A CRM System Built Around Your Sales Process

Stop adapting to off-the-shelf CRMs. Get a custom-built system with pipelines, contacts, and reporting tailored to how your team actually works.

Project type: CRM System

Key Features

  • Contact & Company Management: Centralized records for contacts and companies with custom fields, tags, and relationship mapping.
  • Deal Pipeline: Drag-and-drop Kanban board for tracking deals through customizable stages with win probability.
  • Activity Tracking: Log calls, emails, meetings, and notes against contacts with a full timeline view.
  • Reporting & Forecasting: Visual dashboards showing pipeline value, conversion rates, team performance, and revenue forecasts.
  • Email Integration: Send and track emails directly from the CRM with open and click tracking for outreach campaigns.

Estimate

Hours: 110 - 180 hrs | Cost: $220 - $360 | Timeline: 5–7 days

Tech Stack

  • React: Frontend
  • Node.js: Backend
  • PostgreSQL: Database
  • Redis: Caching
  • SendGrid: Email

Milestones

  1. Discovery & Design (15%): Map your sales process, define pipeline stages, and design the UI for key workflows.
    • Sales process documentation
    • Pipeline stage definitions
    • UI mockups for core views
    • Database schema
  2. Contacts & Pipeline (35%): Build contact management, company records, and the drag-and-drop deal pipeline.
    • Contact and company CRUD
    • Custom fields and tagging
    • Kanban deal pipeline
    • Search and filtering
  3. Activities & Reporting (35%): Implement activity logging, email integration, and reporting dashboards.
    • Activity timeline
    • Email send and tracking
    • Pipeline and conversion reports
    • Export to CSV
  4. QA & Launch (15%): Test all workflows, import existing data, and deploy to production.
    • End-to-end workflow tests
    • Data import tooling
    • Production deployment
    • User training documentation

Frequently Asked Questions

Can I import contacts from my current CRM?
Yes. We build a CSV import tool as part of the project, and can create custom import scripts for specific platforms like HubSpot or Salesforce.
Does the CRM support multiple sales teams?
Yes. The system supports team-based access controls so each team sees their own pipeline while managers get an aggregated view.
Can I customize the pipeline stages?
Pipeline stages are fully configurable through the admin settings. You can add, rename, reorder, and remove stages at any time.