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Your team pays for a large CRM and still tracks deals in spreadsheets, or has outgrown the one it started with. We build a CRM around your own stages, approval rules and account structure, log calls, emails and meetings on the account, and connect the tools you keep. Coding agents help write the views, imports and sync jobs; senior engineers decide who owns each account and who may see it.
A discount is agreed in an email thread, the last call lives in one rep’s notes, and the forecast is rebuilt in a spreadsheet before every sales meeting. When deals, approvals and conversations sit on the account record, the forecast is read off the record instead of pieced together from memory, and nothing leaves with a rep who moves on.
Reps, sales managers and finance often describe three different sales processes. These six conversations settle which one the CRM follows, and what each role may see and change.
The stages a deal moves through for each product or market, and what must be true before it moves on, so “proposal sent” means the same thing for every rep.
What counts as one account, how a group’s companies and branches relate to each other, and who owns each account when territories change or a rep leaves.
Which discounts, payment terms and deal sizes go to a manager or to finance, who signs when they are away, and what the rep sees while a deal waits.
Which calls, emails and meetings are logged automatically and which by hand, and what a rep needs to see on the account before the next call.
What moves from the current CRM and spreadsheets and how it is cleaned, and which tools sync in which direction: email, calendar, telephony, marketing, support and invoicing.
The weekly decision the CRM must make easier, such as which renewals to chase or where to add reps, and the figure the sales director will read to make it.
On a CRM, coding agents take the volume: list views, filters, forms, imports, sync jobs and reports. Senior engineers write the rules for ownership, visibility, discount approval and the forecast, because a mistake there shows a rep deals they should not see or lets a discount through unapproved.
AI-native product developmentBecause agents draft the screens quickly, one sales team works live deals through the new stages and approval rules while changing those rules is still cheap.
Agents help write and test the scripts that clean, match and move years of deals, notes and emails, so reps open the new CRM to the account history they rely on.
When a rep changes territory or leaves, rules written by senior engineers move open deals, tasks and notes with each account, so nothing is orphaned and old access ends the same day.
Code that reads reps’ mailboxes and calendars is reviewed and security-checked by a senior engineer, and logs only mail exchanged with customer domains, never a rep’s private messages.
How stage probabilities, split deals and currencies roll up into the forecast is written by senior engineers and tested against last quarter’s closed deals before anyone reports from it.
Six situations, from spreadsheets and inboxes to a CRM someone else built.
We model your stages and accounts first, import the spreadsheets with each company matched to one account, and connect email and calendar, so logging an activity no longer depends on a rep’s memory.
If most of the team uses a handful of its screens, we rebuild those around your stages and move the account history across, and you cancel the seats and plugins you stop needing. If configuration would fix it, we say so.
We write down how the business sells today as stages the first reps can follow, keep the first version small, and give the sales lead a forecast they can check against deals they know.
The account history is what reps would miss, so it moves first and is checked account by account with the people who know them. New screens then replace the old ones one team at a time.
We start with the data: how accounts, owners and stages are stored, and which reports sales leadership opens every week. Those keep working throughout, and the rest changes around them.
A partner channel, a new region or an account-management team with its own stages. We add their stages, owners and views without changing how the first team sells or what it reports.
Five stages, ordered so reps see their own accounts on real screens before anyone asks them to switch.
A rep and a sales manager walk a real deal through clickable screens, from first call to signed contract, before any code is written.
FigmaEach sprint ends with a fresh import of your real accounts and deals, so reps test the screens on customers they know rather than sample data.
React or Next.js, Node.js or .NET, PostgreSQLOne team sells from the new CRM and its manager runs the weekly forecast meeting from it. Anything they still look up elsewhere goes on the fix list.
Stage and activity logsThe final import runs, inbox and calendar sync is switched on for every rep, and the old CRM stays read-only for reference until nobody opens it.
Import checks, security reviewWon and lost reasons, time spent in each stage and requests from reps decide what changes next, and each change ships in a small release.
Stage and win-rate reportsSix parts, built from the account record outward, because every deal, call and approval attaches to it.
From a web form, an inbound email or an event list
An existing company found, or a new one created
By territory, team and current workload
Exit rules per stage; large discounts go to a manager
Email, calendar and telephony kept in step
Built from stage history, by team and quarter
Win rates by lead source change how new leads are routed
Companies, contacts and how they relate, matched on entry and on import so each customer exists once, with the full account history on its record.
Deal stages per product or market, with exit rules and required fields, and a record of how long each deal spent in each stage.
Reps see their own and their team’s accounts, managers see their region, and finance sees closed deals and their terms. Access changes the day someone moves territory or leaves.
A discount request shows the manager the deal, its history and the rule it breaks, and the answer and who gave it stay on the deal.
Email and calendar sync, call logs from your telephony provider, and meeting notes attached to the account, all from the tools reps already use.
AI assistant developmentForecasts from stage history rather than guesses, pipeline reports by team and rep, and exports to the BI tool your finance team already reads.
A CRM we built for a HoReCa procurement platform, a sales-call analysis system that works alongside existing CRMs, and one engineer inside a broker platform that includes a CRM.
Procurement platformOptimizer
Buyers choose a supplier from a ranking list for their city, place orders and keep their order history; suppliers keep their prices and follow each order. We covered the full cycle, from business analysis and architecture to maintenance.
Read the Optimizer case studyIt depends on how many teams, stages and connected tools the first release covers, and how much history has to move. Start from what you pay now: CRM seats, plugins and the hours spent keeping spreadsheets in step. After discovery you get a written figure for the first release, so you can set it against that running cost before you commit.
Configure a standard one if your sales process looks like most companies’ in your sector. It costs less to run, and we would rather say so than build one. Custom work pays off when stages, approvals and ownership differ by market or team, and a standard CRM follows them only through plugins and workarounds you pay for every year.
It depends more on the data than on the screens. Cleaning the account history and getting access to mailboxes and calendars usually take longer than the build itself. The plan after discovery gives one date for the pilot team’s first live deals and another for the day the rest of sales moves across.
Deals with your stages, accounts with owners, email and calendar logging, one approval flow and a forecast. Renewals, call analysis and partner views wait until reps keep all their live deals in it, because a forecast built on half-entered deals is not worth reading.
Yes. Email and calendar come first, because that is where most deal activity happens. Telephony, marketing, support and invoicing tools follow through their APIs. Each sync runs one way until both sides agree which system owns a contact, so two tools never overwrite each other’s changes.
Yes: companies, contacts, deals, notes and emails, with each contact matched to one account before import. A test import runs early and is checked by people who know the accounts, and the final import repeats it on the day you switch. Fields nobody has filled in for a year are listed for you to keep or drop.
No. A new territory is an ownership rule a sales manager sets in the CRM, not a code change. Search is indexed on what reps actually filter by, and forecasts run from a reporting copy of the data, so quarter-end reporting does not slow the deal screens reps work in.
You do. IP assignment is part of the contract, and the repository, the database and the hosting sit in accounts your company controls, so every deal and conversation stays with you if we part ways. Inside the CRM, each role sees only the accounts it works on, and every change to an owner or a permission is logged.
Your sales managers decide what changes, and the named engineer who signed the first release stays on the CRM to build it: a new stage, a report, another integration. Changes ship in small releases, so reps never relearn the CRM all at once, and larger additions are scoped and quoted before work starts.
Call notes nobody has to type, orders that start once a deal is won, and a developer to keep extending the CRM.
Send a screenshot of your pipeline stages, or tell us which CRM you pay for and what your team still does outside it.
In the first call we look at how deals move today and where the forecast comes from. If configuring a standard CRM would solve it, that is what we recommend.
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