Business Software
CRM Development
Know every enquiry, who owns it, and what happens next.
- Typical timeline
- 6-10 weeks for a first working version
- Category
- Business Software
- Engagement
- Fixed-scope phases
- You receive
- Code, data & documentation
Overview
Most small businesses do not lose deals to competitors — they lose them to forgetting. A CRM is simply a reliable answer to three questions: what enquiries do we have, who is responsible for each one, and what is the next action. Everything else is secondary.
Enquiries are leaking out of your sales process
Leads arrive on WhatsApp, by phone, from the website and from referrals. They are noted in individual phones, diaries and a shared spreadsheet. Some get followed up twice, some never, and nobody can say how many are currently live.
You will recognise this if
- Nobody can say how many open enquiries exist right now
- Follow-ups happen when a salesperson remembers, not when they were due
- When a salesperson leaves, their pipeline leaves with them
- You cannot tell which marketing channel actually produces paying customers
What you get out of it
The difference this makes
Nothing gets forgotten
Every enquiry has an owner and a dated next action, with reminders — which alone recovers a meaningful share of currently lost business.
A pipeline you can see
Stage-by-stage visibility shows what is likely to close this month and where deals are stalling.
Channel performance, factually
Source tracking from enquiry to closure tells you which campaigns and referral routes deserve more money.
Continuity through staff changes
Customer history lives in the business, so a handover takes an hour instead of costing you relationships.
What we build
- Lead capture from website forms, WhatsApp, phone calls and bulk import
- Configurable pipeline stages matching how you actually sell
- Assignment rules, ownership and escalation on inactivity
- Activity timeline: calls, messages, meetings, notes and documents per contact
- Follow-up reminders with a daily task list per salesperson
- Quotation creation, versioning and approval, with PDF output
- Duplicate detection and merge
- Dashboards: pipeline value, conversion by stage, source performance, salesperson activity
- Role-based visibility so each person sees the accounts they should
How it gets used
A building materials dealer with field sales staff
Executives log site visits and requirements from a phone, quotations are generated on the spot, and management sees the pipeline without asking for reports.
An equipment supplier with long sales cycles
Multi-month enquiries are tracked through demonstration, technical approval and procurement, with reminders preventing them from going cold.
A services firm converting inbound enquiries
Website and WhatsApp enquiries are auto-assigned by service type and location, with response-time reporting per executive.
Technology we typically use
You do not need to care about this list — but your next developer will.
- Next.js
- PostgreSQL
- FastAPI
- WhatsApp Business API
- Supabase Auth
- Cloud hosting
Timeline: Typically 6-10 weeks for a first working version
Questions
CRM Development — common questions
Something else on your mind? Ask us directly — it is usually faster than reading.
Why not just use Zoho or HubSpot?
Can it work on a mobile phone?
Can we import our existing spreadsheet of leads?
Related services
Businesses that need this often need one of these as well.
Thinking about crm development?
Tell us about your situation. We will tell you whether this is the right service, what it would involve, and roughly what it would cost.