database / capability detail
Custom CRM
A customer and job management system shaped around how your team actually works.
- Starting at
- $1,800
- Typical timeline
- 6-10 weeks
The brief
Built around the work, not the software.
Replace scattered spreadsheets, inboxes, and notes with a focused CRM for leads, customers, jobs, and follow-ups. I map your current process first, then build the screens and data model around the information your team needs while quoting, scheduling, and completing work.
A custom CRM can stay intentionally small and practical, with permissions, search, activity history, and integrations added where they remove real friction. It gives your business a shared source of truth without forcing your team into software designed for another industry.
What changes
A clearer next move.
- A shared view of customer and job information
- Fewer missed follow-ups between enquiry and completion
- A workflow that reflects your team instead of generic CRM assumptions
Included
The capability, in working parts.
- Lead, customer, and job data models
- React dashboards with TypeScript workflows
- NestJS and Node.js API development
- PostgreSQL or MongoDB persistence
- Role-aware views and activity history
The route
A small process with visible decisions.
- 01
Map the current reality
We clarify the people, information, and recurring friction behind the request before choosing a technical shape.
- 02
Build the useful path
The first release concentrates on the workflow that creates value now, with room for the next sensible improvement.
- 03
Handoff without mystery
You get a clear walkthrough, maintainable foundations, and the context needed to keep the work moving after launch.
Questions, answered
Before we make it real.
Can the CRM follow our existing quoting process?
Yes. We can model the stages, fields, and handoffs your team already uses, then simplify the parts that slow you down.
Do we need to migrate our old customer records?
Migration can be included when the existing data is usable. I will first review its structure and agree on a safe import approach.
Can different staff see different information?
Yes. Role-aware access can keep sensitive information limited while giving each person the tools needed for their work.