Customer context is scattered
Conversations live in email, quotes in folders and next actions in spreadsheets. Finding a complete customer history becomes difficult.
Custom CRM
A custom CRM built around your sales process.
Bring prospects, customers and conversations into a CRM that matches your sales stages. Crealytic designs sales workflows, integrations and data migration around the work your team actually does.
Application image · Custom CRM
Problems to solve
Your pipeline does not fit your business
Sales stages, assignment rules or customer types require workarounds. We define the records and responsibilities your team needs.
A scope that fits your business
Contacts and customer history
Connect customers, contacts, conversations and documents through shared records.
Pipeline and ownership
Sales stages, inquiry assignment and next actions tailored to your organization.
Follow-ups and quotes
Document preparation, reminders and follow-up rules with human approval where needed.
Sales visibility
Team views and indicators based on data whose quality can be checked.
Example workflow
An illustrative scenario to adapt to your business rules.
- 01Customer inquiry
- 02Centralized record and context
- 03Assigned sales owner
- 04Follow-up under a defined rule
Prepare a realistic implementation
Prepare the migration
Identify sources, clean duplicates and agree field mappings. Test a sample import before switching systems.
Connect existing tools
Check APIs, access rights and limits of email, billing and marketing tools before agreeing integrations.
Validate with users
Test permissions, sales stages and exceptions with the team. Plan onboarding and exports.
Projects related to this need
Project image · KitchPad · Restaurant CRM
Case study
KitchPad · Restaurant CRM
Multichannel bookings and scattered customer context.
A design connecting reservations, tables, customers and communications in one business workflow.
Read the case studyCommon questions
Do we need to replace our current CRM?
Not necessarily. We assess its data model, limitations and integration options. An adaptation or additional module may be enough.
Can you migrate our contacts and history?
Migration depends on available formats and data quality. We specify the fields, attachments and history included, then validate a test migration.
How much does custom CRM development cost?
Cost depends on workflows, users, integrations and migration. We estimate a first scope after understanding your needs.
How are sales access permissions handled?
We agree roles and visibility rules with you: assigned records, team access, administration and exports. These are included in validation scenarios.
Prepare your project
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Define a useful first scope
Tell us how you work now and what you want to improve. You do not need a detailed specification to get started.