Client database
A single database of clients and companies with contacts, responsible employees, interaction history, documents, and related deals.
CRM systems
CRM development for business
We develop CRM systems around a company’s real processes — sales, client work, tasks, statuses, documents, analytics, and integrations. The system is designed around the business structure, employee roles, and the required operating logic.
Custom CRM development
Off-the-shelf CRM products are not a fit for every business. If company processes need their own logic, non-standard roles, special sales scenarios, or deep integrations, a CRM can be built individually around a specific working model.
In design we account for the sales department structure, stages of work with the client, employee tasks, inquiry sources, documents, notifications, reports, and how the CRM interacts with the company’s other systems.
Functions a CRM system can include
Sales pipeline
Configurable deal stages, statuses, responsible employees, tasks, loss reasons, and control of the client’s movement through the sales process.
Tasks and processes
Automatic and manual task creation, deadlines, responsible employees, notifications, and scenarios for moving between stages of work.
Documents and data
Storage of related documents, files, invoices, comments, custom fields, and other information inside a client or deal card.
Analytics
Reports on sales, employees, client sources, conversion, pipeline stages, and other metrics that matter for running the business.
Integrations
Connecting the CRM with the website, telephony, email, messengers, ERP, payment systems, analytics, and external APIs.
Client and sales management
A CRM brings together data on clients, deals, and employee actions in one system. A manager gets a clear picture of sales, and employees see current tasks, the history of work with the client, and the next required step.
The structure of cards, stages, and roles is designed around a specific company’s processes, so the CRM does not force the business to reshape itself around the limits of an off-the-shelf product.
Business process automation in CRM
A CRM can automatically create tasks, assign owners, change statuses, send notifications, run checks, generate documents, and perform other actions when a defined event occurs.
Automation reduces the number of manual operations and helps standardize client-work processes across employees and departments.
If the process goes beyond CRM: business process automation.
For leads and support through dialogue: chatbot development.
Roles and access rights
Different employees can have their own access levels. A manager sees their deals, a head of department sees the team’s data, and an administrator gets access to system settings. Where needed, rights can be limited by department, data, functions, and individual actions.
CRM integration with other systems
A CRM can exchange data with the website, client portals, ERP, warehouse systems, payment services, telephony, email, messengers, analytics, and external APIs.
Integrations are designed as part of the CRM architecture: data sources, sync directions, events, update rules, access rights, and error handling are defined up front.
Connecting the website and client portals is often part of web application development.
A dedicated service: CRM integration.
Analytics and reports in CRM
A CRM can collect metrics on sales, employees, deals, inquiry sources, time spent in stages, and other business measures. The set of reports is defined by managers’ tasks and the structure of the sales process.
For complex projects we can implement separate dashboards, filters, data export, and integration with external analytics systems.
Architecture of a custom CRM system
CRM architecture is designed around the number of users, data volume, integrations, security requirements, and plans for further evolution of the system.
Functionality is split into modules, and the data model, API, and technical component boundaries are defined. This makes it possible to add new processes, departments, and integrations gradually without fully rebuilding the system.
A CRM system is one of the directions of our software development.
Architecture layer
A.01Clients
A.02Deals
A.03Tasks
A.04Access rights
A.05API
A.06Integrations
CRM development stages
01
Process analysis
We study the company structure, the sales department, client work, current tools, employee roles, data, and problem areas in the process.
02
CRM design
We define system entities, cards, statuses, pipelines, roles, access rights, automatic scenarios, and required integrations.
03
UI/UX
We design interfaces for managers, heads of department, and administrators around real daily work scenarios.
04
Development
We implement frontend, backend, business logic, data handling, automation, and CRM integrations.
05
Testing and launch
We verify roles, access rights, deals, automatic scenarios, data, and integrations, then prepare the system for launch.
06
System evolution
After launch new modules, processes, reports, integrations, and automation can be added as the business grows.
CRM development cost
The cost of CRM development depends on the number of user roles, the complexity of the sales process, the number of functional modules, automatic scenarios, reports, and external integrations.
After analyzing the processes we define the scope of the first CRM version and can prepare a staged project estimate. This makes it possible to implement key functions first and then evolve the system gradually.
A CRM around your company’s processes
A custom CRM makes sense when standard capabilities of off-the-shelf products are not enough, or deep integration with internal systems is required. In that case functionality is built around the company’s real processes, not the other way around.
Work can start with a first working version covering the core sales processes and client database, then new modules and automation can be added gradually.
Frequently asked questions about CRM development
The cost depends on functionality, the number of user roles, process complexity, automation, and integrations. After analyzing the task we define the scope of the first version and prepare a staged estimate.
Yes. The CRM structure, user roles, cards, pipelines, automatic scenarios, and integrations are designed around the real processes of a specific business.
Yes. A CRM can be integrated with the website, client portals, ERP, telephony, email, messengers, payment services, analytics, and external APIs.
Yes, if the data is available for export or via API. Before migration it is necessary to define the source data structure, field-mapping rules, and check the quality of the information.
Yes. Architecture can be designed from the start so that after launch you can add new modules, processes, reports, roles, automation, and integrations.
Yes. A CRM can be built specifically for sales work: leads, deals, pipelines, tasks, manager activity, client sources, reports, and control of key metrics.
Let’s discuss a CRM for your business
Tell us how client and sales work is organized today, which tools are used, and which processes need to be automated. We will help define the CRM structure, the scope of the first version, and the required integrations.