Customers, contacts and history
Companies, contacts, emails, calls, notes and documents on the same customer record. Whoever picks up a case can see what has been said and promised.
Custom CRM
A CRM built around the way you work.
Customers, contacts, enquiries, quotes and follow-up in one place. We build a CRM around your stages and vocabulary, connected to finance, email and web forms, so nothing slips through the cracks.
pvbcCRMVB
SAMPLE DATA · WEEK 24
Nothing without a next step.
New4Quoted3Won2
- Customer AQuote sentFollow up today
- Customer BNew enquiryUnanswered for 2 days
- Customer CMeeting bookedThu 10:00
AI suggestion: remind Customer A about the quote
Review the draft before it is sent.
- Every enquiry has an owner and a next step
- The same customer view for the whole team
- Less double entry
Sound familiar?
Customers, deals and follow-up in one place.
An enquiry arrived through the form, someone replied from their own inbox and then it went quiet. The quote sits in a folder, the notes in a spreadsheet and the follow-up in someone's head. The off-the-shelf system has a hundred fields you never use and lacks the three you need.
We map how a customer actually moves through your business, from first contact to invoice and repeat purchase. Then we build views, stages and reminders around that, and connect the CRM to the data warehouse so the same information appears in sales, finance and reporting.
From need to solution
What we can build together.
A thoughtful tool starts with your business. These are some of the things we can help with.
Pipeline and quotes
Deal stages that follow your sales process, with quotes, amounts and expected close. See what is coming in, what has stalled and why.
Follow-up that is not forgotten
Tasks, reminders and rules that flag when an enquiry has no reply, a quote is about to expire or a customer has gone quiet. You decide the rules.
Connected to the rest of the business
Web forms and a shared inbox in, invoicing and reporting out. The CRM shares data with your finance system, warehouse and dashboards instead of becoming another island.
Practical examples
Questions we can build answers to.
Illustrative solutions. Data availability, permissions and connections are assessed for each project.
Who is replying to the enquiry from Friday?
Incoming enquiries land in a shared queue with an owner, status and response time. Unanswered cases are surfaced before the customer has to chase.
Which won deals have not been invoiced yet?
Link deals to invoices where the records can be matched. See the gap between sold and invoiced volume and who needs to act.
Which customers should we be contacting?
Combine purchase history, last contact and open cases. AI suggests a prioritised list with reasons for the salesperson to review and adjust.
A clear way of working
Close communication. Clear delivery.
You should know what we are building, why we are building it and what happens next.
- 01
Understand
We start with your key questions and map the data sources, access and metrics.
- 02
Define
We define a first delivery. You receive a clear proposal covering scope and price.
- 03
Build together
We connect the data, validate calculations and build views for you to try throughout the project.
- 04
Handover & follow-up
We plan onboarding, data checks and maintenance. New questions can shape the next step in your solution.
Good to know
Questions before the first step.
Every business is different. We help you work out what makes sense for yours.
Ask your questionWhy build our own instead of buying a standard CRM?
A standard system works well when your way of working resembles its template. A custom CRM pays off when your process is unusual, when you pay for a lot you never use or when the system needs to sit together with other data. We compare the options openly before you decide. Sometimes the answer is to extend what you already have.
Can we move data across from our current system?
Yes, in most cases. We review the export or API, remove duplicates and reconcile against the source before you switch. We agree together what comes across and how history is preserved.
What happens after launch?
We agree hosting, backups, permissions and further development before launch, so it is clear who is responsible for what. New needs become the next step in the same system rather than yet another tool.
Start with a conversation
Talk to ViktorWhat would make the biggest difference?
Tell us which systems you use and what you want to get a better grip on. We will help you define a concrete first step.