CRMS, Executive Sales CRM
A full sales CRM covering the executive view, deals, leads and pipeline: every stage of the funnel, with the dashboards and drill-downs a sales lead needs to run a week.
CRM Development Portfolio
Custom CRM development across sales, HR, fleet and finance: pipelines, records, scheduling and reporting, built as the screens a team actually lives in. Hover any card to walk through its pages.
- Custom Pipelines
- Data Migration
- Lead Routing
- Follow-Up Automation
- Customer Portals
Selected work
CRM & Dashboard Systems We Have Built
Every system below was built around an existing process rather than a template, then migrated, integrated and handed over in full.
NexLink, CRM Admin Dashboard
A CRM admin suite spanning sales, finance, deals and customers, with a component library, chart-driven reporting and a right-to-left build alongside the default.
Jampack, CRM & Project Workspace
A combined CRM and delivery workspace: contact records, a drag-and-drop deal pipeline, project boards and invoicing in one place instead of three tools.
Manez, HRM & CRM Platform
A dual HR and CRM platform: employee records, attendance, payroll and leave on one side, leads and deals on the other, sharing a single company directory.
Taxi CRM, Fleet Booking System
A dispatch CRM for a taxi operation: booking intake, vehicle availability, driver allocation, zone and fare masters, and payment collection across the fleet.
SmartHR, HR & Recruitment CRM
An HR operations system covering recruitment, attendance, payroll and asset management, with per-function dashboards so each team lands on numbers that matter to them.
Vela, Analytics & CRM Dashboards
A dashboard system with purpose-built views for CRM, sales, finance, ecommerce and logistics, sharing one design language and one reporting layer underneath.
Dreams ERP, ERP & CRM Suite
An ERP built around a CRM core, joining customers and deals to inventory, procurement, POS and finance, so a sale updates stock and ledgers in the same motion.
A selection of crm development work. Detailed case studies, metrics and references are shared on request.
Methodology
Our Approach
The methodology behind every engagement, from first workshop to the retainer that follows launch.
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01
Pipeline Mapping
We sit with the people doing the work and map the real stages, the decision points and the places records currently go to die.
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02
Data Model
We design the objects, fields, relationships and permissions around your business, including custom data your CRM actually needs.
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03
Migration Dry Run
Your data extracted, deduplicated and loaded into staging, with a field-level reconciliation report you sign off before anything is final.
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04
Build & Automate
Pipelines, views, dashboards, routing rules and follow-up sequences built, with integrations wired in as they are needed.
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05
Parallel Running
The new system runs alongside the old one for a full cycle, so nothing is lost and confidence is earned before cutover.
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06
Adoption & Iterate
Team onboarding, weekly active use measured for real, and the friction found in the first month fixed rather than trained around.
Common challenges
Ready To Trust Your Own Pipeline?
The problems clients usually arrive with, and how each one gets handled.
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Nobody keeps the CRM updated.
Because it asks for work it could do itself. Email, calls, meetings and form submissions get logged automatically, and mandatory fields are cut to the ones that change a decision.
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Our data is a mess.
That is the migration, and it is where most of our care goes. Extraction, deduplication and field-level reconciliation against the source, with a report you sign off.
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Should we build or configure?
Configure when your process is close to standard. Build when the platform forces you to misrepresent your model or licence cost scales badly. We will say which after the mapping session.
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It has to work with our other tools.
Two-way sync with finance, support, marketing and your website is standard, and we build middleware where a system has no usable API.
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What happens to the old system?
It stays available read-only until you are confident. Cutover happens after a full cycle of parallel running, not on a date chosen in advance.
Ready To Trust Your Own Pipeline?
Show us your current CRM, or the spreadsheet standing in for one. We will map the process, price the fix and tell you honestly whether a rebuild is warranted.