Custom CRM

Business OperationsLarge system

A made-to-fit customer relationship management system that tracks leads, deals, and customer interactions the way your sales process actually works. Ideal for businesses that have outgrown spreadsheets but find off-the-shelf CRMs bloated or misaligned.

Typically bought by: SMBs and agencies with a dedicated sales team, service businesses managing repeat clients, B2B companies with a multi-stage sales process

Standard features — always included

✓Contact and company management with custom fields
✓Lead capture and qualification pipeline
✓Visual deal pipeline with drag-and-drop stages
✓Activity timeline (calls, emails, meetings, notes)
✓Task and follow-up reminders
✓Email logging and templates
✓Sales reporting and conversion dashboards
✓Role-based access control (admin, manager, rep)
✓Import/export of contacts (CSV)
✓Global search and filtering
✓Audit log of record changes
✓Duplicate detection and merging

Popular custom additions

Quoted per feature in the configurator — typically $50–$300 each.

+Industry-specific pipeline stages and required fields
+Quotation generation directly from a deal
+WhatsApp/SMS conversation logging
+Lead scoring rules tuned to the business
+Territory or branch-based data partitioning
+Commission calculation per rep
+Customer portal for order/status visibility

Tech stack

Frontend: Next.js + Tailwind CSS
Backend: Next.js API routes / Node.js
Database: PostgreSQL (Neon)
Integrations: Email service (SendGrid/Resend), Google Calendar, SMS/WhatsApp gateway (Twilio/other), Accounting software (QuickBooks/Xero)