Custom CRM for small and medium businesses

A custom CRM is a customer system built around your sales process: every contact, request, quote and conversation in one place, with automatic follow-ups. It uses your own steps and words, so the team actually uses it instead of going back to spreadsheets.

Not always. HubSpot and Pipedrive are great when your sales process is standard. A custom CRM pays off when you need your own steps, quotes or job tracking, or when per-user fees add up. We often connect to HubSpot instead of replacing it.

A custom CRM has a fixed price agreed before we start, set after the free audit, depending on your pipeline, your users and the tools to connect. There are no per-user fees to us, and you know the full price before you decide.

A first version of a custom CRM usually goes live in three to eight weeks. We start with contacts, requests and the sales pipeline, then add quotes, reminders and reports, so your team uses it from the first weeks.

Yes. Requests from WhatsApp, Gmail or Outlook, website forms, Meta Ads and Google Ads land in the CRM on their own, with the source recorded. Nobody types them in, and nothing gets lost in a personal inbox.

Yes. The CRM reminds your team when to call back, or sends the follow-up email or WhatsApp message itself when a quote gets no answer. You decide the rules, and every message is recorded on the customer's history.

Yes. When a quote is accepted, the CRM can create the invoice in Moloni or InvoiceXpress and show paid and unpaid invoices on the customer's record. It also connects to Excel, Google Calendar and your email.

Switch when follow-ups get forgotten, several people edit the same spreadsheet, or you cannot see which customers bring the most money. A spreadsheet stores lists; a CRM reminds you, records every conversation and shows your sales pipeline at a glance.

Yes, when it is built properly, and you own all of it. Contacts and history stay in accounts in your name, each person sees only what they need, and customers can be exported or deleted on request. There is no lock-in.

After launch we include support and adjust the CRM as your sales process changes. To start, book a free 30-minute call: we map how requests come in today and propose a first version with a fixed price.