Service

Custom CRM

For whom: For businesses that need one structured place for client information, inquiries, work stages and team tasks.

Problem: Client data, inquiry history and tasks are spread across messages, spreadsheets and separate tools.

What is included

• Process and field definition We document the agreed workflow, required fields and the information the team needs to see.
• Client cards Each client card can contain the contact details and business information defined for the project.
• Inquiry history Incoming requests and relevant communication history are kept in one structured record.
• Work stages The pipeline reflects the stages used by the team to move work from a new inquiry to an agreed outcome.
• Tasks and access Tasks, reminders, user roles and access are configured according to the approved scope.

Result: An individually developed CRM interface with client cards, inquiry history, work stages, tasks and access configured for the agreed process.

Timeline: Individual timeline

Fields, roles, integrations and data migration are agreed before development. External system access and fees are handled separately when required.