Custom CRM system, built module by module (from a core package to everything included)
Your own CRM that works from the first module and grows with you — contacts, pipeline, quotes, projects, automations.
Off-the-shelf CRMs charge you per user every month and still make your team work their way. This service builds your own CRM: one system for your contacts, deals, quotes, projects and follow-ups, shaped around how you sell and deliver — and it belongs to you.
It is built in modules. The core (CRM Start) is usable from the first day; every further module plugs into it and adds to the others — quotes use your contacts and products, projects start from won deals, the client portal shows the quotes and invoices. Start small and add modules when you need them, or take CRM Complete with everything switched on.
Modules that build on each other
- Core — CRM Start
- Contacts and companies with full history
- Visual sales pipeline, tasks, reminders and notes
- Search, filters, tags, dashboard, Excel / CSV import and export
- Sales
- Quotes and product catalogue: branded PDF quotes with online acceptance and automatic follow-ups
- Website and Facebook / Instagram lead capture straight into the pipeline
- Sales reports and email templates
- Operations
- Calendar and online booking with reminders
- Projects and tasks started from won deals
- Documents and contracts attached to clients
- Client portal with quotes, invoices, documents and projects
- Growth
- Email marketing segments and automatic sequences
- Invoicing (Xero / QuickBooks) and online payments (Stripe / PayPal)
- AI assistant: client summaries, drafted emails and quotes, lead scoring
- Mobile web app for the team, multilingual and multi-currency
Why your own CRM
- No per-user fees: A one-off build instead of paying for every seat every month. Add colleagues without a bigger bill.
- Your process, not a template: Pipeline stages, fields and automations follow how your team actually sells and delivers.
- Your data, your server: Installed on your own server; you own the data and the code. GDPR-conscious design with daily backups.
- Grows with you: Start with the core and add modules later — they plug in without rebuilding what you have.
How we work
- 1. Discovery call: We map your sales and delivery process and choose the package and modules that fit.
- 2. Build: I configure and build the modules around your process, with regular previews.
- 3. Launch: Data migration, team training and go-live. Delivery within 30 days, 3 revisions included.
- 4. Care (optional): Monitoring, updates and small changes every month, so the CRM keeps working while you sell.
Frequently asked questions
How is this different from HubSpot, Pipedrive or Zoho?
Those are rented: you pay per user every month and adapt to their logic. Here you get your own system shaped to your process, with no per-user fees, and you own the data and the code.
Can I start small and add modules later?
Yes, that is the idea. CRM Start is a complete, usable core. Every module (quotes, calendar, projects, client portal, marketing…) plugs into it later without rebuilding anything.
What does CRM Complete include?
Every module in one system: sales, operations, marketing automation, invoicing and payments, an AI assistant, the mobile web app, data migration and team training — at a lower price than buying the modules one by one.
Can you move our data from Excel or our current CRM?
Yes. Contacts, companies, deals and history can be imported from Excel or exported from your current CRM. Data migration is included in CRM Complete and available as an extra for the other packages.
Where does the CRM run?
On your own server or hosting — I install and configure it. A standard VPS is enough for most small and mid-sized teams, at a few dollars a month.
How long does it take?
Within 30 days for the packages listed. Larger custom modules are delivered in stages, each with its own deadline.
