Custom CRM Platform
Generic CRMs (Zoho, HubSpot) take 3 months to configure to your workflow and your team still uses Excel alongside because the CRM does not match how you actually sell.
CAPABILITIES // WHAT GETS BUILT
What this system delivers for your team
Custom pipeline stages matching your exact sales process — no generic stages forced on your team
Lead capture from website, phone call log, email, and manual entry with source attribution
Full contact and account history with every call note, email, and meeting visible on one screen
Follow-up reminders with configurable recurrence — salesperson is nudged before a hot lead goes cold
WhatsApp integration for one-click messaging from within the CRM with conversation history linked to contact
Sales forecasting report with pipeline value by stage and expected closure date per deal
Every build is scoped to your organisation's workflow — features and modules may vary.
PROCESS // HOW I WORK
From scoping call to live system
Scoping Call
A 30–60 min free call to understand your workflow, team structure, and exact requirements. No commitment — just alignment.
Custom Build
I build the system to your specifications with weekly updates. All work is tracked — you see progress before final delivery.
Delivery & Handoff
Deployed to your infrastructure, your team trained, documentation handed over. Optional AMC for ongoing support.
FIT // WHO THIS IS FOR
Who this system is for
Sales Head / CEO / Commercial Director
B2B or B2C business with a sales team of 5 to 50 representatives managing a pipeline of 100 or more active leads per month where the current system is either a generic off-the-shelf CRM that the team has stopped using or an Excel sheet that the sales manager updates manually
The team was given Zoho CRM 18 months ago — after 3 months of inconsistent adoption the reps went back to their personal Excel sheets because the CRM felt like extra work with no benefit
- —The team was given Zoho CRM 18 months ago — after 3 months of inconsistent adoption the reps went back to their personal Excel sheets because the CRM felt like extra work with no benefit
- —The sales manager's weekly pipeline report is compiled manually from each rep's file and takes half a day — by the time it is ready the numbers are already a week old
- —When a key account manager leaves, the company loses all context on their accounts — call notes, customer preferences, and deal history exist only in the rep's personal notebook
BEFORE
Sales team was given a generic CRM that nobody uses consistently. Reps manage their leads in personal Excel sheets or phone contacts. Pipeline visibility requires a weekly email from each rep. Customer history is in the rep's head. When a rep leaves the company, the customer relationship leaves with them.
WITH THIS SYSTEM
Every rep logs calls and updates deal stages in a CRM that matches their language and workflow. The manager sees the live pipeline funnel, conversion rates by stage, and rep performance without asking anyone. Customer history is a company asset. When a rep is replaced, the new hire picks up the relationship with full context from day one.
KEY OUTCOME
CRM adoption rate vs previous generic tool: 85%+ within 60 days because the workflow matches. Sales forecast accuracy: improved 30–40% with consistent pipeline data.
BUILD // WHAT I DELIVER
What gets built for you
PROCESS // HOW IT WORKS
Every build starts with a scoping call. I understand your workflow, adapt the system to your team, and deliver a detailed price estimate before any work begins.
Ready to scope Custom CRM Platform?
Book a free scoping call. I'll map your workflow, align the build to your team, and provide a detailed price estimate based on your requirements.
WORKS WELL WITH
These systems are commonly scoped together or phased into a connected build. Let me know during the scoping call if you're considering a multi-system setup — I'll structure the engagement accordingly.