[01/06] > Service //04 · Pipeline & internal tools

A CRM shaped around your process.

A system shaped around the way your team already sells and serves: your pipeline stages, your fields, your rules. One shared customer record instead of five spreadsheets and a mailbox nobody else can read. Built as code you own, on your own hosting.

On request

Quoted per process

45 min

Free scoping call

Fixed

Price before work starts

100%

Of the code handed over

[02/06] > Included

Your process, not a vendor's.

An off-the-shelf CRM asks your team to work the way it was designed. This is the other way round: the stages, fields and rules come from how you already operate.

//01Your names

Your pipeline, your stages

Deals move through the stages your team actually names, with the fields you actually fill in, not a fixed funnel you translate into every week.

//02Single record

One customer record

Contacts, companies, deals, files and the message history in one place, so nobody has to ask a colleague to forward an email again.

//03Server-enforced

Roles and permissions

Who can see a price, who can change a stage, who can export the client list: decided by you and enforced on the server, not by trust.

//04Rules you set

Automation

Follow-up reminders, stage-change notifications, task assignment and recurring reports: the work that gets forgotten when the week is busy.

//05Monday questions

Reporting managers open

Pipeline value, conversion between stages, ageing deals and per-person load, on screens designed around the questions you ask on Monday.

//06What you use

Integrations

Mailbox, telephony, invoicing, your website's enquiry form, wired in so a lead lands in the pipeline without anyone retyping it.

[03/06] > Fit

Honest fit.
Before you pay.

Build a custom CRM if

  • //01Your pipeline lives in spreadsheets only one person understands.
  • //02You tried a ready-made CRM and the team quietly stopped using it.
  • //03Your process has a step no standard tool has a field for.
  • //04Per-seat subscriptions cost more than owning the software.
  • //05Your customer data has to stay on infrastructure you control.

Look elsewhere if

  • //01A standard CRM already fits your process. We will tell you if it does.
  • //02You need a public storefront, not an internal tool → Digital Retail
  • //03You are building a product to sell to others → The Platform
  • //04Nobody has written down how the current process works, even roughly.
  • //05You need it live next week. Bespoke work does not compress that far.
[04/06] > Compare

Where Custom CRM sits.

CapabilityFast Start€700Digital Retail€1,000The Platform€1,500Custom CRMOn request
Custom-coded front end
Deployment and domain wiring
Team logins and permission rolesOptional
Your sales pipeline and stages
One shared customer record
Process automation and remindersOptional
Management reportingOptionalOptional
Mail, telephony and invoicingOptionalOptional
Fixed price published up front€700€1,000€1,500Quoted per process
Included Optional, quoted separately — Not included
[05/06] > Process

Brief to launch.
The same four steps.

  1. //01 Day 1

    A short conversation about what the thing has to do and who it has to do it for. You leave with a written specification: pages, integrations, data model, and the exact list of what is not included.

    Scope call

    RequirementsWritten specFixed quote
  2. //02 Days 2–3

    Send a Figma file, a PDF, a competitor you like, or a sketch. We work from whatever exists. If nothing exists, we propose a structure and you approve it before anything is built.

    Design handoff

    FigmaAssetsContent
  3. //03 Days 4–12

    The build happens on a staging URL you can open at any time. Progress is visible daily rather than revealed in a single handover at the end.

    Engineering

    Staging URLDaily commitsReview rounds
  4. //04 Days 13–15

    We deploy to your hosting, point your domain, install analytics, hand over the repository and credentials, and walk you through editing anything you will need to edit yourself.

    Deployment and handover

    DNS and SSLRepo transferWalkthrough
[06/06] > Questions

About this package.

On requestexcl. VAT

Request a quote
//01 Why not just set up an existing CRM?

Often that is the right answer, and we say so on the scoping call rather than sell you a build you do not need. Custom work earns its price when your process has steps a standard tool cannot model, when per-seat fees have outgrown the cost of owning software, or when the data cannot leave your infrastructure.

//02 Who owns the code and the customer data?

You do, both. The source code is handed over on delivery and the system runs on hosting in your name. There is no per-seat licence, no platform fee and nothing to keep renting from us to stay operational.

//03 Can it import what we already have?

Yes: spreadsheets, exports from another CRM, or a database from an older internal tool. Migration is part of the scope and is quoted with it, including the cleanup that messy historical data usually needs.

//04 How long does a build take?

It depends on the number of stages, roles and integrations, so the honest answer comes with the quote rather than before it. The schedule is written into the quote, and larger builds are delivered in usable milestones.

//05 What about GDPR?

A CRM holds personal data, so it is built with that in mind: role-based access, an audit trail on sensitive changes, export and deletion for a subject's data, and hosting inside the EU if you want it. You remain the controller of the data.

Custom CRM

Bring us your process.

Describe how a lead becomes a paying customer today, spreadsheets and habits included. You get a written specification and a fixed quote back.

Reply within two working days. No sales call unless you ask for one.