01
Scattered information
Customer details are in one tool, the quote in another and the next action in a shared spreadsheet.
Custom CRM
Custom CRM development for your company
A CRM should help your team work without requiring another spreadsheet to fill the gaps. We design and build custom CRM software around your sales processes, the people using it and the systems it needs to communicate with.
Off-the-shelf, adapted or custom CRM: what to compare
Swipe to compare all options
| Criterion | Off-the-shelf CRM | Adapt an existing CRM | Custom CRM |
|---|---|---|---|
| Fit | Common processes and available configuration. | Suitable if the required extensions are supported. | Specific rules and workflows defined for the project. |
| Getting started | Configure, prepare data and train users. | Review limits, compatibility and extensions. | Design, build and validate a first version. |
| Recurring costs | Review licences by usage, users and features. | Licences plus maintenance of adaptations. | Hosting, providers, support and evolution as proposed. |
| Dependencies | Vendor terms and interfaces. | Vendor and extension compatibility. | Technologies, providers and contractual terms. |
| Maintenance | Product updates and configuration. | Check extensions after relevant changes. | Plan fixes, security and further development. |
Key decisions
What to review first
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Test the data migration
01We list the source files and systems, review data quality and duplicates, and agree how fields map between them. A trial import lets users validate records, relationships and activity history before planning the transition and recovery process.
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What we need for a proposal
02Users and roles, sales stages, example tasks, data sources and approximate volumes, integrations and constraints. The scope documents what is included, excluded and accepted. Licences, ownership, hosting and maintenance are defined in the proposal and contract.
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Illustrative scenario: coordinating sales and operations
03A team might need to share opportunities, quotes and tasks across departments. The first version can focus on that journey; further automation can be assessed later. This is an example of a possible solution, not a customer case or achieved result.
Problem
When sales tracking no longer fits
The value is making the friction visible: where the flow breaks, what it costs and what should be automated first.
02
A specific process
Sales stages, approvals or responsibilities require a workflow suited to the team.
03
Visibility and permissions
You need to know who can view or change information and what happened to each opportunity.
Visible cost
Before adding another tool
Check whether configuring your CRM or connecting existing tools is enough. New development needs owners, prepared data and the capacity to maintain it.
How SareLogic can help
A system designed around your sales process
We define users, stages, rules and data before designing screens. We agree on a first version and how the team will validate it. If you already have a useful CRM, we assess adapting or integrating it before proposing a replacement.
Common cases
Possible features, subject to the agreed scope
Customers and opportunities
Records, contacts, sales stages and activity history with the fields and rules your operation needs.
Team coordination
Tasks, reminders, owners, permissions and documents to track quotes and next actions.
Reporting and integrations
Reports defined with the business and connections to ERP, email or other tools after reviewing interfaces, permissions and terms.
Process
From your process to the CRM your team needs
Understand the operation
01Review users, stages, exceptions and current tools.
Agree on the first version
02Document priority features, permissions, data and acceptance criteria.
Build and validate
03Show progress and test the workflow with the people who will use it.
Prepare the launch
04Plan migration, training, documentation and support as agreed.
A scope you can verify
- Documented sales workflows and roles.
- A first version with the agreed features.
- Migration and integration tests included in scope.
- Documentation for use, operation and ongoing support terms.
How we approach the decision
- Compare configuration, integration and development before choosing.
- Relate every feature to a specific sales process.
- Review third-party access and limits before committing to an integration.
Frequently asked questions
Questions before contacting us
Can we keep our current CRM?
Yes, if its configuration, extension and integration options cover the need. We review these options and their terms first.
Can we migrate from Excel?
We can plan a migration after reviewing files, fields, duplicates and rules. A copy is tested and users validate the data before transition.
Can it connect to our ERP?
That depends on available interfaces, permissions, licences and data. The review establishes what to sync, the authoritative system and error handling.
How are licences and maintenance agreed?
The proposal and contract define ownership, licences, hosting, support and evolution, including necessary third-party services. Not everything is assumed to be included.
Next step
Tell us the problem before choosing technology
In the first conversation we review context, urgency, systems involved and whether it makes sense to build, integrate or simplify the process.