Enterprise Solutions
CRM & Customer Management
Custom CRM development to manage customers, leads and service the way your team actually sells and serves - not the other way around.
Challenges
Problems We Solve
A CRM is only useful if the team actually uses it. Generic CRMs often fail because they impose a sales process the business does not follow, or leave service requests and customer history stored somewhere else. We build custom CRM and customer management systems around your pipeline, your service flow, and the systems that already hold customer data.
- Leads and follow-ups live in personal chats and notebooks.
- Management cannot see the sales pipeline or forecast.
- Customer complaints and requests are hard to track through to resolution.
- Customer data is scattered across sales, service and finance systems.
What's Included
- 01
Lead management
Capture, assign and follow up leads from web forms, WhatsApp and campaigns.
- 02
Sales pipeline
Stages, activities and forecasts that match your sales process.
- 03
Customer data
One customer history covering orders, contracts and service.
- 04
Customer service
Requests and complaints with assignment, SLAs and resolution tracking.
- 05
Customer portal
Self-service access for customers to submit and track requests.
- 06
Integrations
Connected to the ordering, billing and messaging systems already in use.
Our Approach
How We Deliver It
Building digital systems that help businesses manage complex processes, operations, assets, data and resources.
- Mapping the pipeline and service flow as the team runs them day to day.
- Minimising data entry - pulling from forms and integrations wherever possible.
- Starting with the pipeline or the service flow, whichever is causing the most trouble.
- Giving managers dashboards from day one so the team has a reason to use it.
Technology
The stack is chosen for the product, its scale and how it is deployed - not the other way round.
- React
- Next.js
- Node.js
- Go
- REST API
- Webhooks
- PostgreSQL
Related Products
Platforms we have built in this area.
Related Projects
Examples of work we have delivered.
FAQ
What people often ask about this service.
Why build our own CRM instead of subscribing to one?
If a subscription CRM already fits your process, use it. A custom CRM makes sense when your sales or service flow is specific, when customer data needs to live alongside your other systems, or when per-user costs no longer make sense.
Can the CRM capture leads from our website and WhatsApp?
Yes. Website forms and other channels can create leads automatically, so the team does not have to copy them over by hand.
Can customers track their own requests?
Yes, through a customer portal or app - the same pattern used for tenant service requests in BuildingVision.
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