• Custom CRM development

Build a customer relationship system around the way your team actually sells.

Connect organisations, contacts, opportunities, conversations, quotations and next actions without carrying fields and stages that add no value to your process.

Discuss your sales process Explore industry solutions

• Common problems

When a custom CRM makes sense.

Sales depends on industry-specific qualification and technical review

Several contacts, sites or branches belong to one account

Opportunities need custom stages, approvals or documents

Customer activity must connect to quotes, orders, projects or equipment

Existing CRM tools require extensive workarounds and duplicate capture

• What we can build

Organisation, contact, site and relationship records

Enquiry capture and lead assignment

Custom opportunity stages and qualification

Tasks, reminders and follow-up queues

Email and conversation history where appropriate

Products, services and requirement records

Quotation and approval workflows

Account, pipeline and conversion dashboards

Role, territory and team permissions

Integration with websites, accounting and operational systems

• Example workflow

A qualified website or portal enquiry creates the customer and opportunity.

The sales owner records requirements, stakeholders and next actions.

Technical or commercial review resolves important decisions.

The opportunity produces a controlled quotation or proposal.

A successful sale creates the relevant order, project or service record.

COMMON INDUSTRIES

Distribution, industrial equipment, manufacturing, engineering, contractors, professional services, training providers and recruitment agencies.

• Related capabilities

Capabilities this often works alongside.

Quotation and proposal systems Customer service systems Corporate websites Customer and business portals Dashboards and reporting

• Where this is commonly used

Industries that often need this capability.

Auto Parts Wholesalers Staffing Recruitment Agencies Consulting Professional Service Firms

• Questions

Answers to common questions.

A custom CRM is most useful when the sales process, relationships or system connections create meaningful requirements. Discovery includes evaluating whether configuration or integration with an established CRM would be more practical.

Yes. The data model can reflect organisations, branches, sites, departments, contacts and their roles.

Yes. Approved opportunity data can create or update orders, projects, jobs or customer accounts through a controlled workflow.

• Start the conversation

Give your sales process a system that reflects how decisions are really made.

Discuss your CRM

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