(custom CRM)
Custom CRM development, built around how your business works
One system for your clients, jobs and follow-ups.
When enquiries are scattered across inboxes and spreadsheets, opportunities are lost without anyone noticing. We build a single system for your clients, jobs and follow-ups, designed around the way your team already works, whether that team is three people or three hundred.
(01) What it covers
One system for your clients, work and team
Clients and contacts
Every client, contact and conversation in one place, together with a complete record of what was discussed and agreed.
Jobs and their stages
The actual stages a job passes through in your business, from the first enquiry to the final invoice.
Follow-ups that happen
Reminders and task lists that make it clear who is waiting for a reply and when it is due.
Permissions for each role
Each person sees and edits exactly what their role requires, whether on a computer or a phone.
Reports and dashboards
A live view of what is in progress, what has stalled and where new work is coming from.
Integration with your tools
Your website forms, email, calendar and accounting software are connected, so that nothing needs to be entered twice.
(02) Built to grow
Designed to grow with your business
(03) Signs it is time
When spreadsheets and generic tools no longer fit
A custom CRM becomes worthwhile when the tools you have stop reflecting the way the work is actually done.
- Enquiries go unanswered
- Follow-up relies on memory
- Information is held in several places
- The software does not match your process
- Paying per user for unused features
(04) Custom or off the shelf
A custom CRM or an established platform?
(05) process
How a CRM project runs.
Every engagement follows the same sequence, so you know at each point what has been agreed, what is being built and what comes next, and you pay only for stages you have reviewed and approved.
- i.
Initial consultation
You describe your business, the problem you want to solve and what a good outcome would look like, and we ask the questions needed to understand it properly. The consultation is free of charge.
- ii.
Proposal and estimate
We recommend an approach in clear, non-technical terms and send a written estimate of the hours, cost and timeline, so that you can decide with all the relevant facts in front of you.
- iii.
Design and development
Once you approve the proposal, work begins without a deposit, starting with the parts of the project that matter most to your business.
- iv.
Reviews and stage payments
Each stage is demonstrated to you as it is completed, giving you the opportunity to refine the direction, and it is invoiced only once you are satisfied with it.
- v.
Refinement and launch
We refine the details, test thoroughly on phones, tablets and desktop computers, and launch the finished site on your domain with its search engine setup in place.
- vi.
Hosting and care
If you wish, we host, monitor and maintain the site after launch, with minor changes to text, images and colours included at no additional cost.
(Case study)
A CRM and client portal for freelancers and agencies
Clientfolk brings clients, projects, live task lists, documents and invoices together in one place, with a dedicated view for each client. We designed, built and launched both the website and the application. Read how the project was approached, then explore the live product.
(Questions)
Frequently asked questions
Who will I work with?
You work directly with the senior engineer who leads your project. The person who answers your first message is the same person who plans, builds, launches and maintains your website or system, so there are no hand-overs and nothing is lost between conversations.
Do you require a deposit?
No. The work is demonstrated to you in stages, and each stage is invoiced only once you are satisfied with the result.
Who owns the code?
You do. Ownership of the code passes to you as each stage is paid, and you can have access to the repository on GitHub, so you always hold a complete copy of your own project.
Can you build a CRM for my business?
Yes. A custom CRM brings your clients, enquiries, jobs and follow-ups into one place and is designed around the way your team works. It can begin with a focused set of features and grow into a system for hundreds of users, connected to your accounting or other software.
How much does a custom CRM cost?
The cost depends on what the system needs to do. After a free consultation you receive a written estimate. Larger systems are built and paid for in stages, beginning with the part that addresses your most pressing problem.
Can you move my data from spreadsheets or an existing system?
Yes. Your existing clients, jobs and history can be migrated into the new system, so that you begin with your information already in place.
If your question is not answered here, send us a message and we will reply within one working day.
(Start a project)
Tell us where work is slipping through today
Describe what your business tracks at the moment, where that information is kept and what tends to be missed, and we will reply within one working day with an outline of how we would approach it.