Services
CRM Development Services
Off-the-shelf CRMs are built for a generic sales process. When a business's actual workflow — how leads come in, how they're qualified, what happens after a deal closes — doesn't match that generic shape, the CRM ends up fought against instead of used. A custom CRM is built around the process that already works, not the other way around.
I build these as web applications with a database behind them, so the data stays fully owned by the business rather than living in a third-party platform's export format.
Problems This Solves
- arrow_rightA generic CRM that requires workarounds because it doesn't match how the sales or support team actually works
- arrow_rightCustomer data spread across spreadsheets, email, and a CRM that nobody fully trusts
- arrow_rightNeeding to combine CRM functionality with something CRM platforms don't do well — booking, inventory, custom reporting
- arrow_rightRecurring per-seat licensing costs for a CRM that's mostly used for one or two core workflows
What's Included
- checkLead and contact management built around the actual sales pipeline
- checkCustom pipeline stages and automation rules
- checkRole-based access for sales, support, and management
- checkIntegration with existing tools (email, WhatsApp, calendars)
- checkReporting views built around the metrics that matter to the business
- checkData import from the current system (spreadsheet, existing CRM export)
How I Work
- Map the current process — how a lead becomes a customer, step by step
- Design the data model and pipeline stages around that actual process
- Build the core contact/deal management first, then layer in automation and integrations
- Migrate existing customer data
- Train the team and gather feedback before considering it finished
Technology Stack
- arrow_rightReact / Next.js
- arrow_rightNode.js
- arrow_rightPostgreSQL / Supabase
- arrow_rightWhatsApp Business API
- arrow_rightRole-based authentication
Suitable For
Businesses with a sales or account-management process specific enough that generic CRM software fights against it — real estate agencies tracking property-linked leads, service businesses managing recurring bookings, or B2B teams with a multi-stage approval process.
Frequently Asked Questions
Why build a custom CRM instead of using Salesforce or HubSpot?add
Off-the-shelf CRMs make sense when your process is close to standard sales pipeline shape. A custom build makes sense when you're paying for a lot of unused features, working around the platform's limitations, or need the CRM tightly integrated with something specific to your business (bookings, inventory, a custom approval flow).
How is customer data kept secure?add
Role-based access control so each user only sees what their role requires, encrypted connections throughout, and the database hosted on infrastructure you control rather than a third-party SaaS platform.
Can it integrate with WhatsApp or email?add
Yes — WhatsApp Business API for messaging directly from a contact record, and email integration for logging correspondence against leads and deals automatically.
What happens to our existing CRM data?add
It gets migrated as part of the build — exported from the current system and imported into the new schema, mapped field by field so history isn't lost.