CRM system development

Bring leads, deals, communications and tasks into one workspace. Shape your CRM around the sales funnel and customer service workflows you actually use.

No specification yet? Start with your idea and the problem to solve.

Selected work

From scope to launchdefined deliverables at every stage
Source code and documentationa clear handover to your team
Estimate based on your requirementsagree on the work before development

01 / CAPABILITIES

What we can build

Sales and customer records

Customer profiles, interaction history, pipelines, tasks and lead assignment.

Workflow automation

Notifications, approvals, document templates and event-driven actions.

Integrations and reporting

Connect your website, telephony, email, messaging apps and accounting tools.

02 / DELIVERABLES

What your team receives

Start with how a lead becomes a customer. Define stages, required data, team actions and the metrics used to track progress.

CRM system development — product architecture and scope
  1. CRM model

    Define records, deal stages, roles and staff permissions.

  2. Team interfaces

    Workspaces for sales, management and support.

  3. Migration and integrations

    Clean records, transfer history and connect lead sources.

  4. Launch and training

    Pilot with a selected team, documentation and a development roadmap.

03 / OUR EXPERIENCE

Projects by our team

View all case studies

These projects demonstrate dashboards, data handling and integrations: individual parts of business systems. See each case study for its actual scope.

Platform for Buying and Selling Real Estate via NFTs — case preview image

StatePix

Platform for Buying and Selling Real Estate via NFTs

Investment Company Website — case preview image

Keyaki

Investment Company Website

04 / ENGINEERING

What we consider before development

Existing or custom CRM

Compare adapting a platform with building a bespoke system.

Customer data quality

Handle duplicates, change history and record-merging rules.

Team adoption

Remove unnecessary steps and validate usability on real sales tasks.

05 / COST AND TIMELINE

An estimate tailored to your project

We agree on the first release and acceptance criteria, then estimate development, integrations and testing by stage.

First release

Pipelines, records, roles and staff workflow automation.

Logic and integrations

Lead channels, telephony, email and customer history migration.

Testing and launch

Assignment-rule testing, pilot rollout and staff training.

06 / PROCESS

From discussion to a working product

  1. Understand the scope

    Review the product, users and constraints. Agree on priorities.

  2. Design the solution

    Define workflows, architecture and acceptance criteria.

  3. Build and validate

    Share progress and test features and integrations.

  4. Release and hand over

    Prepare the release, deliver source code and agree on further support.

What our clients say

All reviews
In the end, we received a complete, working product. The team is responsible, stays in touch and is committed to the outcome. I can recommend them for complex development projects.
Spinera

Product development
Review excerpt

Original (RU)
The team immersed themselves in the project and proposed a clear architecture and a phased work plan. All the key MVP features were implemented with security and scalability requirements in mind.
Andrew

Crypto wallet · Web & Mobile
Review excerpt

Original (RU)

07 / GOOD TO KNOW

Questions and answers

When should we choose a custom CRM?

A custom CRM can fit workflows, roles and integrations that an off-the-shelf platform cannot support efficiently. We compare configuration and custom development before recommending an approach, including implementation, licensing and maintenance costs.

What does CRM implementation include?

Analysis of your sales and service processes, configuration of pipelines, tasks and notifications, data migration, integrations, staff training and support during the first weeks. We roll it out in stages so the sales team never stops working.

Which services do you integrate a CRM with?

Phone systems and call tracking, website forms, messaging apps, email, accounting, payments and marketing tools. We connect inquiries and deals to a shared customer record.

How long does CRM development take?

We estimate the sales workflows, user roles, integrations and migration of customer records. Starting with the core sales pipeline lets your team use the first release while additional features are developed.

How do you migrate data from the old system?

We export contacts, deals and communication history, remove duplicates, map fields to the new structure and verify integrity on a staging environment. The switchover happens without losing data or history.

Do you train the staff and support the system afterwards?

Yes: we run role-based training, prepare guides and stay on support — adjusting processes, adding reports and integrations, and evolving the system as the business grows.

Discuss your project

Let’s start with your project

Tell us what you want to build or improve. We will discuss the first release, dependencies and next steps.

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