Custom software
When off-the-shelf CRMs force your team to work their way, we build a custom CRM that matches your sales process, your data and your reports.
Book a Free Automation AuditMost businesses should start with an existing CRM such as HubSpot, Zoho or Pipedrive and customise it. A custom CRM becomes worth considering when your process is unusual, your data model does not fit standard objects, you need tight integration with an internal system, or per-seat pricing is growing faster than the value you get. We will tell you honestly if customising an existing CRM is the better route.
| Question | Customise an existing CRM | Build a custom CRM |
|---|---|---|
| Time to start | Fast | Longer: design and build first |
| Fit to unusual process | Limited by the platform | Built around your process |
| Ongoing cost | Per-seat or tier fees | Hosting and maintenance, no per-seat licence |
| Integrations | Many ready-made | Built to your systems |
| Control of data | Vendor platform | Your own database and rules |
| Maintenance | Vendor handles the core | You or your partner maintain it |
Fields, relationships and duplicate rules that match your business.
Your own stages, required fields and approval rules.
Conversations logged against the customer, with templates and opt-in tracking.
Follow-ups assigned automatically, with escalation when they are missed.
Generate quotes and push invoices to your accounting tool.
Reports for owners and managers using your own definitions.
We walk through your sales process, data and reports and write them down.
A clickable first version to confirm the flow before full development.
Core records and pipeline first, then integrations and automation.
We import your existing data, train the team and support the first weeks.
A custom CRM is a good base for AI features that would be awkward elsewhere: summarising call notes, suggesting next actions, drafting follow-ups for review and answering questions about a customer record. See our CRM automation and AI sales and CRM automation pages for the automation side.
It depends on the number of modules, integrations, users and migration work. We provide a custom quote after a requirements call.
A focused first version can take weeks, while a full system with integrations takes longer. We build in phases so you can start using it early.
Not always. Existing CRMs are faster and cheaper to start. Custom makes sense for unusual processes, tight integrations or when licence costs grow too high.
Yes. We map fields, clean duplicates and import contacts, deals and history, then check the results with you.
Ownership terms are agreed in the contract before work starts.
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Book a free audit. We will tell you whether to customise an existing CRM or build your own.
Book a Free Automation Audit