Workflow mapping
Define lead sources, stages, roles, required fields and reporting needs.
Custom CRM Development
A CRM shaped around your sales process.
Bring leads, conversations and follow-ups into a workflow your team understands. We build custom CRM tools and connect website enquiries with the systems you already use.
WHAT WE HELP WITH
From requirements to a useful release.
CRM implementation
Develop agreed lead views, records, follow-up tools and permission controls.
Integrations and reporting
Connect supported APIs and build reports around the data available.
SCOPE & DELIVERABLES
Know what is included before work begins.
These are typical areas of work. Your proposal identifies the final deliverables, exclusions, third-party costs and responsibilities for your project.
- Lead and contact records
- Configurable sales stages
- Role-based access within scope
- Website form integration
- Activity and follow-up workflow
- Agreed dashboard and export tools
HOW WE WORK
Clear steps. Shared checkpoints.
Discover
Review goals, existing tools, content and dependencies.
Scope
Agree deliverables, milestones, responsibilities and acceptance criteria.
Build
Develop the approved solution with scheduled reviews.
Test
Check agreed journeys, responsive layouts, forms and launch requirements.
Handover
Deliver agreed access and documentation, then confirm support ownership.
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Custom CRM Development FAQs
Can you connect my existing CRM?
We can review its documented API and integration options. Availability, third-party fees and permissions are confirmed before implementation.
Can WhatsApp and email be integrated?
Potentially. Integration depends on the provider, approved account access and API capabilities. These dependencies are reviewed during discovery.
How are scope, pricing and timing agreed?
We review your requirements and provide a written proposal with deliverables, dependencies, milestones and an estimate in USD for US engagements. Final pricing and timing depend on the approved scope.
How do we collaborate remotely?
We agree meeting times, communication channels and review checkpoints before work begins. Calls are scheduled around available timezone overlap, with written progress updates between reviews.
YOUR NEXT STEP
Tell us what you want to build.
Share the requirements, your existing website and the outcome you need. We will clarify scope before recommending the next step.