A CRM that keeps the customer, the quote and the sale in one place
Stop searching your WhatsApp history for which quote went to which customer. Let's put your sales process into a single panel shaped around how you work.
Your own pipeline
Stages are defined by your process: new enquiry, meeting, quote, negotiation, sale. You are not made to fit a stock template.
Quote and approval flow
Quote lines, discount permissions, version history and manager approval above a threshold you set, all in one flow.
Conversations on record
WhatsApp, email and phone calls land on the customer record. When staff change, the history stays with you.
Who is it for?
We build it for companies with a sales team of two to fifty people, who work through quotes and manage customer relationships over the long term. Manufacturers, agencies, insurance and estate offices, technical service firms and wholesalers are the groups we work with most.
Where off-the-shelf CRMs stall is usually the same three things: fixed fields that do not match your process, the per-user fee you keep paying, and data you cannot get out. Custom development removes all three.
What can be built?
- Customer and company records, contacts, custom fields
- Lead capture, source tracking and automatic assignment to a rep
- Sales pipeline, win and loss reasons
- Quote building, PDF output, revision history
- Order and contract tracking
- Tasks, calendar, appointments and reminders
- WhatsApp, SMS and email integrations
- Bonus and commission calculation
- Management dashboard, revenue and conversion reports
- Customer portal and support requests
Permissions and security
Who sees what is defined from the start. A sales rep sees only their own customers, accounting cannot reach contact details, a manager can watch every branch. The permission matrix is tested by hand, role by role, before launch.
Data sits on your server or in an account opened in your name. You can take a full backup whenever you like and export it in any format you need.
What you get out of this work
- A system shaped around your process, with no per-user fee
- Quote and sales history gathered in one place
- Real-time revenue, conversion and performance figures for management
- Migration of your existing Excel and WhatsApp data into the system
Frequently asked
Can you migrate my existing Excel files?
Yes. We migrate customer, quote and order records out of Excel, CSV, Google Sheets and most legacy CRM/ERP databases. Duplicates are cleaned up and the matching rules are agreed with you.
How many users can it handle?
We do not charge a licence per user. The same architecture serves a team of five and an organisation of a hundred; as the scale grows, only the server resources are planned accordingly.
How long does delivery take?
Once the scope is settled through the brief, a typical CRM rollout goes live in about a month. The timeline shifts with the number of modules and the integrations needed.
Let's talk about your CRM Software project.
Fill in the brief and we will settle the scope, the timeline and the investment range together.