I build custom CRM systems where your team can manage customers, deals, tasks, and access permissions around your actual sales process. This service fits businesses whose current CRM or spreadsheets no longer support how information is collected, assigned, and updated.

You can hire me to replace a manual workflow or build the functionality missing from your existing tools. Staff get the records and actions relevant to their role, while managers can track deal progress, responsibilities, and agreed reporting metrics.

What’s included:

Workflow mapping and agreed functional requirements

Customer and company records with the fields your team needs

Deal stages, tasks, and assigned responsibilities

User roles and access permissions

Reports and dashboards for agreed metrics

Email or other business-tool integrations where agreed

Testing, source code, deployment configuration, and technical handover

Before development, we’ll define where customer data comes from, who can change it, and what should happen at each stage. If you’re replacing an existing system, we’ll also review whether data migration needs to be included.

Send me your current workflow, the tools or spreadsheets you use, and the limitations you want to resolve. Include an example of how a customer moves from first enquiry to a completed deal so we can define the scope and next steps.