Custom CRM and business software.

A CRM for every opportunity

When contacts are scattered across messages and spreadsheets, context is easily lost. A CRM brings together customers, companies, notes, proposals and next actions. We define a pipeline that reflects how you sell and what each owner needs to know to continue a conversation.

Modules you can combine

• Contacts, companies, opportunities and sales follow-up.
• Quotes, orders or projects with statuses and owners.
• Tasks, documents and notifications linked to your work.
• Sales, expenses and outstanding payments recorded with agreed criteria.
• Catalogue, purchasing or inventory when included in the project.
• Dashboards, exports and connections to other tools.

The right access for each person

An application can offer different functions to operational teams, managers and administrators. We agree on who records, reviews, approves and consults each piece of information. Permissions and information separation apply to data access as well as screens and buttons.

Data and operational visibility

Useful metrics require reliable data and shared definitions. We agree on what statuses mean, which operations are recorded and how corrections are handled. Financial dashboards present information using the project’s agreed criteria; accounting integrations and specific calculations are reviewed with the business owners.

Phased implementation

We can begin with customers and opportunities, tasks or a specific operational process. We define what data can be imported, how it will be validated and what training your team needs. Once the first scope is tested, further features, integrations or work areas can be assessed in a separate proposal.