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Custom CRM development

A custom CRM is a customer management system designed for your specific sales process, not an average customer’s. We connect it to your ERP, email and WhatsApp so sales, operations and invoicing work from the same data.

What’s included

01

Pipeline your way

Stages, fields and rules that reflect how you really sell.

02

Full integration

Email, calendar, WhatsApp, ERP and invoicing in sync.

03

Sales automation

Reminders, lead assignment, proposals and follow-ups, automated.

04

Dashboards

The metrics your leadership needs, in real time.

Use cases

  • ●Opportunity tracking with proposals and invoicing connected
  • ●Customer management with a unified history of emails, calls and orders
  • ●Internal portal for sales and after-sales teams

Frequently asked questions

Why a custom CRM instead of an off-the-shelf one?+

Off-the-shelf CRMs impose their workflow and charge per user. A custom one fits your process, integrates with your systems and its cost doesn’t grow with every new hire.

Can you migrate data from my current CRM?+

Yes. We import and clean data from your current CRM, spreadsheets or ERP as part of the project.

How long until it’s live?+

A first useful version is usually in use within a few weeks and evolves from real usage.

Other services

Shall we look at your real case?

Tell us your situation and we’ll honestly tell you whether we can help, and how.

or write to us at francisco@neoredsolutions.com