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Solution
A CRM shaped to your pipeline, not a vendor's template
Standard CRMs assume a sales process. When yours involves quotes with engineering input, multi-year contracts or channel partners, the workarounds start on day one and never stop. A custom CRM removes them.
Efekty
- Pipeline that reflects your real stages
- No per-seat licence tax on growth
- Reporting that finance and sales both accept
- Adoption, because it matches the job
Solution
Zastosowania
Complex quoting
Configurable pricing, approvals and versioned proposals.
Channel sales
Partners, dealers and agents with their own visibility.
Account management
Renewals, service history and contract obligations in one record.
Co dostarczamy
- Pipeline and stage modelling
- Quoting and proposal generation
- Activity, email and call logging
- Forecasting and commission reporting
- Role-based visibility rules
Integracje
Who this is for
- Sales teams whose pipeline stages, pricing rules or approvals do not fit a standard CRM
- Businesses paying per seat for a CRM that most of the team refuses to update
- Companies where quoting, contracts and delivery need to live beside the customer record
When this is the wrong choice
- Small teams with a simple linear pipeline — an established CRM configured well is faster and cheaper
- Organisations that want a CRM mainly for marketing automation
Problems this solves
The CRM is a data graveyard
Reps update it because they are told to, not because it helps. A CRM built on your process gives them quoting, stock and history in one place.
Quotes live in spreadsheets
Pricing logic, discount approval and version history sit outside the system, so nobody can see what was actually offered.
Forecasts nobody believes
Stage definitions that mean different things to different reps make the forecast decorative.
Architecture and integration
- Quote and price rules as configurable data so commercial changes do not need a release.
- Two-way sync with the ERP for stock, credit status and invoices, with clear field ownership.
- Email and calendar integration that logs activity without manual entry.
- Role-scoped visibility for multi-branch or multi-brand sales structures.
How delivery runs
- 01
Pipeline and rules workshop
Stages, entry criteria, pricing rules, approval thresholds and handover points defined with the people who sell.
- 02
Data model and migration plan
Accounts, contacts, deals and history mapped and deduplicated before anything is imported.
- 03
Build around the sales day
Designed so updating the record is the fastest way to do the job, not an extra task at the end of it.
- 04
Rollout with the team
Pilot with a small group, adjust, then migrate the rest with their history intact.
Realistic timeline
Weeks 1–2
Pipeline definition, data audit.
Weeks 3–10
Core CRM, quoting and integrations.
Weeks 10–13
Migration, pilot, full rollout and training.
Build or buy
Buy something existing when
- A standard pipeline and standard quoting
- Fewer than about fifteen users
- No deep ERP or stock dependency
Build custom when
- Pricing or approval logic that no CRM configures
- Seat licences across a large team outweighing a build in two to three years
- The CRM must be the operational system, not just a record of calls
What moves the price
Quoting complexity
Configurable products, tiered pricing and approval chains are the largest single driver.
Migration quality
Duplicated and conflicting contact history takes real effort to reconcile.
Mobile use
Field sales needing offline access adds a companion app to the build.
Where projects go wrong
Built for management reporting only
If it does not help the rep close, it will not be updated, and the reporting becomes fiction.
Importing dirty data
Migrating duplicates destroys trust in week one. Cleanse before import.
Budżet orientacyjny
Indicative only — integrations and reporting depth drive the range.
FAQ
Częste pytania
Why not just configure Salesforce or HubSpot?+
If your process fits, do exactly that. We build when the configuration cost, licence drift and workaround burden exceed the build over three years.
Can we migrate our existing CRM data?+
Yes, with a validation report so you can see exactly what moved and what needed cleaning.
You already have the idea. Let's define what comes next.
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