05 · Custom CRM
Custom CRM systems built around operational workflows.
Customer and account systems designed around real commitments, evidence, handoffs, and reporting needs.
The problem
What this engagement needs to resolve.
A generic sales pipeline cannot represent the delivery, compliance, service, or commercial evidence the operation needs.
Deliverable
A focused operational CRM with an agreed data model, permissions, integrations, notifications, reporting, and handover plan.
Client input
Agreement on the process, the minimum useful data model, and who owns data quality after launch.
Commercial shape
A clear starting point, then a responsible scope.
- Commercial starting point
- Bounded implementation may start around £7,500; substantial bespoke systems typically start around £25,000.
- Duration
- Confirmed after the data, workflow, and integration requirements are scoped.
What is covered
The practical shape of the engagement.
The exact scope is agreed around the operational outcome, the systems involved, and the evidence needed to accept the work.
- 01
Custom data models
- 02
Account and relationship workflows
- 03
Permissions and approval paths
- 04
Customer portals
- 05
Reporting and operational dashboards
- 06
Migration and adoption support
Scoping questions
Questions before assumptions.
- What is the customer promise?
- Where is the supporting evidence kept?
- Which teams need the same view?
- What should be automated and what should remain deliberate?
What changes the scope
- Data model and migration
- Roles and permission complexity
- Customer-facing functionality
- Reporting and third-party integrations
Related routes