CRM development
Custom CRMs and Salesforce or Dynamics implementations — lead capture, pipelines, activity tracking, automation and reporting.
Every enquiry, conversation and follow-up in one place.
6 deliverables, a 4-stage approach and 6 related technologies.
Overview
A CRM is only useful if the team actually uses it. That means capturing leads automatically, making the next action obvious, and keeping data entry to the minimum the business really needs.
We build custom CRMs for specialised sales processes and configure platform CRMs where they fit, with lead capture from websites, ads, WhatsApp and email, deduplication and clear pipeline stages.
What we deliver
- Pipeline design with stage definitions
- Lead capture from web forms and channels
- Deduplication and assignment rules
- Activity, task and reminder tracking
- Source and conversion reporting
- Integration with email, telephony and billing
Use cases
Typical situations where this service is the right fit.
Admissions and enrolment
Track enquiries from first contact to enrolment.
B2B sales
Account-based pipelines with quotes and approvals.
Service businesses
Bookings, follow-ups and repeat-customer management.
How we work
The stages we follow. Each ends with something you can review.
- 01
Map the real sales or enquiry process
- 02
Automate capture before asking people to type
- 03
Define what a qualified lead means
- 04
Report on sources and conversion, not just volume
Things to consider
Questions worth answering before you commit budget.
- Consent and opt-out rules apply to marketing communications.
- Too many required fields reduce adoption.
- Pick an owner for data quality.
Technologies and engagement
Technologies we often use
We choose the stack with you; this is a starting point, not a requirement.
Ways to engage
- Fixed-scope project with milestones
- Dedicated team billed monthly
- Ongoing support and improvement retainer
Frequently asked questions
Solutions that use this service
Related services
ERP development
Custom ERP systems and implementations of platforms such as Odoo — modules for inventory, procurement, finance, HR and production.
Workflow automation
Automated workflows across apps and internal systems using n8n, Zapier, Make or custom code — with error handling and monitoring.
Third-party integrations
Integrations with messaging, email, maps, accounting, calendars, analytics and other SaaS platforms using official APIs.
Ready to talk about crm development?
Share a few details and we will reply with questions, options and an honest view of effort.