01
Sales pipeline and contacts
Leads, accounts, contacts, deals and activities with the stages the client actually uses. Kanban and list views, assignment rules, reminders and follow-up queues.
Services · CRM development
A CRM shaped to the business — not the business shaped to a CRM.
Off-the-shelf CRMs charge per seat, fight the client’s actual process and export their data grudgingly. When a client has outgrown HubSpot’s free tier or never fitted Salesforce, we build the system they describe — and hand it to your agency to sell, brand and support.
What we build
Pipelines, people, permissions and reporting
A CRM is a data model with opinions. We start by drawing the client’s real process on one page — leads, stages, owners, handoffs, what counts as done — and build only what that needs. Fewer screens, faster staff, and a system the client understands because it is a picture of how they already work.
02
Role-based access
Owners see everything; reps see their own; managers see their team. Field-level permissions where a number is sensitive. Audit trail on every change.
03
Reporting and dashboards
The four numbers the owner checks every morning on one screen, plus exportable reports for the accountant. Not fifty charts nobody opens.
04
Integrations
Website forms, email and calendar, WhatsApp and SMS, accounting, payment gateways, marketing tools. Two-way where it matters, webhooks everywhere.
Since ’99
Why it holds up
Built by people who operate platforms, not just ship them
We have run our own CRM, directory and marketplace platforms for years, with real users generating real support tickets. That experience shows up in the small decisions — sensible defaults, undo where staff make mistakes, imports that survive messy spreadsheets — that decide whether a CRM gets adopted or quietly abandoned.
- Under your brand — staging on your domain, your repositories, your credentials, no credits anywhere.
- Written scope and date — assumptions, exclusions and a delivery date before anyone writes code.
- Full handover — source, documentation and a walkthrough, then a support window.
- US-hours overlap — daily standup in your timezone and a written handover overnight.
Questions agencies ask
Answered plainly
- Why not just use HubSpot or Zoho? — Often you should, and we will say so. A custom build makes sense when seat pricing has become the biggest line item, when the process genuinely does not fit, when data must stay on the client’s own servers, or when the CRM is the product the client sells.
- Can it import from the client’s existing system? — Yes. We map and migrate from spreadsheets, HubSpot, Zoho, Pipedrive, Salesforce exports and legacy databases, with a dry run the client checks before cut-over.
- Who owns the code? — Your agency, or your client — you decide. Full source in your repository, deployment documentation, no licence fees back to us.
Related services
Send the brief. Get a scope and a date.
A written scope, a fixed date and a named lead developer — usually within two working days.