01
Lead intake & assignment
Define lead sources, required fields, duplicate checks and assignment rules so the sales record has a clear starting point.
Custom CRM Development
Custom CRM development for your sales workflow
Bring lead intake, ownership, pipeline stages and follow-up into one considered sales-system brief. Start with how your team sells, not a long feature list.
THE BUSINESS PROBLEM
Make the sales process visible before choosing features
When leads sit in different places, ownership and the next action can become unclear. Map how an enquiry moves through the team before deciding whether a tailored CRM is the right investment.
- Who owns each lead?
- What changes its stage?
- What happens after the next conversation?
- 01
Lead intake
- 02
Assigned owner
- 03
Sales stage
- 04
Next activity
WHAT WE CAN PLAN
A sales workspace shaped around your team
These are requirements to assess together, not a packaged product or a promise that every feature belongs in your first release.
02
Pipeline & activities
Map sales stages, handoffs, reminders and follow-up activities to the way your team works.
03
Customer records & permissions
Decide which records each role can view or change, and how contacts, companies and activities relate.
04
Reporting & data preparation
Specify the questions reports should answer, then assess the quality and ownership of any records to migrate.
A PROPOSED PROJECT APPROACH
Map the pipeline, then plan the rollout
- 01
Understand the sales journey
Identify users, lead sources, stages and the point where responsibility changes.
- 02
Shape records & permissions
Review fields, role boundaries, activities and the reports people need.
- 03
Prepare data & review a scope
Assess existing records, migration rules and the first useful release.
- 04
Validate & plan adoption
Agree representative checks, user review, training and rollout responsibilities.
SCOPE & RESPONSIBILITIES
What shapes a CRM quotation?
The sales workflow, data and responsibilities matter more than a single feature count. Prepare these points for a useful conversation.
- Users & roles
- Team structure, record ownership and permission boundaries.
- Pipeline rules
- Stages, required fields, activities and handoff conditions.
- Existing records
- Sources, quality, duplicates and migration review.
- Connections
- Systems involved, available access and data direction.
- Reporting
- Questions, definitions and the data behind each report.
- Adoption & care
- User review, training, support and change responsibilities to agree.
Define migration checks and user acceptance before rollout. Ongoing support, access and change requests need their own agreed responsibilities.
Discuss the scopeCONTEXT FOR YOUR PROJECT
Read before you define the brief
BUYER QUESTIONS
Before we discuss the project
When does a custom CRM make sense?
Consider it when the sales process, data relationships or role requirements do not fit a suitable ready-made product. Compare adoption and operating responsibilities before choosing a custom build.
Can the brief use our existing pipeline stages?
Yes, describe the stages, entry and exit conditions and responsible people in the brief. The design still needs to be reviewed with the users who will maintain the records.
How should we prepare customer records for migration?
Identify where records are stored, who owns them and the fields and duplicates that need review. Agree mapping, test samples and acceptance before planning a migration.
What if we already have a CRM?
First identify the actual gap. Data exchange may belong to Integration, while repeated actions may belong to Automation. A new CRM is not automatically necessary.
What affects the scope of the first release?
Users, permissions, pipeline rules, migration, reports and dependencies all affect scope. A smaller release can be considered if its boundaries and review criteria are clear.
LET’S DEFINE THE NEXT STEP
Bring your sales workflow to the conversation
Tell us how enquiries arrive, who follows up and where the process becomes difficult. Use the existing project brief to describe the requirement.