Custom CRM to sell with process, reliable data and connected operations
A CRM built around how your team actually sells, with the data it needs and connected to the rest of your systems.
What is a custom CRM?
A custom CRM is a client and opportunity management system built for your specific sales process, not the generic process any standard platform assumes. It integrates with your ERP, billing and existing tools, and adapts to how your sales team actually works.
Construimos el CRM sobre cómo vende tu equipo — no al revés.
Typical features
Every CRM is different. These are the most common features in the projects we build.
Pipeline management
Visualise and manage opportunities by sales stage. Configurable by deal type, channel or team.
- Kanban or list view of opportunities by stage.
- Filters by salesperson, zone, product or status.
- Automatic alerts on opportunities with no recent activity.
- Close forecast based on probability and deadlines.
Contact and company management
Centralised database with the full history of every customer and contact, duplicate-free and connected to the ERP.
- Automatic deduplication and data normalisation.
- Full history: interactions, orders, invoices, documents.
- Segmentation by commercial and operational criteria.
- Two-way sync with the ERP.
Activities and follow-ups
Track all commercial interactions: calls, meetings, emails and pending tasks, all linked to opportunities.
- Sales calendar integrated with the pipeline.
- Automatic reminders for pending follow-ups.
- Call and meeting logs linked to opportunities.
- Calendar integration (Google, Outlook).
Reports and sales dashboard
Commercial performance visibility without relying on Excel: pipeline, conversion, close time and KPIs by team.
- Real-time pipeline status dashboard.
- Conversion rates by stage and by salesperson.
- Average close time and sales cycle length.
- Exportable reports for management.
Quotes and proposals
Full commercial proposal lifecycle managed from the CRM, with traceability from opportunity to invoice.
- Quote generation with products and prices from the ERP.
- Version control and status tracking for each proposal.
- Digital signature or online acceptance.
- Automatic conversion of accepted quotes to ERP orders.
What the project includes
Sales process discovery
We map the real sales stages, roles involved and data the team needs at each phase. Without this step, any CRM is just a generic template.
Data model: contacts, companies, opportunities
We design the data structure to reflect your real process, not the generic model of any standard CRM.
Pipeline management
Opportunity board with custom stages, probabilities, deadline management and automatic alerts on stale opportunities.
Complete customer profile
Interaction history, documents, orders, invoices and associated contacts in a single view. No searching across four different systems.
Activities and follow-ups
Tasks, calls, meetings and reminders linked to each opportunity and client. The team knows what to do and when.
Quotes and proposals management
Generate and track commercial proposals directly from the CRM, with version control and status tracking for each one.
Permissions and sales roles
Visibility control by zone, team or channel: each salesperson sees exactly what they need — no more, no less.
Integrations with existing systems
ERP, billing, email and calendar connected from the design phase, not bolted on at the end. No double data entry.
Sales dashboard and KPIs
Pipeline by stage, conversion, average close time and performance by salesperson. Real visibility without manual reports.
Notifications and alerts
Automatic alerts for pending follow-ups, inactive opportunities or relevant changes. The team doesn't depend on memory.
QA + go-live
Validation with the actual sales team before going live. We test full flows, integrations and edge cases.
How we work
Discovery
We map the real sales process, roles, data needed at each stage and existing systems. Without this step, any CRM is just a generic template.
Design
We define the data model, pipeline stages, permissions and required integrations. No ambiguities before building.
Development
We build the CRM in modules with real deliverables from the start. The sales team can validate flows before everything is finished.
QA + Validation
We test with the team that will actually use it: complete sales flows, integrations with real data and edge cases. No surprises in production.
Go-live + Follow-up
We activate in production in a controlled way and monitor the first few days to catch unexpected behaviour and respond quickly.
Common integrations
An isolated CRM doesn't work. The highest-impact integrations are those that connect sales with operations.
Systems we commonly connect
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ERP ↔ CRM
Customers, prices, stock and orders synced. The sales team consults real data without relying on manual ERP exports.
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CRM ↔ Billing
A closed opportunity automatically generates the order and invoice. No double entry between the sales team and admin.
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CRM ↔ Email and calendar
Emails and meetings automatically logged in the customer history. No manual copy-pasting of interactions.
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CRM ↔ Communication tools
WhatsApp Business, Slack or Teams connected to log interactions and send real-time notifications to the team.
Our approach
CRM as the centre of the sales process
We design the CRM to be the source of truth for sales, connected to the ERP for operations and billing. Not just another isolated system the team has to maintain.
Reliable data from day one
ERP integration prevents the sales team from working with outdated prices, stock or customer data. The right data at the right moment.
What we guarantee in every integration
- Documented data source with no ambiguity.
- Validations before writing to the destination.
- Structured logs with full traceability.
- Automatic alerts on failures or delays.
- Retries with backoff for transient errors.
Real-world examples
Common situations we solve with custom CRM.
Salesperson doesn't know what to do with a stalled opportunity
No clear process and no automatic reminders. The CRM defines pipeline stages, assigns owners and generates alerts when an opportunity has been inactive for too long.
Sales team working with outdated prices
The CRM isn't connected to the ERP and salespeople check rates in Excel. With the integration, ERP prices reach the CRM in real time.
Double entry between CRM and billing
The sales team closes a deal in the CRM, then admin has to re-enter the same data into the billing system. The integration automatically converts a closed opportunity into an order and invoice.
Frequently asked questions
What we're asked most often before starting a CRM project.
Related services
Is your team working with a CRM that doesn't fit how you sell?
We analyse your process and propose a CRM that truly fits, connected to operations and scalable by module.
Talk to an expert