Leads go missing
Enquiries arrive by web form, email, phone and WhatsApp, and some are never followed up.
Build · CRM & Business Management
CRM & Business Management Software
Manage leads, customers, sales teams and business workflows with software designed around your operations.
Built around your sales processLeads, pipeline, customers, reports
Overview
One place for your leads, customers and sales activity
When leads sit in inboxes and spreadsheets, follow-ups are missed and managers cannot see what is happening.
We build CRM and business management software around how your team actually sells and serves customers, rather than forcing you into a generic tool.
We can also connect your CRM to your website forms, email, accounting or ERP so information is entered once.
Business Problems We Solve
When a CRM makes a difference
No clear sales picture
Managers cannot see which deals are open, who owns them or what is likely to close.
Generic tools don’t fit
Off-the-shelf CRMs force your team into a process that doesn’t match how you work.
Functionality
CRM functionality we develop
Each module is built for your process, and you choose what is included.
Lead management
Capture leads from forms and other channels, assign owners and track every follow-up.
Sales pipeline
Stages that match your sales process, with deal values and expected close dates.
Customer database
A single record for each customer with contacts, history, documents and notes.
Task automation
Reminders, follow-up tasks, approvals and notifications triggered automatically.
User permissions
Role-based access so each team member sees the data they need.
Reporting dashboards
Sales, activity and pipeline reports for managers and leadership.
How We Work
How we deliver your CRM
Agreed milestones and regular demos, so you can review progress at every stage.
Understand
We map your sales process, users and existing tools.
Plan
We agree modules, data migration and integrations.
Build
We develop in milestones with regular demos.
Test & launch
We test, import your data and train your team.
Support
Agreed post-launch support and improvements.
Technologies
Explore our technologies
Technologies we use for CRM projects
- Odoo CRM
- Salesforce
- Python
- Django
- PHP
- Laravel
- Node.js
- React
- Angular
- PostgreSQL
- MySQL
- REST APIs
FAQ
Common questions about CRM development
Can’t find your answer? Our team is happy to help.
Should we build a custom CRM or use an existing product?
It depends on how specific your process is. We can customise Odoo or Salesforce, or build a custom CRM, and we will recommend the option that fits your requirements and budget.
Can you move our data from spreadsheets or an old system?
Yes. Data migration from spreadsheets or your current system is planned as part of the project.
Can the CRM connect to our website and other software?
Yes. We can connect website forms, email, accounting, ERP and other systems through APIs.
Do you provide support after launch?
Yes. We offer agreed post-launch support, updates and enhancements.
Related Services
Explore related solutions
Need a CRM that fits your business?
Tell us what you want to build or improve. Our team will review your requirements and help you understand the next steps.