Custom CRM development
We build a CRM organised the way your sales team works, with your territories, your products and your sales stages. Every request reaches the right salesperson, and every follow-up goes out on time.
What we build
- 01
Accounts and contacts
Every client with their history, contacts, documents and conversations.
- 02
Opportunities and pipeline
Open deals by stage, by territory and by salesperson, with forecasts.
- 03
Lead assignment
Requests reach the right salesperson, following your territory and product rules.
- 04
Follow-ups and tasks
Reminders schedule themselves, and no request goes unanswered.
- 05
Dashboards
Sales, forecasts and each team’s activity, kept up to date.
- 06
Connected to your tools
Your website, your e-mail, your ERP and your invoicing, with no double entry.
Already delivered
Domini TeamIn your sector
Frequently asked questions
Why a custom CRM rather than off-the-shelf software?
A custom CRM follows the way you sell, your territories and your products. Your teams feel at home in it from day one.
Can you bring over the data from our current CRM?
Yes. We bring over your accounts, your contacts and your history, and we check every import with you.
Can the CRM connect to our website and our ERP?
Yes. Requests from the website arrive in the CRM, and orders and invoices from the ERP appear in it.
Can our salespeople use it in the field?
Yes. The CRM works on phones and can be installed like an app.