Custom software and CRM
When off-the-shelf software gets in the way, we build the system your business needs.
Who it’s for
For teams running on spreadsheets, chat threads and tools that do not talk to each other.
Your team sees every client, task and payment in one place.
What’s included
- Custom CRM systems
- CRM systems for immigration consultancies
- Client portals and intake forms
- Sales pipelines and renewals tracking
- Team, leave and payment reporting
- Automatic reminders
- Ongoing improvements as you grow
See how a CRM runs your sales
Follow one lead from first enquiry to won deal. Everything your team does is recorded in one place.
New
Contacted
Quotation
Won
Sara K. activity
New lead from WhatsApp
Example for illustration, using sample names.
What we handle for you
Built around your process
Stages, fields and permissions follow how your business really works.
Immigration and consultancy CRM
Track files, documents, stages and renewals for each client.
Reports you can trust
See leads, follow-ups, collections and team performance at a glance.
Connected to your tools
Link WhatsApp, forms, email and ad leads so nobody types the same thing twice.
Common questions
When do I need a custom CRM?
When your team tracks clients in spreadsheets and chat threads, or when off-the-shelf tools do not fit your process.
Can you add features later?
Yes. We keep improving the system as your business grows.
Helpful guides
What is a custom CRM, and how does it help your business?
A custom CRM is software built around your sales and service process. Learn how it works and how it compares with off-the-shelf tools.
Five signs your business needs a custom CRM
Spreadsheets work until they don't. Here are five signs that it's time for a CRM built around your business.
Related services
Ready to talk about custom software and crm?
Contact us