For when spreadsheets and generic CRMs are no longer enough
Custom CRM development built around how you actually sell
A custom CRM is a customer tracking system built around the way your company sells: your stages, your fields, your rules and your reports. You describe how you work today and receive an estimate with concrete figures by email, with no sales calls or meetings.
Quote my CRMLet us be upfront: a well-known off-the-shelf CRM works very well for many businesses, and if yours fits in one, you should probably use it. Building your own makes sense when the generic product forces you to work against your process, when you need to connect it to other tools you already use, or when you pay for dozens of features and use three.
We are your technology partner, not a license vendor. We build web applications and desktop software of moderate size, and the resulting system is yours. More than 500 projects delivered over our history have taught us that a useful CRM is the one your team actually opens every morning, which is why we start by understanding how you sell, not with a list of modules.
When an off-the-shelf CRM is enough, and when it is not
An off-the-shelf CRM is enough if your process is standard: you capture contacts, qualify them, send a proposal and close. If your team is small and basic reports serve you, starting with an existing tool is faster and cheaper. We will not sell you a build you do not need.
Building your own starts to pay off when you have sales stages the product does not support, when your team keeps a parallel spreadsheet because the CRM does not store what you need, or when role permissions, approvals or calculations specific to your business fit no plan.
What a custom customer tracking system includes
The usual core is one place for contacts and companies, the history of every conversation, follow-up tasks with a due date and an owner, and a board showing your pipeline. Stages are named the way your team names them and fields are the ones you really use, no more and no fewer.
Reports come from your own data: sales by stage, overdue follow-ups, performance per person or per contact source. If you need exports to a spreadsheet or email alerts, those go into the estimate as well.
Integrations with the tools you already use
An isolated CRM becomes yet another island of data. That is why it connects to what already works in your company: your website form, your email, your invoicing or an internal application. A contact is entered once and shows up wherever it is needed.
Each integration is spelled out in the estimate so you know what is included. If a connection depends on a third-party service, we tell you before starting. We do not build mobile apps; the system runs in the browser and, if you need it, as desktop software.
How we work and how quickly it starts
You describe your process in your own words and receive an estimate by email in minutes. We work with credit packages and work begins once the first package is paid, starting at $899 USD for 60,000 credits. You see progress in the client portal while it is built.
What is delivered carries a 30-day warranty. Afterwards, changes are requested from the portal and paid with credits that do not expire. Basic hosting is included for up to one year, with daily backups and Cloudflare in front of your system.
Questions about custom CRM development
When is a custom CRM better than an off-the-shelf one?
When your sales process does not fit the generic product, you need specific integrations, or you keep data in parallel spreadsheets. If an off-the-shelf CRM already covers what you do, using it is a sound decision.
Can you migrate data from my spreadsheet or current CRM?
Yes. Tell us what format your data is in and the migration is included in the estimate, so your team does not start from scratch.
Can I change the system after delivery?
Yes. You request the change from the client portal and pay with credits, which do not expire. The system grows with you instead of staying frozen.
Does it include a mobile app?
No. We build web applications and desktop software. The CRM is used from the browser, including on a phone, but not as an installable mobile app.
Who owns my customers' data?
You do. The personal data the system handles is your responsibility as data controller, and Masterweb acts as processor. The details are in the privacy policy.