Services

CRM Software

A CRM your sales team will actually update

Generic CRMs get abandoned because logging work costs more than it returns. We build around your real pipeline, automate the data entry, and keep the interface to the fields that matter.

Pipeline stages that match how you sell
Lead capture from web, calls and WhatsApp
Follow-up reminders and activity history
Quotation and proposal generation
Forecasting and team performance reports

What this engagement covers

Scoped to your situation — we start with what you already have rather than a fixed package.

Lead management

Capture from forms, calls, ads and WhatsApp with automatic assignment rules.

Pipeline & activities

Custom stages, follow-up reminders and a full history of every touch on a deal.

Quotations

Branded quotes and proposals generated from your price list, versioned and tracked.

Reporting

Conversion by stage, source and rep, plus forecasting based on weighted pipeline.

Small first, then scale what works

Six stages, with a decision point after the pilot. Nothing grows until it has shown value.

01
Workflow Audit
Understand the current manual process, systems, users, inputs and outputs.
02
Architecture
Choose the smallest practical automation architecture.
03
Pilot
Build one usable workflow.
04
Integration
Connect APIs, browser workflows, internal tools, databases, AI models or third-party systems.
05
Validation
Test reliability, edge cases, user approval and expected output.
06
Scale
Expand only after the pilot demonstrates value.

What you get

CRM web app with role-based access
Lead capture and assignment automation
Quotation templates and email integration
Data import from your current CRM or sheets

Tools we reach for

Chosen per project, not per habit. If your team already runs something that works, we build on it.

TypeScript
Node.js
PostgreSQL
React
Redis
AWS

FAQ

CRM Software — common questions

If they fit, use them. Custom makes sense when licence costs scale badly, your process does not fit their model, or you need deep integration with systems you already run.