CRM System Development

Organize and automate your company’s workflows and ERP development

Customer Relationship Management systems

CRM system is a software for streamlining your work with clients. CRM app stores data about your buyers and leads from different sources and optimizes workflows at sales, marketing, and customer service departments.

crm на заказ

What tasks CRM solves

CRM helps you to:

Increase brand loyalty

CRM saves a history of interactions with each client. It also helps managers to make sales offers on time and provide personalized service.

Optimize marketing

The system collects information about your target audience, helps you understand clients’ needs deeper, and finetune targeted ad campaigns based on accurate data.

Cut expenses

CRM system automates order processing and proposal preparation. Let sales reps sell—not fill out forms or look for papers.

Improve collaboration

CRM improves communication between departments and keeps track of how well employees meet their KPIs. The system will help you to transit your team to remote work without any loss of productivity.

Boost revenue

Each CRM software module is designed to help you grow profits by acquiring new customers, increasing conversion and average order value, raising retention and LTV (lifetime value).

“Love Story” CRM

Customer relations and HR management system


  • To automate the company’s key workflows.
  • To set up remote teamwork on a single cloud-based platform.

What we did

To accomplish the task, we divided the web app into several main categories: customer database, workers’ performance reports, general management (calendar, tasks, training), and some extra sections.

CRM for “Sribna Rosa”

Workflow automation for water delivery company


To speed up the order fulfillment—from receiving a call to product shipment


To achieve the goal, we:

  • Designed a CRM module for a one-click order repeat. Now customers don’t have to re-enter their address and data.
  • Connected the VoIP phone. When a client calls, a card with info about him automatically pops up. In 95% of cases, the operator only has to press the “reorder” button.
  • Built a website with a personal account for ordering online. These orders automatically go to the logistics department, removing the operator from the chain.

CRM implementation steps



Setting strategic SMART goals. E.g., “to cut the churn rate by 15% in 6 months.”



Customer database import. Integration with other software your company uses.


Setting up

Creating roles with different permission sets: admin, department supervisor, user, etc.


Connecting communication channels

Connecting email, VoIP, social media, and messengers. Turning your CRM into the heart of omnichannel communication with clients.


Final adjustments

Setting up reports, dashboards, input fields, and customer scoring options.


Assigning the person in charge

Let your employees know who to go to with questions and suggestions.

What CRM software is the best for you

It depends on your business’ turnover, security demands, and the level of customization.

But the rule of thumb is that off-the-shelf solutions are a good choice for small business. Medium and large companies should opt for custom CRM development (or any other automation system).

While growing, your business develops its own unique set of complex processes that are hard to capture in a turnkey app.

crm система

Cons of ready-made solutions

They’re generic

You can’t tailor a standard CRM to all the workflows in your company. Often, even after the system is in place, you still have to manually work in Excel, coordinate actions or upload documents. As a result, CRM only complicates things.

They’re redundant

You pay for the standard package of tools, regardless of whether you use all of them or not. Bespoke CRM will only have the features you really need. Hence, the custom app is lighter, faster, and overall better for users.

They’re hard to adjust

Large SaaS systems vendors won’t bother with making and adjusting modules specifically for you. I.e., if you want to automate a payroll or draw up a sales strategy, you need your own software, built from the ground up.

You depend on one vendor

You rely entirely on the CRM provider and don’t get full control over the software and accumulated databases.

Limited integration

In theory, you can synchronize a ready-made solution with other services. But you have to pay for this separately, and the list of apps for integration is limited to the most popular options only.


It’s easier for cybercriminals to find and exploit the vulnerabilities of the popular CRM applications.

Paid subscription

Most CRM vendors provide their software by subscription. You'll have to pay for it every month. And the bill increases with the growth of the client base and the number of users.


Consultation, configuration, and support take place remotely and are often not included in the pricing plan. In contrast, a custom contractor provides specialists to personally train your employees to work with new software.

Hidden fees

Some CRM companies aren’t fully transparent about the whole list of services they won’t provide you for free. Read the user agreement carefully to avoid unexpected charges, like when going over the storage limit and so on.

Sign up for a consultation with a business analyst

We’ll help you figure out what solution is best for your business and what features will help your sales department reach its full potential. Let’s make a great CRM implementation plan tailored for you.

CRM development process

1. Diving into your business

We start by researching your industry, target market, and your company’s business processes. Then we interview the future users of the system: your executives, marketers, and sales reps.

2. Setting objectives and writing specs

We analyze the data obtained at the first stage, identify your business problems and ways to solve them. After that, we draw up a list of priority tasks, write the requirements specification and assign a project team.

3. Designing UI and prototyping

We make the UI mock-ups and show them to you for approval. If you have any suggestions, we adjust the prototype until it perfectly suits your needs.

4. Coding and testing

Our developers work on the frontend and backend parts of the project in parallel. QA engineers cooperate closely with programmers to ensure the quality of every component of the system.

5. Integration into your workflows

We migrate your CRM to the cloud hosting or your own server, sync it with your enterprise software, connect the email, VoIP, and other communication channels. Train your staff.

6. Tweaking and fine-tuning

After collecting feedback on how your employees use the new system, we figure out how to improve the UI, UX, and functionality. This helps us fully optimize your CRM.

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Expect to rebuild your project over and over. To build a good house, you need a plan. To build a good CRM, you need a requirements specification document.


Thank you for your interest!

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