Custom CRM development built on your own sales steps, from first enquiry to invoice.
Clients, quotes, next steps and contracts in one place, built the way your team already sells. We start with one process, connect it to your invoicing, and everyone sees what is theirs.
12+ projects delivered
every one on deadline, in production
Fixed price and deadline
in writing, and if we slip, the next payment waits
Reply within 24 hours
on working days, to every enquiry
In writingFixed quote after scoping
One sales process end to end, the connection and training included.
Where sales stalls today
A client's history sits in one colleague's inbox, and while they are on leave the quote waits too.
Nobody types into the CRM you bought, because it follows its own steps, so the spreadsheet lives on.
Two colleagues call the same client in the same week, because neither can see the other’s notes.
Monday’s meeting goes on working out which quote is where and whose move it is.
Which one is your situation?
History lives in inboxes
Client record: every call, quote and agreement in one place, with a name and a date, even after a colleague leaves.
The bought CRM gets bypassed
Your own sales stages: the system follows your steps, so the team actually works in it.
A quote stalls on someone’s desk
Quotes and next steps: every quote shows whose desk it is on, since when, and what happens next.
Invoices are made elsewhere
Connected to your invoicing: an accepted quote becomes an invoice without retyping.
Where every quote stands, on one screen
The highlighted quote has sat at the same step for six days, so the system has already flagged it to its owner.
Sales pipeline
Who sees which client, and changes what
A CRM works when everyone reaches exactly what their job needs, and the first call records your own split.
Salesperson
Finance
Manager
Administrator
Open their own clients and quotes
yes
no
yes
yes
Every client and quote in one list
no
no
yes
yes
Record and edit a quote
yes
no
yes
yes
Start an invoice from an accepted quote
no
yes
yes
yes
Sales report
no
no
yes
yes
Invite users and set permissions
no
no
no
yes
Open their own clients and quotes
Salesperson: yes
Finance: no
Manager: yes
Administrator: yes
Every client and quote in one list
Salesperson: no
Finance: no
Manager: yes
Administrator: yes
Record and edit a quote
Salesperson: yes
Finance: no
Manager: yes
Administrator: yes
Start an invoice from an accepted quote
Salesperson: no
Finance: yes
Manager: yes
Administrator: yes
Sales report
Salesperson: no
Finance: no
Manager: yes
Administrator: yes
Invite users and set permissions
Salesperson: no
Finance: no
Manager: no
Administrator: yes
In a small company the manager and the administrator are often the same person.
What your salespeople open every day
For the first process we build the modules your team now patches with a spreadsheet or an inbox.
Client record
Every call, quote and agreement in one place, with a name and a date.
Sales stages
Your own stages, with an owner and a next step on every deal.
Quote and contract
The quote is built from the record, and you can see whose desk it is on.
Reminders and tasks
The system speaks up when a callback or a quote has waited too long.
Invoice from an accepted quote
It goes into your invoicing tool without retyping.
Email beside the client
Messages exchanged with a client show on the record, instead of in one colleague's inbox.
80%
of the average software product’s features are rarely or never used. You pay for all of them anyway.
Pendo, 2019: real usage data from 615 software products.
Companies we've built for
What you get with the first sales process
- A step map: how your team sells, and who does what, drawn out
- A written, scheduled proposal for the first sales process
- The first process taken live, with invoicing connected
- Your current client spreadsheet migrated, as a separate line item
- Training for the day you switch over
- Source code, credentials and documentation at handover
Example
At a service company we would start with quote requests: an incoming request lands on a client record, the quote is drafted from there, and the system flags a quote that has sat with someone for too long. The contract register goes into the next stage.
How the first sales process goes live
- Call
Follow where one quote goes
We trace where an enquiry comes from, how many hands it passes through and where it stalls. By the end we tell you which step to start with.
- Scoping
A map of your sales steps, in writing
We map your sales steps and roles, and you get a scheduled, itemised proposal for them. That price holds until the first process is live.
- Build
The first process, through to invoicing
The first sales process is built together with its connection, and your salespeople try it as it grows.
- Live
Switchover, training, the other processes
Switchover day comes with training, and the next process builds on the same client record under its own proposal.
A spreadsheet, a boxed CRM or your own
Most teams start on a spreadsheet or a per-seat CRM, and for a small, standard sales process that is the right answer.
A shared spreadsheet
A boxed CRM
An in-house developer or a freelancer
Brecon
What it costs as sales grows
Nothing while one person keeps it. After that, the cost of the forgotten callbacks.
A monthly fee per seat, and every new salesperson is another line.
A salary or an hourly rate, and the total shows up along the way.
One sum for the first process, and if we slip, the next payment waits.
How closely it follows your steps
You can type anything, and nothing speaks up when a step is missed.
You fit the template’s stages, and the exceptions go to a spreadsheet.
Exactly, for as long as they are the one looking after it.
Built on your steps, and the handover includes the source code, the accounts and the documentation.
Who owns the client data
In one file anyone can overwrite or forward.
You can export the data, the configured process stays behind.
It depends on one sentence in the contract.
It is yours, with the client data in your own database, from the final invoice.
When this is the better choice
For one person handling a few clients.
When your sales process is standard and a few of you use it.
When the CRM changes daily for years and someone directs it.
When several salespeople share the same clients and your steps are your own.
What it costs as sales grows
- Brecon
- One sum for the first process, and if we slip, the next payment waits.
- A shared spreadsheet
- Nothing while one person keeps it. After that, the cost of the forgotten callbacks.
- A boxed CRM
- A monthly fee per seat, and every new salesperson is another line.
- An in-house developer or a freelancer
- A salary or an hourly rate, and the total shows up along the way.
How closely it follows your steps
- Brecon
- Built on your steps, and the handover includes the source code, the accounts and the documentation.
- A shared spreadsheet
- You can type anything, and nothing speaks up when a step is missed.
- A boxed CRM
- You fit the template’s stages, and the exceptions go to a spreadsheet.
- An in-house developer or a freelancer
- Exactly, for as long as they are the one looking after it.
Who owns the client data
- Brecon
- It is yours, with the client data in your own database, from the final invoice.
- A shared spreadsheet
- In one file anyone can overwrite or forward.
- A boxed CRM
- You can export the data, the configured process stays behind.
- An in-house developer or a freelancer
- It depends on one sentence in the contract.
When this is the better choice
- Brecon
- When several salespeople share the same clients and your steps are your own.
- A shared spreadsheet
- For one person handling a few clients.
- A boxed CRM
- When your sales process is standard and a few of you use it.
- An in-house developer or a freelancer
- When the CRM changes daily for years and someone directs it.
Who a custom CRM fits, and who not
This fits you if
- Several of you work with the same clients and cannot see each other’s steps.
- Your sales steps differ from what a ready-made CRM template can do.
- An accepted quote turns into an invoice and a job, and today you carry that across by hand.
We would point you elsewhere if
- Two or three of you sell, with few exceptions. A ready-made CRM costs less, and we will say so on the call.
- For a shared address list, a shared contact book is enough.
If internal approvals or stock are the problem too, that is internal systems development.
How we work
Custom CRM from the first call to switchover
- One fixed price for the first sales process, until it goes live
- Training for the whole team, ready for the day you switch
- The client data and the source code are yours
In writing
Fixed quote after scoping
One sales process end to end, the connection and training included.
How many of you sell, in how many roles, and what must it connect to? Moving the old spreadsheet across is a separate line.
Request a CRM reviewWhat happens after launch
Sales steps change as the company grows, so after handover we keep adjusting the system with the team.
First month
A clean handover, a watched launch
Source code, credentials and documentation in your hands, and we watch the first week with you, measurements included.
Every month
Maintenance that keeps it moving
Updates, fixes, extensions, and an eye on the measurements.
If something breaks
You write, we answer
A first reply within 24 hours on working days, to every enquiry.
Questions before a custom CRM
If only a few of you sell and your process is standard, a ready-made CRM is cheaper and faster, and the review will say so. It tends to run out where the team keeps a spreadsheet beside it because of the template, and where the per-seat fee grows with the team. With your own system, the data and the screens stay with you.
The price list says "Fixed quote after scoping", because the number of processes, roles and connections decides it. After scoping you get a fixed-sum proposal with a schedule for the first process, and that price holds until it is live. Moving your old spreadsheet or system across is quoted as a separate line.
We move it across, as a separate line in the proposal, because the state of the old data decides its cost. We review what is worth keeping first, and decide with the team what comes over.
Where a system is open to integration (Számlázz.hu, Billingo, Google Workspace), we connect it directly. Where it is not, we use a scheduled export, and you can see what went through and what did not.
We set it by role: a salesperson sees their own clients, the manager sees all of them, finance sees the invoices. The first call records the split, and it can change later.
You do. The handover includes the source code, the accounts and the documentation, the client data sits in your own database, and the system keeps running if we step away.
At handover you get a monthly maintenance proposal: updates, fixes, extensions, as new steps or roles come in. The code is yours, so an in-house developer can carry it on.
Let’s follow one real quote through
Three things are enough: how many people sell, where you keep clients today, and which invoicing tool you use.
- 12+ projects deliveredevery one on deadline, in production
- Fixed price and deadlinein writing, and if we slip, the next payment waits
- Reply within 24 hourson working days, to every enquiry