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Business OperationsLarge system
Custom CRM
A made-to-fit customer relationship management system that tracks leads, deals, and customer interactions the way your sales process actually works. Ideal for businesses that have outgrown spreadsheets but find off-the-shelf CRMs bloated or misaligned.
Typically bought by: SMBs and agencies with a dedicated sales team, service businesses managing repeat clients, B2B companies with a multi-stage sales process
Standard features
Always included in the base price. Every one is built, tested and delivered working.
- Contact and company management with custom fields
- Lead capture and qualification pipeline
- Visual deal pipeline with drag-and-drop stages
- Activity timeline (calls, emails, meetings, notes)
- Task and follow-up reminders
- Email logging and templates
- Sales reporting and conversion dashboards
- Role-based access control (admin, manager, rep)
- Import/export of contacts (CSV)
- Global search and filtering
- Audit log of record changes
- Duplicate detection and merging
Popular custom additions
Quoted per feature in the configurator — $50 simple, $150 moderate, $300 complex.
- Industry-specific pipeline stages and required fields
- Quotation generation directly from a deal
- WhatsApp/SMS conversation logging
- Lead scoring rules tuned to the business
- Territory or branch-based data partitioning
- Commission calculation per rep
- Customer portal for order/status visibility
Tech stack
- Frontend
- Next.js + Tailwind CSS
- Backend
- Next.js API routes / Node.js
- Database
- PostgreSQL (Neon)
- Integrations
- Email service (SendGrid/Resend), Google Calendar, SMS/WhatsApp gateway (Twilio/other), Accounting software (QuickBooks/Xero)