CRM development
One platform for customers, deals, and the workflows your team runs every day.
Overview
A CRM shaped around your pipeline
Generic CRMs force your process into someone else's fields. Teams end up keeping the real work in spreadsheets alongside it, and the reporting stops meaning anything.
A custom CRM starts from the way you actually sell and deliver — then automates the parts nobody should be doing by hand.
- Your pipeline stages, not a vendor's
- Email, calendar, and telephony integrated
- Role-based access for every team
- Reporting finance and sales both trust
- Data migrated from whatever you use today
What’s included
What a build usually covers
Contact and account model
Companies, people, and relationships mapped the way your business thinks about them.
Pipeline automation
Stage rules, reminders, and handoffs so deals stop stalling silently.
Communication history
Email and call logging attached to the record, searchable months later.
Reporting and forecasts
Dashboards built on your definitions of pipeline, revenue, and churn.
Integrations
Accounting, support, marketing, and the internal systems already in place.
Migration
Move history out of spreadsheets or a legacy CRM without losing the audit trail.
Process
How the engagement runs
-
01
Map the process
- Interview each team
- Document current stages
- Agree the data model
-
02
Build in slices
- Core records first
- Automation next
- Reporting last
-
03
Migrate and adopt
- Data import and checks
- Team training
- Iterate on real usage
Stack
Tools we reach for
- Ruby on Rails
- Hotwire
- PostgreSQL
- Sidekiq
- Elasticsearch
- Twilio
- Stripe
- Zapier
Let's talk about what you are building
Tell us where you are — an idea, a half-built product, or a system that needs a steadier hand. We will reply with a practical next step.
