Configure your Custom CRM
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1. Standard features (included)
These ship with every Custom CRM build and are covered by the base price.
- ✓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
2. Custom features
Describe anything beyond the standard scope. Ideas: Industry-specific pipeline stages and required fields · Quotation generation directly from a deal · WhatsApp/SMS conversation logging
Final complexity is confirmed in your Build Agreement — never after payment.
3. Your business details
Your system is branded and personalized with these. Only the business name is required — everything else stays editable in your system's admin settings after delivery.
Team / key people (optional)
Roles and names change over time — your system ships with an admin page to update them any time.
System languages
Your system ships in English. Add up to 3 more at no extra charge — the whole UI is translated during the build.
✓ English — always included
0/3 additional languages selected
4. Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.