Customised CRM for small businesses and startups
For businesses that run sales from a spreadsheet and WhatsApp, where a follow-up gets missed whenever the person who remembers it is on leave.
The short version
A custom CRM for a small business that's outgrown its spreadsheet and doesn't want to pay per user for years. You pay once for the build, and the CRM and its customer data are yours.
- Who it's for
- Businesses whose sales have outgrown the spreadsheet, and teams paying per seat for a ready-made CRM they keep working around.
- What you get
- Your pipeline, customer records and follow-up reminders in one place, with a login for each person. It connects to your website, WhatsApp and automations, so enquiries land in it on their own.
- How it's priced
- A fixed quote for the build, paid in milestones. Hosting then runs on your own account at the provider's price, with no per-user fee from us.
What goes into it
Your pipeline
The stages a lead goes through, from first enquiry to paid, named the way your team names them.
One page per customer
Calls, WhatsApp messages, quotes and orders on one record, so whoever picks up the phone sees the history.
Follow-up reminders
A nudge to the right person when a quote goes unanswered or a call-back is due.
Logins and roles
A login for each person, so nobody shares a password or keeps their own copy of the sheet.
Reports
Enquiries this month, where they came from and how many became orders, straight from the records.
On a phone
It opens in a phone's browser, so a lead can be updated from a site visit or the shop floor.
Connected to what you already run
A website enquiry arrives as a new lead with the page it came from, and a WhatsApp message lands on that customer's record. Your AI assistant's chats and hand-overs are saved there too.
The automations read from it: an unanswered quote gets a follow-up, and the weekly report makes itself.
Why pay once instead of per user?
Most ready-made CRMs charge for each person, every month, for as long as you use them. That's fair for plenty of businesses, but the bill grows each time someone joins sales.
A customised CRM is paid for once, on a fixed quote, and a new salesperson just gets a login. The plan lists the running costs, like hosting, before you agree to anything.
Yours, with the customer data in it
Once the build is paid for, the code, the database and every customer record are yours. The accounts are in your name from day one, so you can take the records anywhere without asking us.
How a CRM project runs
Map
A 30-minute call, then a written plan and a fixed quote within two working days, beginning with how a lead moves today, WhatsApp included.
Build
Pipeline and customer records first, so your team can try them on real leads, then reminders and reports. A short recorded demo every week.
Connect
Contacts come across from the sheet or old CRM with duplicates merged. Then the website form, WhatsApp and automations are wired in and tested.
Hand over
A walkthrough for the people using it, notes for whoever looks after it, and 30 days of free fixes after launch.
When is a ready-made CRM enough?
If one or two people sell and the pipeline is simple, a ready-made CRM on a small plan, or a well-kept sheet, may be all you need. We'd say so.
Build one when the ready-made CRM keeps making you work around it: a field you can't add, a stage it doesn't have, a seat paid for just to see a report.
After it's running
A CRM changes as the business does, like a second branch or a new view for someone. We stay on, so whoever adds the second branch to the CRM usually built it.
Questions we get asked
Can you bring our contacts across from Excel or our current CRM?
Yes, from a spreadsheet or any CRM that exports to a file, which most do. We merge duplicates, tidy numbers saved three ways, and bring notes and call history as far as the export allows.
Who can see which customers?
You decide, by role: often each salesperson sees their own leads, a manager the team's, and the owner everything. When someone leaves, you switch off their login and pass their leads on.
Can it send and receive WhatsApp messages?
Yes, through the WhatsApp Business Platform on your own number, with messages landing on the customer's record. Meta charges for some business messages, on your own account at Meta's price.
What does a custom CRM cost to run after the build?
Hosting and a database, billed by the provider to your own account, plus Meta's charges for any WhatsApp messages. The optional care plan is the only monthly bill from us.
Can we change it once it's in use?
Yes. Small changes like a new field come under the optional care plan, and bigger ones, like a second pipeline, get a written quote first.
What happens if you're not around one day?
Another developer can take it over, working from the notes we leave at hand-over. Everything they'd need to log in to is already in your name.
Where to next
Tell us how a lead moves today
Tell us what happens from the moment an enquiry arrives to the moment it's paid, or send the column headings of your sheet. Either is enough to start.