Custom CRM System

Schedule a consultation Make your business management measurable and predictable.

PROBLEM

Your commercial data is spread everywhere, yet inaccessible

You wouldn’t be the first company where your sales team’s information is “recorded” in paper agendas, emails, and even Excel sheets. And when a sales team member leaves, they take all their information with them, making recovery nearly impossible. You’re left with billing data, but nothing related to the actual management process.
Many times, you can’t track the journey from initial meetings, proposals, sales, support, and cross-selling because you have everything—but scattered everywhere.
You need a Custom CRM System.

SOLUTION

Custom CRM system tailored to your company

Each organization is unique, and its commercial management has a distinct personality precisely to stand out from the competition. That is why having a Custom CRM system tailored to your company is essential.

While CRM methodology processes follow a standard, the way information is captured and the key processes that add value to commercial management must align with the vision and goals of the commercial direction. That is why our CRM Software provides the following modules, all of which are fully adaptable:

Customer and Contact Management
Sales Force Management
Client Portfolio Management for Each Sales Executive
Quotation Management (Products and Services)
Sales Order Management
Billing
Customer Portal
Project Management
Customer Ticket Support
Inventory
Executive Reports

THE PROCESS

Steps to implement a Custom CRM System in your company

Since you need a custom CRM system tailored to your company, it is essential to understand its vision and commercial processes. Some of these processes will be improved, adjusted, or eliminated to ensure precision in their outcomes. Among the steps, we have:

Understand the vision and commercial objectives
Analyze the structure and chain of command within your company
Identify your products, services, and the method of marketing them
Model your organization's commercial processes
Define which processes will be automated with the CRM and what adjustments they will require
Implement the CRM software in each of your commercial processes
Create the need and dependency on the CRM within your sales force
Measure the impact on each process and improvements in customer interactions
Monitor the project and continuously improve it

BENEFITS

The advantages of using our
CRM System

Immediate Connection

The CRM software allows interaction with all areas of your company, including sales force, support, inventory, and management

Tailored to your business

Each process will be adaptable to your commercial management and will be defined in modules that automate activities.

High Precision

All your commercial management information will be stored in a centralized, high-availability database, providing instant access to data.

Sales force oriented

Our CRM software allows you to organize, measure, and guide your sales force to track objectives and implement improvements.

100% Web

You won't need to install any additional software on your team's computers, as the software is 100% accessible from your web browser.

Continuous Improvement

Analyze the behavior of your sales force, achieved goals, and business opportunities, and immediately develop new strategies.

Articles and Publications

Publications on
CRM Software

CRM

Custom CRM: 7 Considerations for a Successful Project

When it is determined that an organization needs a Custom CRM (Customer Relationship Management)...

04/17/2025

CRM

Custom CRM Development or CRM as a Subscription: Which Should You Choose if You Have a Small or Medium Business?

For many years, custom CRM development services were the only option businesses...

04/15/2025