A custom CRM is not always the right answer. For many SMEs a subscription CRM is enough. A custom CRM pays off when you have an agent network with territories and assigned customers, offers that depend on complex price lists, customer data that must stay aligned with the ERP, or a CRM that is part of a wider process such as repairs or after-sales. Often the best option is in between: keep your CRM and build the missing piece around it via API, as we did for Pulltex.
Custom software
Custom CRM for SMEs and sales networks
We build a custom CRM for SMEs and sales agent networks when subscription CRMs do not follow the sales process: customers assigned to agents, offers and pro-forma invoices in a few clicks, special price lists and terms, connections to ERP, HubSpot and invoicing. We work in two-week sprints and you own the code. You get a quote after a free analysis.
Book a 30-minute call
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Custom or subscription?
What your CRM can do
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Customers and agents
Complete records, customer-agent assignment, history of contacts, orders and deals.
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Offers and pro-forma
Generated in a few clicks from records and price lists.
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Integrations
HubSpot, ERP, e-invoicing, e-commerce: see integrations.
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AI where useful
An assistant on sales data: see AI agents.
Two CRMs we built
Pulltex: sales network and HubSpot. A web application connected both ways to HubSpot, where agents create pro-forma invoices in a few clicks; time to create and send one fell by 70%. Read the Pulltex case.
Aurelia Hub: CRM for jewellers. Purchase history, anniversaries, repairs and communications for every customer, inside the software we develop for the German market. Read the Aurelia Hub case.
Tell us how your network sells
Message us on WhatsApp: we will tell you whether you need a custom CRM or better connections.
Frequently asked questions
When is a custom CRM better than HubSpot or Salesforce?
With agent networks and special rules, offers based on complex price lists, or CRM and ERP that must stay aligned.
Can I keep HubSpot and add what is missing?
Yes, and it is often the best choice, as with Pulltex.
Who owns the data and code?
You do.