CRM Development & Integration
Custom CRM development & CRM integration services.
Build, customize, integrate, or extend a CRM around the way your business actually works. Seninweb is a CRM development company that helps businesses choose between custom CRM software, customizing an existing platform, CRM integration, CRM migration, workflow automation, CRM API development, and extensions to the CRM you already run. We start with your sales process, not with the software.
Do You Really Need a Custom CRM?
Most businesses should not build a CRM from scratch. Before we write a line of code we look at four options, in this order. Sometimes the right answer is an existing platform configured properly. Sometimes it is customization or integration of the CRM you already pay for. Occasionally it is a fully custom CRM. We will tell you which one fits, even when it is the cheapest option.
Use an Existing CRM
If HubSpot, Zoho, Pipedrive or Salesforce covers your sales process out of the box, buy it. You get support, security patching and an ecosystem for a monthly fee, and you can be live in weeks.
Customize Your CRM
Custom fields, objects, pipelines, automation rules and reports on the platform you already run. This is where most businesses get the biggest return for the smallest budget.
Integrate Your CRM
Connect the CRM to your ERP, accounting, e-commerce store, phone system and support desk so customer data stops living in five places at once.
Build a Custom CRM
When your process cannot be modelled in any platform, integration depth exceeds native connectors, or per-user pricing has outgrown the cost of a build. Real triggers, not a default.
Custom CRM vs Off-the-Shelf CRM: Which Is Right for Your Business?
Neither option is always better. An existing CRM wins on speed, ecosystem and predictable cost. Custom CRM software wins when your data model, sales pipeline and business rules do not fit the boxes a platform gives you. The honest comparison looks like this.
Existing CRM (HubSpot, Salesforce, Zoho, Pipedrive)
Best when a standard sales process and standard integrations cover most of what you need.
- Faster deployment, often live in weeks
- Lower initial development cost
- Existing ecosystem, apps and marketplace
- Standard integrations ready to switch on
- Subscription or per-user pricing that grows with your team
- Limited workflow flexibility beyond the platform model
- Platform constraints on data model, reporting and hosting
Custom CRM Software
Best when the process is the competitive advantage and the software has to follow it exactly.
- Designed around your workflow, not adapted to it
- Custom data model for your customers, products and contracts
- Custom sales pipeline and deal stages
- Custom business rules, approvals and validation
- Custom integrations with any system that has an API
- Custom dashboards that answer your questions
- Full control over features, roadmap and data ownership
- Can be self-hosted when data residency or cost requires it
When building custom genuinely is right
There are real triggers. Your process cannot be modelled in any platform without fighting it the whole way. People keep parallel spreadsheets months after training. Routine operations need a developer. Integration depth exceeds anything native connectors reach. Or you are at a seat count where per user pricing has quietly overtaken the cost of a build.
If none of those describe you, buying wins on cost, time, support and security patching, and we will tell you so.
- A build or buy assessment with the disqualifying criteria stated openly
- Honest costing that includes the yearly maintenance a custom build carries
Custom CRM Software Development
Customer relationship management software is more than a contact list. A working CRM covers everything from the first lead to the renewal, and the modules below are what we build, either as a custom CRM application or as extensions to an existing platform. Pick the ones your sales process actually uses.
Customer & Contact Management
One record per person with roles, history and ownership, deduplicated on the way in.
Company & Account Management
Accounts, subsidiaries, sites and the contacts that belong to each, with account-level reporting.
Lead Management
Capture leads from your website, forms, calls and ads, score them and route them to the right person.
Sales Pipeline Management
Stages, probabilities and rules that match your sales process instead of a generic funnel.
Opportunity Management
Track products, values, competitors and decision makers on every open opportunity.
Deal Management
Deal records with pricing, terms, approvals and a clear won or lost outcome.
Task & Activity Management
Calls, meetings, visits and to-dos tied to the customer record, not lost in a personal calendar.
Follow-Up Automation
Reminders and tasks created automatically when a deal stalls or a customer needs attention.
Email Integration
Two-way sync with your mailbox so conversations land on the right contact and deal.
Communication History
Every email, call, message and note in one timeline per customer.
Quote & Proposal Management
Generate quotes from your price list, track versions and turn accepted quotes into deals.
Contract Management
Contract terms, renewal dates and obligations attached to the account they belong to.
Customer Support
Tickets, cases and SLAs linked to the same customer record your sales team uses.
Reporting & Analytics
Reports built around the questions management actually asks.
Sales Forecasting
Weighted pipeline forecasts by rep, team, product and period.
User Roles & Permissions
Who can see and edit what, down to the record and field level.
Custom Dashboards
Role-specific dashboards for reps, managers and directors.
CRM Sales Pipeline Development
A sales pipeline CRM is only useful when the stages mean the same thing to everyone. We model your real pipeline, from first contact to a won or lost outcome, then build the rules that move deals through it. A typical B2B pipeline looks like this, but yours may have three stages or twelve.
New Lead
Captured from web forms, calls, email or imports and assigned automatically.
Qualified
Budget, need and timing confirmed. Unqualified leads are recycled, not deleted.
Proposal
Quote generated from the price list and sent, with reminders if it goes quiet.
Negotiation
Discounts and terms routed for approval where your rules require it.
Won / Lost
Outcome and reason recorded so win/loss analysis is real, not anecdotal.
What we build into a custom sales CRM
- Custom sales stages and stage rules
- Lead qualification criteria and scoring
- Lead assignment by territory, team or product
- Deal stages with required fields per stage
- Opportunity tracking with products and values
- Follow-up reminders and overdue alerts
- Sales activities logged against every deal
- Quote generation and versioning
- Approval workflows for discounts and terms
- Sales forecasting by rep, team and period
- Won/lost analysis with reasons and competitors
- Sales process automation between stages
CRM Workflow Automation
CRM development should remove administrative work, not create it. If your team is copying data between systems, creating the same tasks by hand, or chasing approvals over email, that is a workflow we can automate inside the CRM you build or the CRM you already use.
Lead Assignment
Automatically assign new leads based on team, territory, product line, language or any rule you define, with round-robin and load balancing where needed.
Follow-Up Automation
Create reminders and tasks when a customer needs follow-up, a quote has been open too long, or a deal has not moved in a set number of days.
Sales Notifications
Notify reps, managers or Slack channels when deals change stage, hit a value threshold, or are marked won or lost.
Approval Workflows
Route discounts, quotations, contracts and special terms for approval, with escalation and a full record of who approved what.
Data Automation
Synchronize customer, product and order information between your CRM, ERP, accounting and e-commerce systems so nobody re-keys data.
Communication Automation
Connect email, SMS, WhatsApp and telephony so messages are sent, logged and followed up from the customer record, where that is appropriate for your customers.
CRM Integration Services
Your CRM should not become another isolated system. We connect it to the software your business already uses, so customer data flows in both directions and your team works from one record. This is custom API integration work: REST APIs, webhooks, scheduled sync and event-driven updates, built with retries, idempotency and monitoring so it keeps working after launch.
CRM + ERP
Sync accounts, orders, stock and pricing so sales sees what operations sees.
CRM + Accounting
Push won deals to invoices and pull payment status back to the customer record.
CRM + E-commerce
Orders, customers and abandoned carts from your store into the CRM. See our e-commerce CRM integration work.
CRM + Website
Forms, chat and tracking create leads with source attribution automatically.
CRM + WooCommerce
WooCommerce orders and customers synced through custom plugins or the REST API.
CRM + Shopify
Shopify customers, orders and fulfilment events pushed into your pipeline.
CRM + Email
Two-way mailbox sync and campaign results attached to contacts.
CRM + WhatsApp
Conversations logged against the contact, with templates and follow-up tasks.
CRM + SMS
Transactional and reminder messages triggered from CRM events.
CRM + VoIP
Click-to-call, screen pop and automatic call logging with your phone system. See VoIP CRM integration.
CRM + FreePBX
Asterisk and FreePBX CRM integration using AMI, ARI and CDR data.
CRM + Call Center
Queue events, agent status and dispositions synced into the customer record, including AI call center handoffs.
CRM + Payment Systems
Payment links, status and failed-payment alerts from your payment integration.
CRM + Marketing Automation
Lead scores, campaign membership and engagement synced both ways.
CRM + Customer Support
Tickets and SLAs visible next to deals so sales knows before the renewal call.
CRM + REST APIs
Custom endpoints so any internal or third-party system can read and write CRM data safely.
CRM + Webhooks
Real-time events out of the CRM into anything that needs to react to them.
Example: CRM telephony integration, from ring to follow-up
Because we also build phone systems on Asterisk and FreePBX, CRM telephony integration is one of the most common projects we deliver. A typical incoming-call flow looks like this.
Incoming call
Identify the customer by caller ID
Open the CRM record on the agent screen
Log the call and recording
Create the activity
Assign the follow-up
CRM Platform Development & Customization
A complete rebuild is rarely necessary. If you already run a CRM platform, we work inside it: custom fields and objects, workflow automation, API integrations, reporting and custom modules, using each platform’s own APIs and extension points. We are an independent development company, not a reseller, so the advice is about what fits your process rather than what earns a commission.
HubSpot Development
Custom objects, workflows, HubSpot API integrations and custom-coded actions for teams outgrowing the defaults.
Salesforce Customization
Custom objects, flows, Apex and Salesforce API integrations with ERP, telephony and e-commerce.
Zoho CRM Development
Custom modules, Deluge functions and Zoho CRM integration with your other business systems.
Pipedrive Integration
Pipedrive API integrations, custom fields, automation and reporting beyond the built-in options.
Microsoft Dynamics 365
Dynamics CRM integration and customization for businesses standardized on Microsoft.
Other CRM Platforms
Freshsales, SugarCRM, Odoo, Bitrix24 and others: if it has an API, we can extend and integrate it.
Self-Hosted CRM Systems
SuiteCRM, EspoCRM, Odoo, vTiger and similar platforms for businesses that need to own their data and hosting.
Custom-Built CRM Systems
Inherited a custom CRM from a previous developer? We audit, stabilize, document and extend it.
Typical CRM customization work
- Custom fields and custom objects
- API integrations with ERP, accounting and telephony
- Workflow automation and approval rules
- Data synchronization with external systems
- Reporting and dashboards
- Custom modules and extensions
- Migration into or out of the platform
- External system integration through webhooks
- User roles and permission models
- Cleanup of duplicate and inconsistent data
Extending what you already have
The gap in this market is not custom builds. It is the middle: custom objects and fields, the API glue between your CRM and everything else, deduplication that actually holds, role based access that reflects who should see what, and reporting that answers the question you keep asking rather than the one the default dashboard answers.
That is work on HubSpot, Zoho, Pipedrive or a self-hosted platform, and it costs a fraction of a rebuild.
- Custom objects, workflow automation, deduplication and role based access
- Reporting built around the questions you actually ask, not the default dashboard
CRM Migration & Data Migration
CRM migration services are where most CRM projects succeed or fail. We migrate customer records, contacts, deals, activities, notes, files and custom fields from spreadsheets, legacy CRM software or another platform, with the mapping and deduplication agreed before anything moves.
Where we migrate from
- Excel and Google Sheets
- Legacy or end-of-life CRM systems
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Custom databases and in-house tools
- ERP, helpdesk and other business systems
The CRM data migration process
Audit
Inventory every source, field and record count, and find the data nobody trusts.
Map
Agree field mapping, ownership and what happens to fields with no home.
Clean
Normalize formats, fix broken references and fill or flag missing values.
Deduplicate
Merge duplicates by rules you approve, keeping the history from both records.
Migrate
Move customer records, contacts, deals, activities, notes and custom fields with history intact.
Test
Compare record counts, spot-check accounts and reconcile pipeline totals.
Validate
Your team checks real customers in the new CRM while the old one still runs.
Launch
Cut over with a rollback plan and a final delta sync.
Migration is where trust is won or lost
A CRM nobody trusts is worse than no CRM at all, and that trust usually dies during migration. Field mapping decided before anything moves, duplicates resolved rather than carried across, history preserved, and a period where both systems run in parallel so the new one can be checked against the old.
Then training on your own live records, because generic demo data teaches nobody anything about their own job.
- Field mapping and deduplication agreed before any data moves
- Parallel running and training on your real records, not a demo dataset
One Complete View of Your Customer
A customer 360 view is what you get when the CRM is integrated properly: every contact, deal, email, call, meeting, order, invoice, support ticket and note attached to one customer record. Sales stops asking accounting, support stops asking sales, and management sees the whole relationship on one screen. Payment data belongs in that picture too, which is why payment integration so often lands in the same project as the CRM work.
Customer
The account, its status, owner and lifetime value.
Contacts
Every person at the account and their role in decisions.
Deals
Open, won and lost deals with values and stages.
Emails
Threads synced from your mailbox, not pasted in.
Calls
Logged from your phone system with recordings where allowed.
Meetings
Scheduled and completed meetings with outcomes.
Orders
Orders from your store or ERP, with fulfilment status.
Invoices
Issued, paid and overdue invoices from accounting.
Support
Open tickets and SLA status before the next sales call.
Notes
Internal context that survives staff changes.
CRM Reporting, Analytics & Sales Dashboards
Your CRM should answer business questions, not simply display data. CRM dashboard development starts with the questions your managers ask every Monday, then we build the reports that answer them from clean, integrated data. These are the dashboards we build most often.
Sales Dashboard
Pipeline, activity and revenue for each rep and team, updated live.
Lead Conversion
Conversion rates by source, stage and rep, with drop-off points.
Sales Pipeline
Value and count by stage, age of deals and stalled opportunities.
Revenue Forecast
Weighted and best-case forecasts by period, product and territory.
Win/Loss Analysis
Why deals are won or lost, by competitor, reason and segment.
Sales Activity
Calls, emails, meetings and visits per rep against targets.
Customer Acquisition
New customers, acquisition cost and time to first deal.
Marketing Source
Which campaigns and channels produce revenue, not just leads.
Customer Lifetime Value
Revenue, margin and retention per customer segment.
Team Performance
Quota attainment, response times and pipeline coverage per team.
CRM Security, Roles & Access Control
A CRM holds your entire customer base, so CRM security is designed in from the data model up, not bolted on before launch. Every custom CRM we build, and every platform we customize, gets a permission model that reflects who should see what.
Access control
- User roles for reps, managers, support and administrators
- Permission management per module and per action
- Department and team-based access to accounts
- Record-level and field-level permissions
- Authentication with SSO, MFA or your identity provider where required
Data protection
- Audit logs of who changed which record and when
- Access logging for exports and sensitive views
- Secure API access with scoped tokens and rate limits
- Encrypted, tested data backups with defined retention
- Data protection controls built to your compliance obligations, which we scope with you rather than promise upfront
Mobile CRM for Sales Teams
Field sales and account managers do not work at a desk. We design the CRM as a responsive web application that works on desktop, laptop, tablet and mobile browser, so a rep can update a deal from the car park after a visit. A native iOS or Android app is a separate scope we can quote when it is genuinely needed, not something we assume.
Works on every screen
- Desktop and laptop for the full pipeline and reporting
- Tablet for presentations and site visits
- Mobile browser for quick updates on the move
- Same permissions and data everywhere, no separate mobile database
What reps do from their phone
- Customer lookup and contact details
- Lead and deal updates in two taps
- Call logging straight from the record
- Follow-up tasks and reminders
- Visit notes and photos
- Daily sales activity and targets
CRM Development for Different Business Models
The right CRM depends on how you sell. A distributor with 4,000 accounts and a SaaS company with a free trial need different pipelines, different data and different automation. These are the business models we build and customize CRM software for most often.
B2B Sales
Multi-contact accounts, long sales cycles, quotes, approvals and renewals.
B2C Businesses
High-volume contacts, segmentation, campaigns and repeat-purchase tracking.
E-commerce
Orders, customer lifetime value, abandoned carts and support in one record.
Service Businesses
Jobs, quotes, scheduling and follow-ups for trades and local services.
Agencies
Leads, proposals, retainers, project handover and client reporting.
Real Estate
Properties, buyers, viewings, offers and agent pipelines with call logging.
SaaS Companies
Trials, onboarding, subscription status, churn signals and expansion deals.
Manufacturing
Dealers, RFQs, sample requests, order history and ERP-linked pricing.
Distributors
Territories, price lists, reorder patterns and rep visit planning.
Field Sales Teams
Routes, visit notes, mobile updates and manager visibility by territory.
Call Centers
Screen pop, dispositions, callbacks and queue data from your PBX in the CRM.
Professional Services
Engagements, proposals, billable work and referral tracking.
Is Your CRM Creating More Work Than It Saves?
Most CRM projects start with one of these complaints. Each has a specific fix, and the fix is not always a new CRM.
“Customer information is spread across Excel, email and WhatsApp.”
Centralize customer information in one CRM record, with the spreadsheets migrated and the channels integrated.
“Salespeople maintain their own spreadsheets.”
Create one shared sales pipeline that is faster to update than a spreadsheet, so people actually use it.
“Our CRM cannot connect to our ERP.”
Build a CRM ERP integration through the APIs, with two-way sync for accounts, orders and pricing.
“Our CRM does not match our sales process.”
Customize workflows, stages and objects so the CRM follows your process instead of the vendor’s default.
“The team manually creates the same tasks every day.”
Automate workflows: follow-ups, assignments, notifications and approvals triggered by CRM events.
“Management cannot see the real sales pipeline.”
Build custom CRM reporting from clean data so the pipeline report matches what reps know is true.
“Our CRM subscription is getting expensive as the team grows.”
Evaluate customization, a self-hosted platform or custom development against the real per-user cost, including maintenance.
Not sure which one you have?
Tell us how your team sells today and where the friction is. We will tell you whether it is a configuration problem, an integration problem, or a build.
How We Develop CRM Software
Our CRM development process is the same whether we are building custom CRM software or extending an existing platform. The early steps decide whether you need a build at all, and you can stop after discovery with a written recommendation.
Discovery
We learn how you sell, who touches the customer record and what is broken today.
CRM Requirements
Modules, users, integrations and reports written down and prioritized, with a build-or-customize recommendation.
Process Mapping
Your real sales, service and hand-off processes mapped stage by stage.
Data Model
Customers, contacts, deals, products and custom objects designed to fit the process and survive growth.
UX/UI Design
Screens designed around the daily tasks of reps and managers, reviewed with the people who will use them.
Development
Built in iterations you can test, with the most-used module first.
API & Integration
ERP, accounting, telephony, e-commerce and email connected with monitoring and error handling.
Data Migration
Audit, map, clean, deduplicate, migrate and validate against the old system.
Testing
Functional, integration and permission testing on your real data, not a demo dataset.
Deployment
Staged rollout with a rollback plan, on your infrastructure or ours.
Training
Role-based training on your own records, with short written guides your team keeps.
Support & Improvements
Maintenance, monitoring and a backlog of improvements as the business changes.
Build, Customize, Integrate, Migrate or Automate?
Five different projects, five different budgets. Find the one that matches your situation.
Custom CRM development
For businesses that need a completely custom CRM because no platform models their process without a fight, or because per-user pricing has outgrown the cost of ownership.
- Custom data model, pipeline and business rules
- Any integration your systems need
- Self-hosted or cloud, your choice
- Full ownership of code and data
- Honest costing that includes yearly maintenance
CRM customization
For businesses already using HubSpot, Salesforce, Zoho, Pipedrive, Dynamics or a self-hosted CRM that needs to fit the way you actually sell.
- Custom fields, objects and modules
- Pipelines and stage rules that match your process
- Workflow automation inside the platform
- Reports and dashboards built around your questions
- Usually a fraction of the cost of a rebuild
CRM integration
For businesses whose existing CRM needs to communicate with an ERP, accounting system, e-commerce store, phone system, support desk or marketing platform.
- REST API and webhook integrations
- Two-way sync with conflict handling
- VoIP and FreePBX telephony integration
- Monitoring, retries and alerting after launch
- Works with any CRM that has an API
CRM migration
For businesses moving from spreadsheets, a legacy system or another CRM platform without losing history or trust in the data.
- Field mapping agreed before anything moves
- Duplicate resolution, not duplicate transfer
- History, notes and files preserved
- Parallel running and validation
- Training on your real records
CRM workflow automation
For businesses losing hours to repetitive CRM processes: manual task creation, chasing approvals, copying data between systems.
- Lead assignment and routing rules
- Follow-up and stalled-deal automation
- Approval workflows for discounts and contracts
- Data sync between CRM and other systems
- Email, SMS and WhatsApp automation where appropriate
CRM APIs & System Integration
Every CRM we build exposes a documented REST API, and every platform we integrate is treated as one node in your system rather than the center of it. This is the CRM backend development and CRM API development that makes the integrations on this page reliable rather than fragile.
REST APIs
Documented endpoints for reading and writing customers, deals and activities from any system.
Webhooks
Real-time events out of the CRM so other systems react instantly instead of polling.
Authentication
OAuth, API keys and scoped tokens so each integration gets only the access it needs.
Data Synchronization
Two-way sync with conflict rules, retries, idempotency and dead-letter handling for failures.
Custom API Endpoints
Purpose-built endpoints for your ERP, portal or mobile app rather than generic CRUD.
Third-Party APIs
Telephony, payment, e-commerce, marketing and messaging platforms connected through their official APIs.
Database Integration
Direct integration with SQL databases and data warehouses where an API does not exist.
Event-Driven Workflows
Queues and event handlers so a won deal can trigger invoicing, provisioning and onboarding automatically.
How Much Does Custom CRM Development Cost?
Anyone quoting a CRM price before understanding your process is guessing. What we can tell you is what moves the number, and we will give you a written estimate with the assumptions visible. A customization or integration project is usually a fraction of a full build, which is why we scope that option first.
Number of users
How many people use it, in how many roles, and whether they are office or field based.
CRM modules
Which of the modules on this page you actually need at launch, and which can wait.
Number of integrations
Each connected system adds development, testing and ongoing monitoring.
Data migration
Record volume, source quality and how much deduplication and cleaning is required.
Automation complexity
Simple reminders are cheap. Multi-step approvals with exceptions are not.
Custom reporting
The number of dashboards and how much calculation sits behind them.
Mobile requirements
Responsive web is included. A native app is a separate scope.
Security requirements
Permission depth, audit logging, SSO and any compliance obligations you carry.
Hosting requirements
Cloud, self-hosted or on-premise, and the availability you need.
Support requirements
Response times, maintenance and the improvement budget after launch.
What to send us for an estimate
The more of these you can answer, the more precise the estimate. If you can only answer two, send those.
- Which CRM you use today, if any
- How many users will need access
- The main CRM problem you want solved
- Which systems need to be integrated
- Whether data needs migrating, and from where
- Whether you need custom development or customization
- Roughly how large the project feels to you
- Any deadline you are working towards
Sometimes We Will Tell You Not to Build a CRM
If HubSpot, Salesforce, Zoho, Pipedrive or another existing platform can solve your requirements more efficiently, we will tell you, and we will say so in the first conversation rather than after a discovery invoice. Buying wins on cost, time to launch, support and security patching more often than the software industry likes to admit.
When we say buy
Your process fits a standard pipeline, your integrations are covered by native connectors, and your team size makes subscription pricing sensible. We will name the platform we think fits and explain why.
What we do instead
We can help you customize it, integrate it, migrate into it, or automate the parts that waste your team’s time. That is usually where the real return is, and it costs a fraction of a rebuild.
When we say build
When your process cannot be modelled without fighting the platform, integration depth exceeds native connectors, or per-user pricing has quietly overtaken the cost of ownership. Then we cost it honestly, including the yearly maintenance a custom build carries.
Frequently Asked Questions
The questions businesses ask us most often about CRM development, customization, integration and migration.
What is custom CRM development?
Custom CRM development means building customer relationship management software around your data model, sales pipeline and business rules instead of adapting your process to a platform. It covers the modules you need, the integrations with your other systems, and the reports your managers actually ask for.
How much does CRM development cost?
There is no honest fixed price. Cost is driven by user count, how many modules you need, the number of integrations, data migration volume, automation complexity, reporting, security and hosting. Customization or integration of an existing CRM is usually a fraction of a full build, so we scope that option first and give you a written estimate with the assumptions visible.
How long does it take to build a custom CRM?
A focused first release covering the modules a sales team uses daily is typically a matter of months, not weeks, and we deliver it in iterations you can test rather than one launch at the end. Customization and integration projects on an existing platform are considerably shorter.
What is the difference between CRM customization and CRM development?
CRM customization works inside an existing platform: custom fields, objects, pipelines, automation and reports built with that platform’s own extension points. CRM development means building the application itself, including the data model and business logic. Customization is cheaper and faster. Development gives you full control. Most businesses need the first.
Can you integrate a CRM with an ERP?
Yes. CRM ERP integration is one of the most common projects we deliver: two-way sync of accounts, orders, stock and pricing through the ERP’s API or database, with conflict rules, retries and monitoring so it keeps working after launch.
Can you integrate CRM with VoIP or FreePBX?
Yes, and this is a specialism rather than a sideline. We build phone systems on Asterisk and FreePBX, so we integrate them with CRMs using AMI, ARI and CDR data: click-to-call, screen pop on incoming calls, automatic call logging, recordings attached to the customer record and follow-up tasks created from call outcomes.
Can you integrate CRM with WhatsApp?
Yes, through the official WhatsApp Business API. Conversations are logged against the contact, templates can be sent from the CRM, and follow-up tasks can be created from replies. We will be clear about what the platform rules allow before you commit to it.
Can you migrate data from Excel to a CRM?
Yes. Excel to CRM migration is the most common migration we do. We audit the spreadsheets, agree field mapping, clean and deduplicate the records, migrate them with history intact, then validate the result against the originals before anyone relies on it.
Can you migrate from Salesforce to another CRM?
Yes. We migrate accounts, contacts, opportunities, activities, notes, files and custom fields out of Salesforce, HubSpot, Zoho or Pipedrive into another platform or a custom CRM, with a parallel running period so you can check the new system against the old one.
Can you integrate HubSpot with other software?
Yes. We build HubSpot CRM integrations with ERP, accounting, e-commerce, telephony and internal systems using the HubSpot API, webhooks and custom-coded workflow actions. We are an independent development company, not a HubSpot reseller or partner.
Can you customize Salesforce or HubSpot?
Yes, within each platform’s own extension model: custom objects, fields, flows, automation, permissions and reporting, plus API integrations with your other systems. We do not claim any official partnership with these vendors.
Can you build a CRM for a sales team?
Yes. A sales CRM built around your pipeline stages, qualification criteria, lead assignment rules, quote generation, approvals and forecasting, designed so updating it is faster than keeping a private spreadsheet. That last part is what decides whether a CRM gets used.
Can you build a CRM around an existing business process?
That is the approach we prefer. We map how you sell today, stage by stage, before designing anything. If the process has problems we will point them out, but we do not force a generic funnel onto a business that works differently for good reasons.
Can a CRM integrate with an e-commerce website?
Yes. We sync customers, orders, fulfilment status and abandoned carts from WooCommerce, Shopify, PrestaShop or a custom store into the CRM, so sales and support see purchase history on the same record.
Can you build custom CRM dashboards?
Yes. Sales dashboards, pipeline and forecast reports, win/loss analysis, activity tracking, acquisition cost and lifetime value, built around the questions your managers ask rather than the default dashboard the platform ships with.
Can you automate CRM workflows?
Yes. Lead assignment and routing, follow-up reminders, stalled-deal alerts, stage-change notifications, approval workflows for discounts and contracts, and data sync between the CRM and your other systems.
Should I build a custom CRM or use an existing CRM?
Usually an existing CRM, customized properly. Build when your process cannot be modelled in any platform without fighting it, when people keep parallel spreadsheets months after training, when integration depth exceeds what native connectors reach, or when per-user pricing has overtaken the cost of a build. If none of those describe you, buying wins, and we will say so.
How secure is a custom CRM?
As secure as it is designed and maintained to be. We build role and record-level permissions, audit logging, secure API access with scoped tokens, encrypted and tested backups, and authentication that fits your environment. We scope compliance obligations with you rather than making blanket claims.
Can the CRM be used on mobile devices?
Yes. We build the CRM as a responsive web application that works on desktop, tablet and mobile browser, so reps can look up customers, update deals, log calls and add visit notes from the field. A native iOS or Android app is a separate scope we quote only when it is genuinely needed.
Do you provide CRM maintenance and support?
Yes. Integrations break when third-party APIs change, and a CRM that nobody maintains slowly stops being trusted. We offer ongoing maintenance, monitoring of the integrations we build, and a backlog of improvements as your business changes.
Let’s Build the CRM Your Business Actually Needs
Whether you need a custom CRM, CRM integration, CRM migration, workflow automation, or extensions to an existing platform, start with your business process, not the software. Tell us how your team sells today and what is getting in the way, and we will tell you which of the four options fits.