Custom CRM & Business Automation
We build CRM and internal systems around your workflows: enquiries, customers, tasks, documents and reporting. We first review how your team works and where time or data is lost.
Discuss your projectWho this is for
For companies that need more than spreadsheets or an off-the-shelf CRM: custom workflows, access roles and integrations.
What we can include
- Workflow analysis and user roles
- Customer records, enquiries, statuses and tasks
- Access controls and activity history within the agreed scope
- Website, app and external system integrations
- Agreed data migration, training and phased rollout
How the project proceeds
- Discuss the business goal and current system.
- Agree on scope, milestones and acceptance criteria.
- Design, develop and test the solution.
- Launch, hand over access and agree on ongoing support.
Deliverables and terms
A working system with agreed modules and team instructions. Data sources, migration rules and access controls are defined before launch.
Explore our projectsCommon questions
Do we need to automate everything at once?
No. Start with one process and expand after assessing the results.
Can spreadsheet data be retained?
Migration is agreed after reviewing structure, data quality and matching rules.
Could we use an existing CRM instead?
Yes. We compare configuration and custom development by functionality, constraints and ownership costs.