Process-specific CRM
Customer relationships, sales stages and collaboration history. The scope follows your team’s work rather than a standard feature checklist.
Services / 01
Software built around the way your business works.
When spreadsheets, email and off-the-shelf tools stop being enough, adding another app may not solve the problem. We help turn a business process into a coherent system with clear rules, access to data and room to grow.
Go to contact01 / When it makes sense
Custom software makes sense when an important process is difficult to support with existing tools. Before proposing a new system, we explore what can be improved in your current setup.
Customer relationships, sales stages and collaboration history. The scope follows your team’s work rather than a standard feature checklist.
Cases, tasks, orders and approvals in one place. Views and roles designed for the people who actually use the system.
Partner and customer portals with access to documents, requests, orders and information associated with their organisation.
An example in practice
Imagine a service company where orders arrive by email, deadlines live in a spreadsheet and progress has to be chased.
The starting point
Answering a customer means piecing together information from several places. When a deadline or owner changes, it is easy to lose track of the current situation.
A possible solution
A shared register brings together the order, ownership and change history. Each person sees what they need for their part of the work.
Description, customer and agreed deadline.
An assigned person and the next action.
The current stage and a history of decisions.
An illustrative scenario showing a possible scope, not a project delivered for a particular client.
We identify users, data sources, exceptions and the points where work currently stalls.
We choose one complete workflow, agree on permissions and acceptance criteria, and plan data migration.
We validate the system with users, document the solution and agree on the next priorities.
An agreed scope, working software for the selected process and documentation to support its use and development. Code handover, deployment and ongoing support arrangements are agreed before work starts.
04 / FAQ
No. If an existing tool supports the key process, configuring or integrating it may be the better choice. We consider custom development where fit and control over future development justify the investment.
Yes. The first phase can cover one specific workflow, provided it is useful from the start and has clear boundaries.
That depends on access, data quality and export formats. We review sample data and plan how to verify the migration before estimating the work.
The number of processes and roles, integrations, data migration, and availability and security requirements. We agree on scope and estimation after a conversation rather than quoting a universal price.
05 / Next step
Tell us how you work today, what is getting in the way or what you want to build. Together, we will identify a useful starting point.