One client card, three pipelines
Sales, production and installation on the same card. The lead moves on without being copied anywhere.
Home / Custom CRM
Custom CRMA CRM built around your business, not the other way round.
For companies that sell to order: you measure, configure, build and install. We build your own CRM that prices quotes with your formulas, talks to clients on WhatsApp and tracks every job until it is paid.
Sound familiar?
When an off-the-shelf CRM does not fit, the team ends up working around it.
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Quotes live in ExcelA spreadsheet with many tabs, formulas only one person understands and prices copied by hand into a PDF.
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Leads get lost between channelsFacebook forms, WhatsApp on several phones, missed calls. Nobody sees a client's full history.
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The workshop finds out lastOrders reach production through a message and dimensions are re-read from a photo.
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Numbers arrive at month-endHow many quotes turn into contracts, where leads stall, what is still unpaid: you learn it too late to act.
What your CRM does
Built on the way you already work
A configurator with your formulas
Price, quote PDF, contract annex and technical drawing all come from the same calculation.
Every channel in one place
Facebook Lead Ads, WhatsApp Business, VoIP phone and email create and fill in the lead on their own.
Workshop and warehouse on a tablet
Production sheet with dimensions, goods receipt with delivery notes and stock reserved per job.
Connected invoicing
SmartBill and e-Factura invoices issued straight from the job, with payments tracked automatically.
Reports that support decisions
Conversion, pipeline speed, loss reasons and payments, by day, by agent and by source.
Demo
What a made-to-measure CRM looks like
Screens from the prototype we proposed to a pergola manufacturer. Names, figures and design are changed.
Pick a screen
1 / 5
Thursday · 22 October
Good morning, Radu
New leadQuick quote
11new leads today8 from Facebook
7unanswered chatsoldest: 2 h
26quotes in October+6 vs September
31 %quotes → contractstarget 35 %
This month's funnel
Contacted118
Site visit46
Quoted26
Negotiation14
Signed8
Today
- Call Elena Dobre · Brașovquote sent 3 days ago
- Site visit at Cristian Marin11:30 · Cluj-Napoca
- Confirm installation #1046WhatsApp · Friday 09:00
- Order louvres for #1048supplier · by 14:00
WhatsApp, Facebook Lead Ads, phone and SmartBill synced 1 min ago
The morning dashboard. New leads, unanswered chats, this month's funnel and today's tasks on one screen.
One client card · three pipelines
New leadLeads
Sales61Production9Installation6
New lead14
Laura StanSibiu · garden
Facebook12 min
Victor NeaguIași · terrace
WhatsApp1 h
Site visit9
Cristian MarinCluj-Napoca · 4.5 × 3 m
today 11:30
Monica TudorPloiești · 3 × 3 m
Friday
Quoted12
Elena DobreBrașov · 4 × 3 m
3 days29,814 lei
Paul EnacheConstanța · 6 × 4 m
today52,300 lei
Signed8
Sara GheorgheBrașov · 3.5 × 3 m
deposit paid26,480 lei
Three pipelines, one card. The same client moves from sales to production to installation, with the full history attached.
Lead #20817 · Facebook Lead Ad · Quoted
3 daysElena Dobre · Brașov
Sketch · updates live
Price incl. VAT
Send on WhatsAppQuote PDFContract annexTechnical drawing
Try it. Change the size, colour or options: price and sketch recalculate instantly, and the quote, annex and drawing come from the same calculation.
Elena Dobre09:42Looks great! Can it have LED too?
Victor Neagu09:10Hello, how much is a pergola of…
Monica TudoryesterdayFriday is perfect for the visit
Paul EnacheyesterdayGot the quote, thank you
Hello! Could I get a quote for a 4 × 3 m terrace, anthracite?09:31
Of course. Here is the quote with motorised louvres and a rain sensor.09:36
PDFQuote 20817 · Pergola 4000 × 300009:36
Looks great! Can it have LED too?09:42
Send configuratorBook site visitAsk for address
WhatsApp tied to the lead. Every conversation knows whose it is, the client's stage and the deal value. Quotes go out straight from the chat.
TABLET · WORKSHOP
Order #1048
Pergola 4000 × 3000 × 2500 · anthracite 7016 · install Friday
Cutting and checks
- Post 120 × 1204 × 2500
- Front beam2 × 4000
- Side beam2 × 3000
- Louvres 200 mm15 × 3900
- Motor and gutter1 set
- LED strip14 m
Lead #20817
ED
Elena Dobre
Brașov · terrace · FacebookCallWhatsAppQuote
4000 × 3000 × 2500 · antracit
Send on WhatsApp29,814 lei
Quoted · 3 daysOn tablet and phone. The workshop ticks off cutting on a tablet, and the sales rep has the client card and quote in their pocket.
Case study · anonymised
Velaria*, made-to-order pergola manufacturer
The company sold through Facebook ads and WhatsApp, priced every quote in a spreadsheet with thousands of rows and ran production and installations through messages and paper. We proposed a CRM of their own, designed around how they work:
- One client card from the first message to installation and the final invoice
- The calculator takes over the Excel formulas, and the quote, annex and drawing go out on WhatsApp in one click
- Several thousand historical orders imported from Excel, with stages and dates
- Workshop and warehouse work on a tablet, sales on the phone
16screens in the prototype
3 → 1pipelines, one card
4integrations
1 → 3one calculation, three documents
How we work
From spreadsheet to CRM, without surprises
Discovery
We start from your real spreadsheets, forms and conversations and map every stage of the job.
Clickable prototype
You see the CRM screens with examples from your business before we write code, like the demo above.
Build and import
We build in stages, connect the integrations and import your history, so the team works in the CRM early.
Launch and support
We train the team on desktop, tablet and phone and stay with you after launch.
FAQ
Questions about a custom CRM
Why a custom CRM instead of a standard one?
If a standard CRM such as Bitrix24 fits, we recommend it and implement it. A custom CRM makes sense when your quoting, production or installation rules cannot be covered by a standard system without compromises.
Can I see the CRM before I decide?
Yes. The clickable prototype comes before development, with your screens and flows, so you know exactly what you will get.
What can it connect to?
WhatsApp Business, Facebook Lead Ads, VoIP phone, SmartBill and e-Factura, email and imports from Excel or another CRM. Other systems connect through an API.
How much does it cost and how long does it take?
It depends on the number of processes and integrations. After discovery you get the prototype and a clear offer split into stages.
Contact
Show us how you work today.
Send us your quoting spreadsheet or describe the process. We reply within one business day with the first steps towards your CRM.