Core tracking
Straightforward customer tracking for a small team.
- Customer and contact records
- Basic sales stages
- Notes and reminders
- One user account
Business Systems
Custom CRM System
A custom CRM system organizes customer records, opportunities, conversations, and follow-up tasks around your documented sales stages.
- Delivery5-25 days
- RevisionsPackage dependent
- PricingQuoted by scope
What this service covers
A CRM gives authorized team members a shared view of prospects, customers, open opportunities, quotes, and next actions. Before recommending a custom build, I compare the required workflow and integrations with established CRM products, because configuration may be more economical than bespoke development.
The project begins by mapping lead capture, qualification, proposal, negotiation, and closure. Customer records, interaction history, tasks, pipeline stages, and reports are then built to the approved scope. Email, forms, and the official WhatsApp Business Platform can be connected when the client has the required account, consent, and provider access.
A CRM improves visibility but cannot guarantee team adoption or sales results. The client defines lawful processing, privacy notices, retention periods, marketing consent, and staff access under applicable privacy rules. Messaging, email, and hosting fees remain subject to their providers.
What's included
- CRM configured around your sales workflow
- Customer records and interaction history
- Sales pipeline, tasks, and reminders
- Role-based access for team members
Tools and platforms
How the project works
- 01
Scope
We define the objective, deliverables, dependencies, and success criteria before production starts.
- 02
Build
You review working previews, so decisions are made against tangible output.
- 03
Refine
The agreed revision rounds are used to complete details within scope.
- 04
Handover
I deliver the agreed files, access, and practical usage notes in an organized package.
Business Systems · Delivery
Choose the right level of scope
Final pricing is provided after scope, deliverables, and integrations are confirmed.
Sales pipeline
A multi-user CRM with pipeline and reporting.
- Visual sales pipeline
- Interaction history and notes
- Multiple users and roles
- Sales reports
- Form and email integration
Integrated CRM
A scoped CRM with automations and external services.
- Approved sales automations
- Official WhatsApp API or other integrations
- Task and reminder workflows
- Detailed reporting dashboard
- Team activity metrics
- 3 in-scope revision rounds
Frequently asked questions
Why choose a custom CRM instead of an established platform?
A custom CRM can match unusual sales stages and data structures. An established CRM may offer faster setup, more integrations, and lower maintenance risk. I compare both options against your team, budget, and ownership needs.
Can you connect email and WhatsApp to the CRM?
I can connect supported email services and the official WhatsApp Business Platform when accounts, permissions, consent, and API access are available. Delivery, quotas, and uptime remain provider-dependent.
Will every employee see the same customer data?
Not necessarily. Role-based permissions can limit which records and actions are available to sales representatives, managers, and administrators.
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Get a quote for Custom CRM System.
Share a short brief and I’ll help define the scope, dependencies, and a realistic delivery window.
Tell me about the project