Services

Custom CRM development

A system for clients, sales and processes, shaped around how you actually work, with integrations into accounting and email.

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A CRM system is a tool that holds the full history of each client: enquiry, conversations, quotes, contracts and payments. A custom CRM differs from an off-the-shelf one in that its stages, fields and rules mirror the company's real sales process rather than a generic template.

What a process-driven CRM means

In ready-made systems the process usually looks like this: contact, deal, stage, closed. In reality, between the enquiry and the payment there are supplier bookings, approvals from several people, deposits and documents. A custom CRM names those steps directly, so a sales manager does not have to keep half the process in their head or in a separate spreadsheet.

What it usually includes

Enquiry capture: from the website form, email or phone, with no retyping.
Quote preparation: templates, pricing logic, versions.
Contracts and signing: generated from data, with electronic signatures.
Payment tracking: deposits, balances, reminders.
Management metrics: pipeline, conversion rates and margin in real time.

Integrations

A CRM is only worth as much as its connections to the rest of the company. The most common links are accounting software, email, calendar, online store and document signing services. More on this in integrations and automation.

Where CRM turns into business management

Once production, warehousing or resource planning enter the system, it is no longer CRM territory. In that case, see business management systems.

Off-the-shelf CRM vs custom CRM

Criterion	Off-the-shelf CRM	Custom CRM
Time to launch	A few days	Weeks or months
Cost	Monthly fee for every user	One-off investment plus maintenance
Process fit	Standard pipeline	Your stages and rules
Fields and logic	Limited customisation	No limitations
Integrations	From the vendor catalogue	Any system with an API
Data control	In the vendor cloud	On a server of your choice
Number of users	Every new user costs more	No effect on price

FAQ

Frequently asked questions

How is a custom CRM different from Pipedrive or HubSpot?

An off-the-shelf CRM offers a standard sales pipeline and expects you to adapt to it. A custom CRM is built around your actual process: if you have five stages between enquiry and contract, each with a different owner, the system will look exactly like that rather than a generic kanban board.

When should a company switch from an off-the-shelf CRM to a custom one?

When sales managers duplicate data in spreadsheets because the CRM does not cover part of the process; when licence costs outweigh the benefit; when you need an integration the platform does not allow; or when sales are inseparable from production or logistics, which ready-made CRM products do not cover.

Can we migrate data from our current CRM?

Yes. Migration is a separate stage of the work: we extract the data, clean up duplicates, map the fields and transfer everything with verification. The old system usually runs in parallel for a while.

Which accounting systems can a custom CRM integrate with?

Any system with an API or a file exchange interface, for example Lithuanian accounting systems such as B1, Rivilė, Directo or Agnum. The integration principle is similar for all of them, so connecting a new system is not a challenge in itself. If there is no API, we use an intermediate data exchange layer.

Will the CRM work on a phone?

Yes. The interface is responsive, so it works in the browser on any device. If a specific field work scenario is needed, we build a separate simplified view for it.

How many users can work in the system?

There is no technical limit and no per-user fee. The number of users only affects server capacity, not licence costs.