A CRM That Fits How You Sell, Not the Other Way Round
For businesses whose sales process, with dealers, approvals, site visits or quotations, does not fit Zoho, HubSpot or a spreadsheet.
We build custom CRMs around your stages, your data and your team, with WhatsApp, email and reports built in, and no per-user subscription that grows with every hire.
Free 30-minute call. No obligation.
What a custom CRM gives you
We run our own enquiries through a CRM we built: every website lead is scored, assigned, emailed and tracked through its stages.
Your process, built in
Your stages, fields, approvals and rules, whether that is dealer onboarding, site visits, quotation approvals or AMC renewals. Your team stops working around the software.
WhatsApp and email inside the CRM
Enquiries from your website and WhatsApp land in the CRM, and follow-ups, quotations and reminders go out from it, with every conversation kept on the customer's record.
Yours to own
No per-user monthly fees that grow with your team. The CRM runs on your hosting, the data is yours, and it can grow with new features as your business changes.
How we build it
-
01
Map your process
We follow a customer from enquiry to repeat order and note every step and person.
-
02
Design
We agree stages, screens, roles and reports before building.
-
03
Build & migrate
We build in stages and move your existing customers and history across.
-
04
Train & support
We train your team and keep improving the CRM after launch.
Ways to work with us
Every sales process is different, so these are starting points. We confirm the exact scope and a fixed price after the free scoping call.
Core CRM
For small teams moving off spreadsheets
Fixed quote after your free audit
- Leads, customers and deals
- Your pipeline stages
- Follow-up tasks and reminders
- Website form integration
- Data import from Excel
Sales CRM
For sales teams that need assignment, approvals and reporting
Fixed quote after your free audit
- Everything in Core CRM
- Lead scoring and automatic assignment
- Quotations with approval steps
- WhatsApp and email integration
- Reports by source, salesperson and stage
CRM + Mobile & Integrations
For field sales teams and businesses with other systems to connect
Fixed quote after your free audit
- Everything in Sales CRM
- Flutter mobile app for field sales
- Integration with billing, ERP or accounting
- Dealer or partner logins
- Ongoing support plan
Not sure you need a custom CRM? See CRM Automation, where we automate the CRM you already use instead.
A manufacturer that finally saw its dealer pipeline
A typical project for a manufacturer selling through a network of dealers and a small field sales team.
Before
- Dealer enquiries, orders and complaints were tracked in separate spreadsheets
- Field staff reported visits by phone at the end of the day
- Management could not see which dealers were growing and which were slipping
After
- Every dealer has one record with enquiries, orders, visits and complaints
- Field staff log visits and orders from a mobile app on the spot
- A monthly report ranks dealers by growth and flags the ones going quiet
This is an illustration of a typical project, not a named client. Real case studies will be added here as they are published.
Custom CRM questions, answered
Book a Free CRM Scoping Call
Walk us through how a customer goes from first enquiry to repeat order. We will tell you whether you need a custom CRM or whether an existing one would do.
- A map of your sales process and the people involved
- What an off-the-shelf CRM can and cannot do for you
- The features your first version really needs
- A written proposal with a fixed quote and timeline
Prefer to chat? Message us on WhatsApp
Tell us how your team sells
Tell us about your business goals and we'll recommend the right AI, software, or automation solution.