implemented CRM, with the contracted features and access prepared for the intended roles.
- A user and management guide, including the update routines that keep the system useful.
How we work
- Walk through a real opportunity. We understand how it arrives, who is involved and what happens through closing and handover to operations.
- Define the necessary model. We select fields, states and rules with a concrete purpose before designing screens.
- Build and review with the team. We validate tasks with the people who will use the CRM and adjust points that create unnecessary work.
- Prepare adoption. We handle the agreed data, configure access and explain the routines each person should maintain.
Frequently asked questions
Do I really need a CRM built from scratch?
That decision comes after understanding the process. If an existing tool can meet the needs with suitable configuration, it should be part of the assessment. Custom development makes sense when differences in the operation justify the investment and responsibility of maintaining the system.
Can we use the contacts we already have?
Yes, provided the data can be extracted and organised for the new model. We analyse fields, formats and possible duplicates before import. Your team helps decide how to handle incomplete or conflicting information, because those choices depend on the commercial context.
Can the CRM connect to email, calendars and invoicing?
We can include those connections when the systems provide the necessary access. We define which information moves, in which direction and when. Compatibility, limitations and possible provider costs are evaluated before the scope is finalised.
Can we change the process later?
From the outset, we define what your team can configure, such as field options or certain states. Changes affecting rules, permissions or integrations may need development. The structure should support evolution without hiding important decisions in configurations that are difficult to follow.
Let’s talk about your project
Tell us how you follow an opportunity today, who takes part and where the process usually stops. If you already use a CRM, tell us which one and what limits you. From there, we can discuss the workflow and understand what kind of system makes sense to build.
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