Custom CRM
Every lead followed up. Nothing slips.
A CRM shaped around how you sell, not the other way round.
What is a custom CRM?
A customer relationship system built for your process, holding leads, clients and follow-ups in one place without features you don't use.
- Listen
- Map
- Build in steps
- Look after it
Follow one lead, before and after
Before: an enquiry lands in one inbox, gets forwarded, and goes quiet. After: it's logged, assigned, reminded and tracked to a yes or no.
What goes in it
Leads and pipeline · clients and contacts · tasks and reminders · emails and notes on each record · simple reports · roles so people see what they need.
Custom CRM or Salesforce?
Custom when your process is unusual, your team is small and you want only what you use. Salesforce when you need its wide ecosystem or already pay for it. → Salesforce
Moving your data
We bring your spreadsheets and old contacts across, cleaned and de-duplicated, before go-live.
Not the right fit
If a standard CRM already fits your process, set that up instead. We'll tell you.
Common questions
Short answers. Ask us anything else on a call.
What is a custom CRM?
A customer relationship system built for your process, holding leads, clients and follow-ups in one place without features you don't use.
Custom CRM or off-the-shelf?
Off-the-shelf if it fits your process today. Custom if you keep bending your work to fit the tool.
Can it connect to email and our website forms?
Yes. Enquiries can land straight in the CRM.
How much does it cost?
Details to follow.
Next step
Tell us where your leads get lost
Tell us in a few lines, through the form or by email. A person reads every message.