CRM development

CRM development that fits how your team actually sells

Leads arrive by form, phone, WhatsApp and email, and some of them are never followed up. We set up a CRM that captures every one and fits how your team actually sells, whether that means configuring the one you have or building your own.

Why this option

When it's the right call.

Most businesses do not lose leads because of bad marketing. They lose them between the enquiry and the follow-up: a WhatsApp message nobody replied to, a form submission sitting in someone's inbox, a quote that was never chased. A CRM fixes that only if every lead lands in it automatically and the team finds it easier to use than to avoid. That is the job. Sometimes it means configuring and connecting an existing CRM properly. Sometimes the process is specific enough that a custom one is cheaper over time. We tell you which.

  • Leads come in from several channels and some are never followed up
  • You pay for a CRM that your team works around rather than in
  • You cannot see your pipeline or forecast without asking everyone
Who it's for

A good fit if…

  • Businesses getting leads from ads, forms, calls and WhatsApp with no single place to track them
  • Sales teams on spreadsheets that have outgrown them
  • Companies paying for a CRM that nobody keeps up to date
  • Businesses with a sales process unusual enough that standard CRMs fit badly
Probably not, if

Maybe look elsewhere if…

  • You get a handful of enquiries a month. A shared inbox and a simple list will do
  • Nobody on the team will own the process. Software cannot replace that
  • You want it to replace accounting or operations too. That is custom software
What you get

What's included.

  • A review of your sales process from first enquiry to paid invoice
  • A recommendation: configure an existing CRM, or build a custom one, with the reasoning
  • Pipeline stages, fields and permissions that match how you actually sell
  • Automatic lead capture from your website forms, ads and, where supported, WhatsApp
  • Follow-up reminders, task automation and email templates
  • Data import from spreadsheets or your old CRM, cleaned and de-duplicated
  • Reports on pipeline value, conversion by source and response times
  • Team training and a short written guide
Under the hood

How we actually build it.

The detail that separates a page that ranks and converts from one that just exists.

Configure or build: an honest comparison

Established CRMs such as HubSpot, Zoho and Pipedrive are good, and for many businesses configuring one well is the right answer. You get a mature product and a mobile app for a monthly fee. The usual problem is not the tool but the setup: default fields nobody uses, no automation, and leads typed in by hand.

A custom CRM makes sense when per-user fees add up across a large team, when your process does not fit a standard pipeline, or when the CRM has to sit inside other systems you run. We compare the real three-year cost of both for your situation before you choose.

Every lead captured, without anyone typing it in

A CRM is only as good as the data in it, and data typed in by hand does not stay complete. We connect your website forms, ad platforms and booking tools so every enquiry creates a record automatically, tagged with where it came from. Where WhatsApp is a main channel, we connect it through the WhatsApp Business Platform where the CRM supports it.

Knowing the source of every lead also shows which marketing actually brings in customers, which is the number most businesses never have.

Built around how your team sells

Pipelines copied from a template rarely match reality. We map your actual stages, from first contact to quote to deposit to delivery, and build the CRM around them, with only the fields people genuinely fill in. Automated reminders make sure no quote goes unchased and no new enquiry waits more than a set time for a reply.

Adoption: the part most CRM projects skip

Most CRMs fail because the team quietly stops using them. We involve the people who will use it in the setup, keep data entry to a minimum and train everyone on the version they will actually work with. A few weeks after launch, we review usage and adjust whatever people are working around.

Switching over

Migrating from something else?

Spreadsheets and shared inboxes A CRM the team stopped using Leads scattered across WhatsApp and personal phones

Moving to a new CRM means moving your history: contacts, deals, notes and the context your team relies on. We export everything from the current system or spreadsheets, clean it, merge duplicates and run a test import you check before the real switch. Your team keeps working throughout, and the old system stays readable for reference until everyone is confident in the new one.

Avoid these

Common mistakes we don't make.

  • Buying a CRM and expecting the default setup to fit your process
  • Relying on staff to type leads in by hand
  • Dozens of fields nobody fills in, so the useful ones get ignored too
  • No record of where leads came from, so marketing spend cannot be judged
  • Importing years of duplicate, messy data without cleaning it
  • No training, and no one responsible for keeping it used
Pricing

What it costs.

Fixed and itemised. Remove anything you don't need, add anything you do.

Recommended

CRM setup

From $800

Your CRM configured and connected properly.

  • Sales process review
  • Pipeline and fields set up
  • Lead capture from forms and ads
  • Data import
  • Team training

Custom CRM

Custom quote

Built around a process standard tools do not fit.

  • Discovery and scope
  • Custom pipeline and roles
  • Integrations with your systems
  • Reporting dashboard
  • Full code ownership

CRM support

Custom quote

Keep it tidy, used and improving.

  • Monthly usage review
  • New automations
  • Data hygiene
  • Priority support

Add-ons

  • WhatsApp integrationQuoted
  • Extra integrationQuoted
  • Sales reporting dashboardQuoted
Straight talk

When we'd point you elsewhere.

We'd rather lose the sale than sell you the wrong thing.

  • If leads are not the problem but the operations after the sale are, look at custom software for the whole process.

    Custom software development

  • If you are not getting enough leads to manage in the first place, fix that first with local SEO and a strong Google Business Profile.

    Google Business Profile optimization

  • If the CRM will feed automated nurture emails, set those up alongside it.

    Email marketing

Questions

Before you get in touch.

Should I use HubSpot or Zoho, or build a custom CRM?

For most small and medium businesses, configuring an established CRM well is the right answer. A custom CRM makes sense when per-user fees add up across a large team, your process does not fit a standard pipeline, or the CRM must sit inside other systems you run. We compare both for your situation.

Can leads from WhatsApp go into the CRM?

Often, yes, through the WhatsApp Business Platform, depending on the CRM you choose. We check what your chosen CRM supports before you commit.

How much does CRM setup cost?

Setting up and connecting an existing CRM starts from $800. A custom-built CRM is quoted after a short discovery, because it depends on your process and integrations. The CRM's own subscription fees, if any, are paid by you directly.

Can you move our data from our current system?

Yes. We export, clean and de-duplicate your existing contacts and deals, and run a test import for you to check before switching over.

How do you make sure the team actually uses it?

We keep manual data entry to a minimum by capturing leads automatically, involve the team in the setup, train everyone, and review usage a few weeks after launch to fix whatever people are working around.

More general questions about working with us are answered on the FAQ page, or just ask us directly.

Thinking about CRM development?

Send us your site or your idea. We'll tell you honestly whether this is the right approach, what it would take, and roughly what it would cost. No pitch deck, no pressure.