CRM & Customer Management
Keep customers and follow-ups in one place.
Custom customer management software that brings leads, conversations and sales activity together. We build around your team’s workflow, with shared records and useful reporting.
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Capability areas
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Working steps
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Common questions
Built around your sales process
A customer system shaped around your sales process.
We map how leads arrive, how deals progress and who follows up. If existing tools leave important gaps, we can build a CRM around the records, tasks and reports your team needs.
When relationships get lost in the cracks
Your customers deserve better than scattered notes and missed follow-ups.
Leads and conversations live across tools
Spreadsheets, chats, email, and memory — no single place to see where every customer relationship stands.
Follow-ups fall through
Without reminders and a visible pipeline, warm leads and important customers quietly go cold.
Sales depends on individuals
When key people leave or go on leave, the context and history of their customers leave with them.
You can't see what's working
No reliable reporting on leads, deals, conversion, or activity — so decisions run on guesswork.
Capabilities
What we can build for you.
Sales Workflow
Lead capture, pipeline stages, assignments, and follow-ups that mirror the way your team really sells.
- Lead capture and import
- Pipeline and deal stages
- Task and follow-up automation
- Assignment and ownership
- Activity history
Customer Records
A complete, searchable view of every customer relationship, past and present.
- Contact and company profiles
- Interaction history
- Order and payment history
- Notes and documents
- Duplicate prevention
Reporting & Access
Management dashboards and role-based access so the right people see the right information.
- Sales and pipeline reports
- Team performance views
- Role-based access control
- Customisable dashboards
- Export and data tools
Connected & Extensible
A CRM that plugs into the rest of your stack and grows with the business.
- Communication integrations
- Import from spreadsheets
- API access
- Custom fields and modules
- Ongoing iteration
Working together
How we'll approach this project.
- 01
Discover
We map how leads enter today, how deals move, who does what, and where the process breaks down.
- 02
Design
We design the pipeline, records, permissions, and reports around your actual sales workflow.
- 03
Build
We build and populate the system, migrating your existing contacts and deals from wherever they live.
- 04
Adopt
We configure roles, train your team, and make it easier for people to use the CRM than to avoid it.
- 05
Improve
We tune the pipeline, reporting, and automations as your sales process and team evolve.
Technology
Built on the right foundation.
We choose technology to suit your product, integrations and maintenance needs. These are some of the tools available for this type of project.
- React
- Next.js
- TypeScript
- Node.js
- PostgreSQL
- MongoDB
- REST APIs
- Role-based Access
- Webhooks
- Tailwind CSS
Deliverables
Deliverables we can include.
- Custom CRM platform
- Lead and pipeline management
- Contact and customer records
- Follow-up tasks and reminders
- Sales reporting
- Role-based access
- Data migration
- Communication integrations
- Admin configuration
- Team training
- Support and iteration
FAQ
Questions worth asking before you commit.
Yes. We map and import your contacts, deals, and history from spreadsheets or other tools, and we clean the data as part of the migration where needed.
Timing depends on your sales workflows, reports, integrations and data migration. We agree on the scope and rollout schedule after reviewing these requirements.
Yes. We integrate communication platforms and third-party systems where sensible — via existing APIs, webhooks, or custom connectors we build.
We build the CRM around the workflow people already use, migrate real data so the system is useful on day one, and train the team. A CRM that matches the job is the one that gets used.
Yes. New fields, reports, modules or integrations can be planned as your process changes. We review each change and agree on its scope.
Related services
Explore what else we can build.
Let's build
Need a clearer view of your customers?
Tell us how you manage leads and follow-ups today. We’ll explore what a better system needs to do.