Let's build your CRM together
Don't bend your business to fit an off-the-shelf package. We plan and set up our own CRM software around your sales process, your team and your goals.
Which team should we connect you to?
Massachusetts+1 (774) 519-0022Riyadh+966 59 899 6961Istanbul+90 (531) 677 90 66Off-the-shelf CRM packages give every business the same screens, so teams either pay for features they never use or change how they work to suit the software. We start from the other end: first we listen to your sales process, your team's daily work and the numbers you want to track, then we plan and set up the CRM software we develop in-house around those needs. Every inquiry from ads, calls, chat and your website lands in the CRM instantly, a task goes to the right person and no opportunity is left without follow-up. Because we are the team that builds the software, new modules and integrations are added to the same system as your needs change.
Scope
Illustrative view
What this service includes
Discovery and planning
Your sales process, team structure and reporting needs.
A CRM set up for you
Customer records, pipeline and tasks shaped to your business.
Messaging integration
WhatsApp, SMS and email with automated replies and logging.
AI assistant
Answers questions and captures leads 24/7.
Automation and reporting
Reminders, follow-up flows and sales reports.
Integrations, training and support
ERP, accounting and website connections; team training.
Modules chosen for your needs
We decide together which modules you need and adapt each one to your business. Screens stay free of features you won't use.
Customers and contacts
Company records, contacts, notes and full history on one screen.
Leads and sales pipeline
Drag-and-drop stages; leads captured automatically from web forms and messaging.
Proposals and estimates
Prepared in minutes and approved by the customer online.
Invoices and payments
Recurring invoices, payment tracking and due-date reminders.
Projects and tasks
Milestones, task boards and time tracking.
Contracts
Contract records and renewal reminders.
Support tickets
A helpdesk that routes customer requests to the right department.
Customer portal
Customers follow their proposals, invoices and projects in their own panel.
Reports and goals
Live reports for sales, collections and team performance.
Expense tracking
Expenses recorded by project and customer.
Roles and permissions
Each user sees only what they are allowed to.
Messaging and AI
Conversations logged in the CRM and an AI assistant for the first reply.
How we work
Get a quote on WhatsAppSales process analysis
We map how an inquiry becomes a sale today.
Pipeline setup
Stages, fields and owners defined around your process.
Integration
Website, messaging, ads and accounting connected.
Automation
Reminders, task assignment and follow-up messages.
Training
Role-based training on your team's own data.
Optimization
We watch usage and refine screens and reports.
Where we work
We deliver custom CRM projects for sales teams across the United States, with discovery, setup and training done remotely or on site.
Frequently asked questions
How is this different from off-the-shelf CRM software?
We don't install a ready-made package. We develop the CRM ourselves, so screens, fields and workflows follow your process, and we update the software as your needs change.
How long does a CRM setup take?
It depends on scope. After discovery we agree on the modules and timeline, launch the part you need most first and extend the system step by step.
Can you migrate our existing customer data?
Yes. We import customer and sales records from your spreadsheets or from the software you use today.
Are messaging and the AI assistant connected to the CRM?
Yes. Conversations are logged in the CRM through official APIs; the AI assistant gives the first reply and hands the conversation to your team when needed.
Let's talk about your project in a 15-minute call.
No forms to fill in. Message us on WhatsApp or call, and we'll get back to you the same day.