Manage your customers, leads, proposals and more – in a way that makes sense for your business.

Managing customer relationships is essential to every business, but every business does it differently. Not only do you need to keep track of progress through your unique customer lifecycle, you also need to ensure you are optimising each lifecycle stage. 

There’s a plethora of choice when it comes to finding CRM software for your business. But most of these pre-built systems can leave you feeling boxed in when managing your leads and customers.

Custom CRM System

With our software, you can build a custom CRM that suits your business. Forget tweaking your processes to fit the system; start tweaking the systems to fit you. 

Building a customised CRM system from scratch can seem a bit daunting, which is why our Custom CRM Template is a good place to start. 

Using this template, you can manage your customers from start to finish through your sales pipeline.

Custom CRM system
Custom CRM system - calendar

Customising the CRM template

There’s a whole host of options for customising this CRM template. You can customise:

  • Users and access
  • Emails
  • Workflows
  • Automations

User functions

Custom CRM system - form to update proposal