Customer and account records
Create one reliable place for contacts, businesses, notes, documents, history and the relationships between them.
18 / 21Custom CRM development
Give your team a CRM that fits the sales and service process.
A practical in-house CRM can replace scattered spreadsheets, repeated entry and expensive software workarounds.
We build bespoke CRM software for Australian businesses that need their own customer records, pipelines, service history, quoting, approvals or follow-up workflows.
Discuss your projectService exampleBespoke CRM
Customer process
01Discover
02Design
03Build
04Operate
What matters most
A generic CRM can become costly when every useful workflow needs another add-on, consultant or manual spreadsheet. The real issue is rarely the contact list; it is how customer information moves through sales, delivery and support.
We design the CRM around the information your team needs, the actions they take and the decisions managers need to see.
The working parts
The main parts of the service.
Pipelines and workflows
Model the stages, owners, reminders, approvals and exceptions that make your actual process work.
Quotes, jobs and service history
Connect customer records to operational work so sales and delivery teams are not maintaining separate versions of the truth.
Reporting and integrations
Surface the measures managers need and connect suitable accounting, email, form or operational systems.
Method
A clear process from start to finish.
- 01
Audit the current CRM process
We review spreadsheets, existing platforms, duplicated work, reporting gaps and the reasons the current setup is not working.
- 02
Define records and permissions
We agree on data fields, relationships, roles, sensitive information and what each user should be able to see or change.
- 03
Build the core pipeline
The first release focuses on the customer journey and highest-value operational actions before secondary features are added.
- 04
Migrate and adopt
We clean and import agreed data, test with representative users and support a controlled changeover.
Common questions
What clients often ask.
Frequently asked6 questions
Answer
It can be when those platforms are too expensive, too broad or poorly matched to the workflow. We compare the cost and risk of custom development with improving the existing platform before recommending a direction.
Answer
A custom CRM commonly starts from $40,000 AUD. Data migration, integrations, complex permissions and customer-facing access can increase the scope.
Answer
Yes. We first profile the data, identify duplicates and missing fields, then agree on validation and migration rules before importing anything.
Answer
Yes. Role-based access can separate sales, operations, management, finance and external users according to the approved requirements.
Answer
Often, provided the relevant service has a suitable and supported integration. We review API limits, data ownership and failure handling as part of the scope.
Answer
Yes. Training, operational documentation and technical handover can be included so the system does not depend on one person remembering how it works.
Choose a question
Answer01
Is this a Salesforce or HubSpot alternative?
It can be when those platforms are too expensive, too broad or poorly matched to the workflow. We compare the cost and risk of custom development with improving the existing platform before recommending a direction.