Custom CRM
Your company’s enquiries and clients in one record
Custom CRM development: we build one system that collects enquiries from your web form, email and phone, shows who has to call whom back and keeps track of quotes still waiting for an answer. It is made for small companies in Poland that have outgrown the spreadsheet and do not want to bend their sales to a ready-made program.
We will reply within 1 working day with questions about your process, and after a call you get a quote split into stages.
- Data — everything about a client
- Processes — pipeline and reminders
- People — roles and tasks
- Reports — dashboard and results
- Process automation
- from 8,000 PLN
- CRM / ERP system
- 20–90k PLN
- Example CRM with client records and reports
- 29–35k PLN
An enquiry came in on Monday. What happened to it?
Four situations that happen where sales rests on a spreadsheet and on memory.
- Now
Enquiries in several inboxes
The form goes to one address, a portal message to another, and the phone call to a notebook. Nobody knows how many enquiries really arrived.
With the systemEvery enquiry lands in the client record, together with the place it came from.
- Now
A spreadsheet only one person understands
Statuses, cell colours and notes in brackets. When the author is on leave, the rest of the team guesses what was agreed with the client.
With the systemA CRM instead of Excel: the history of calls and agreements sits in the record, visible to everyone with access.
- Now
A quote with no answer
The quote went out last week, the client is silent and nobody remembers to ask.
With the systemThe system reminds you about the quote on the day you set and shows who should follow it up.
- Now
A report written at the weekend
To know how many quotes ended in a sale, someone has to gather several spreadsheets by hand.
With the systemThe sales pipeline and the sources of enquiries are counted automatically, as things happen.
Client, quote and task in one CRM system
A typical layout of a CRM for a small company. We fit the scope to your sales and documents; some points, such as Excel export, are modules on top of the example quotes below.
- Layer 01
Client data
- A client record with the company, contact people and the source of the enquiry
- The history of calls, quotes and agreements in time order
- Contracts and attachments in the client record, with permissions
- Layer 03
Team
- Roles: everyone sees only the clients and data they need
- Tasks with a deadline and an owner
- Handing a client to a colleague together with the history
- Layer 04
Numbers
- A dashboard with the pipeline and the quotes to chase
- Where enquiries come from and which end in a sale
- Export to Excel when your accountant needs it
What does working in the CRM look like day to day?
Screens of Central, the platform our team works in. Your CRM will get its own, but the rules are the same: one panel, an enquiry pipeline and roles.
Central’s main panel: working hours, sales enquiries, boards and the calendar on one screen
A client project and our own system
11
weeks from kick-off to final sign-off: a system for a property manager, a client project
See the client projectFour stages for a client, and beside it the CRM we work in ourselves
For a manager of a commercial property portfolio we built a system in four stages, each closed with a sign-off record. The screen beside it is Central, our internal platform, not a client project: enquiries with a source and a stage, roles and one panel instead of six separate tools. Your CRM gets the same.
See the Central case
How much does a CRM system cost?
Two example CRMs built from the modules of the Pricing section on the home page, and a smaller start: one automation in the programs you already have.
02 / 03 · Full CRM
CRM system
PLN 29,000–35,000
The system core (login, roles, panel), a client record with quotes, and reports with a dashboard.
Ask for a quote for your CRM- Client records with the history of calls and quotes
- Roles and permissions for the team
- A dashboard and sales reports
Example quote: net and approximate amounts. The price depends on your process, and you get a binding quote with the scope after a call.
Ready-made CRM or your own?
A ready-made program is sometimes the better choice. Here is when each one wins.
- Does it fit your sales?
- Ready-made programGood when you sell the way the program assumes.
- What do you pay over time?
- Ready-made programA low cost at the start, then usually a monthly fee for every user.
- What if the company changes?
- Ready-made programChanges are limited by what the vendor foresaw.
- Where does the data live?
- Ready-made programOn the vendor’s servers, under its export rules.
- How fast can you start?
- Ready-made programToday, if a ready configuration is enough. Here the ready-made program wins.
We are not the right fit when a ready-made CRM is already enough, when the budget does not reach the price of one automation from the packages above, or when you look for a programmer by the hour for your own team.
Questions about the CRM system
Price, ready-made programs, Excel, connections, time and the phone.
An example CRM with client records, roles and reports costs PLN 29,000–35,000 net, and with AI document reading and company data from GUS PLN 43,000–52,000. We built both amounts from the modules of the Pricing section on the home page. A smaller start is one automation from 8,000 PLN. You get a binding quote with the scope after a call.
It depends on how you sell. If a ready-made program handles your process without bending it, we will point you to it at the first call. A custom system makes sense when your sales stages, documents or data sources cannot be set up in it.
Yes, the spreadsheet is no longer needed to keep track of clients. We load your Excel data into the new system, and before that we tidy the columns together, so that every company and contact person appears once. We move data from a ready-made CRM the same way, if it lets you export it. You check everything on a test environment before the team starts working in it.
We connect the web form and the inbox where enquiries arrive, so that every enquiry lands in the client record by itself. The invoicing program you already use we connect if it lets data be exchanged; if it does not, the CRM can issue invoices with KSeF itself, as an extra module. Each connection and each such module is a separate line in the quote.
The usual build time is in the block about stages above, and the binding timeline of each stage is in the quote: it depends on the number of enquiry sources, sales stages and data to move. The first stage covers what hurts most, so the team starts using the system before the rest exists.
Yes. A CRM is a web application: you open the client record in the phone’s browser, with no installation and no app store. We talk about a native app when there is a specific project.
Yes, and you buy no licences per user. We describe above, in the block about stages, when the rights to the code pass to your company; open-source libraries stay under their own licences.
Related services
These usually go together with what you have just read.
- Custom ERP for small businessOrders, stock and documents without spreadsheets
- Custom web application developmentClient portal, browser app, company website
For your industry
First step
Describe how you serve clients today
Write in a few sentences where enquiries come from and where they end up today. We talk online across Poland, and in Katowice and Silesia also in person.
- You write, and within 1 working day we reply with questions about the process.
- We talk about how you work with clients.
- You get a quote split into stages, with the price of each one.
A free automation map
We talk for up to 45 minutes about how you work. Within 3 working days of the conversation you get a 1–2 page PDF by email: 3–5 of your company's processes, where to start, and an approximate price and time range for the first stage. No commitment, and the document stays with you.