CRM & Business Systems

Custom CRM development and internal business systems.

Off-the-shelf CRM fits until your process does not match the template, and then the team quietly moves back to spreadsheets. We build custom CRM systems and internal business tools around the process you actually run, integrated with the stack you already pay for.

When teams call us

  • The CRM exists but the real pipeline lives in someone's spreadsheet.
  • Every report is assembled by hand because no two systems agree on the numbers.
  • We outgrew the template and customising it costs more than it saves.

What the work covers

  1. Custom CRM and pipeline design

    Stages, fields and permissions modelled on how deals actually move through your business — including the exceptions people currently handle in DMs.

  2. Integrations with your existing stack

    Email, calendar, billing, ERP, telephony and analytics connected so data enters once. Built to survive vendor API changes rather than break on the next release.

  3. Roles, permissions and audit trails

    Who can see what, who changed what, and when. Required the moment more than a handful of people touch the same records.

  4. Reporting and dashboards

    Numbers assembled once, from one source, so leadership and sales stop reconciling two versions of the same figure in a meeting.

  5. Migration from spreadsheets or legacy tools

    Data mapping, cleanup, a dry run and a cutover plan with rollback. Migration is where these projects usually go wrong, so it is planned first, not last.

What you get

  • A CRM shaped around your process, not a template
  • Integrations that keep one source of truth
  • Role-based access with a full audit trail
  • Reporting your leadership team can rely on
  • A migration executed with a tested rollback plan

Related work

Questions we hear

FAQ

Outgrown your current CRM?

Start the conversation

Usually you should buy. Building makes sense when your process is genuinely unusual, when licence costs scale badly with headcount, or when the integrations you need do not exist. We will tell you which situation you are in.

Often that is the cheaper answer — a custom layer over the system you already have, keeping the parts that work. Replacement is a last resort, not an opening position.

Mapping and cleanup first, then a full dry run against a copy, then a cutover window with a tested rollback. Nothing moves until the dry run reconciles.