Building custom CRMs for SMEs
Custom CRMs can streamline approvals, inventory, quoting, and reporting while integrating with existing systems.
Map the real process
Start with workshops that surface actors, handoffs, and exceptions. The CRM should encode how work actually moves.
- States and transitions for leads, quotes, orders, fulfilment.
- Approvals with auditable comments and SLAs.
- Inventory and pricing rules linked to quoting.
Integrations
Meet teams where they are and avoid double entry.
- Accounting, email, calendars, and document storage.
- Single sign‑on, groups, and attribute‑based permissions.
- Import/export pipelines and webhook callbacks.
Delivery approach
- Pilot thin slices (e.g., quoting) before scaling to full rollout.
- Strong analytics on funnel, cycle time, and win reasons.
- Performance budgets and error budgets for reliability.
Considering a custom CRM? Talk to us about scoping.