Pipelines · Roles · Dashboards
CRM and Admin Panels Built Around Your Workflow
When off-the-shelf CRMs are clunky or too expensive, we build a system around the way you work: only the screens and buttons your team actually uses.
When a custom CRM makes sense
- Off-the-shelf CRMs don't fit your process, so your team keeps part of the work in spreadsheets and messaging apps.
- You pay for dozens of SaaS seats but only use a handful of features.
- You need specific logic: calculations, inventory, schedules, links to production or delivery.
- You need an admin panel for your website, bot or app to manage content, orders and users.
If an existing system already covers the job well, we'll tell you so: sometimes all it takes is configuring it and connecting the integrations.
What's usually included
- Pipelines and statuses. Leads, deals and orders with stages, owners and reminders.
- Access roles. Sales reps see their own deals, managers see everything, accountants see only the finances.
- Reports and dashboards. Sales, conversion, team performance and lead sources in real time.
- Integrations. Leads from your website and bots, telephony, email, payments, shipping carriers, Google Sheets.
- History and security. Activity log, backups, secure sign-in.
For example, the admin panel of this very site shows traffic, traffic sources, the conversion funnel and leads with each visitor's full journey. We build similar dashboards for clients.
Timeline and approach
We work in stages: first a minimum viable version covering your core process, which your team starts using within 2-4 weeks, then we add modules by priority. That way you don't pay for features you may never need.
We choose the stack to fit the task: React or Vue for the interface, Node.js (NestJS) or Python for the backend, PostgreSQL for the data. We deploy to your own server, so the data stays yours. For tips on picking a server for a system like this, see our article "How to choose hosting".
Which is cheaper: a custom CRM or an off-the-shelf subscription?
For a small team with a standard process, an off-the-shelf CRM is cheaper. A custom one pays off when your process is non-standard, you have many users, or the subscription is already costing serious money every month.
Can you migrate data from spreadsheets or an old CRM?
Yes. We move your clients, deals and history from Excel, Google Sheets or another system via export or API.
Who will maintain the system?
We offer ongoing support and further development. But we hand over the code and documentation to you, so any developer can maintain the system if needed.
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