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CUSTOM CRM

A CRM that follows your sales process.

Lead management, pipelines and follow-up automation designed around how your team actually sells.

What is DEVDUO's Custom CRM service?

Lead management, pipelines and follow-up automation designed around how your team actually sells. We build a CRM with the stages, fields and roles your team uses, then connect it to email, messaging and accounting so data is entered once. Capabilities include lead management, sales pipeline, customer database.

app / crm / pipeline
Custom CRM dashboard and sales pipeline
Illustrative interface with sample data.
BUSINESS CHALLENGES

Where teams get stuck.

Leads scattered across spreadsheets and chats.
Follow-ups missed because nothing reminds the team.
No clear view of pipeline value.
SOLUTION OVERVIEW

What we build.

We build a CRM with the stages, fields and roles your team uses, then connect it to email, messaging and accounting so data is entered once.

KEY CAPABILITIES

Everything the system needs to do.

Lead management
Capture and assign leads.
Sales pipeline
Stages that match your process.
Customer database
One record per customer.
Follow-up automation
Reminders and sequences.
Analytics
Pipeline and team reports.
User roles
Control who sees what.
INTEGRATIONSEmailWhatsAppAccountingCalendarThird-party APIs
IMPLEMENTATION PROCESS

From first call to launch.

01
Discover
Goals, users and constraints.
02
Design
Flows and interface.
03
Build
Iterative development.
04
Launch
Deploy and validate.
05
Support
Maintain and improve.
FAQ

Common questions.

Yes. We migrate data from spreadsheets or your current tool.

Yes. Role-based access is part of the build.

Yes, through integrations scoped during discovery.

Give your sales team a system built for them.

Tell us what your business needs. We'll scope it with you.

Start Your Project