Public website · Selected work
Vakmangids
CV Infotech delivered CRM, app and website enhancements for Vakmangids, including forms, WhatsApp integration, VAT verification and query optimization.
Explore Vakmangids →For sales teams with workflows standard tools cannot fit
Custom CRM Development Services
Build a CRM around the way your sales team works.
CV Infotech develops bespoke CRM software for internal lead and sales operations. Compare a custom build with your existing tools, then scope the records, responsibilities and approvals your team needs for a working first release.
Bring one sales workflow your current tools cannot support well.
Selected work · Vakmangids
Vakmangids
CV Infotech delivered CRM, app and website enhancements for Vakmangids, including forms, WhatsApp integration, VAT verification and query optimization.
Relevant published work
Lead-management workflows we have worked on
Public project referenceCV Infotech delivered CRM enhancements for Vakmangids, a contractor lead-generation platform. We also developed UltimaBot, whose public product combines chat, email and voice with shared lead-management workflows.
Explore Vakmangids →Explore UltimaBot →
Public website · Selected work
UltimaBot
CV Infotech developed UltimaBot, an AI communication platform bringing website chatbots, email campaigns and voice agents into shared lead-management workflows.
Explore UltimaBot →Plan your project
Custom CRM or an existing platform?
A spreadsheet may be difficult to maintain, but that alone does not justify developing a new CRM. An established platform may already handle your contacts, pipeline, reminders and reporting with less implementation work.
Custom development becomes worth investigating when a critical process does not fit: your records have unusual relationships, a deal moves through business-specific approvals, different teams need tightly controlled views, or staff repeatedly re-enter information to complete the same task.
Bring those exceptions to the first conversation. We can examine whether they call for configuration, an integration or a bespoke application. The aim is to make the work easier to manage, with a clear reason for each piece of software you commission.
Plan your project
Map the sales workflow before designing the CRM
What starts the work? Who takes responsibility? What must happen before an opportunity can move forward? What does a manager need to know without asking everyone for an update?
We map one representative workflow using your actual stages and terms, including exceptions such as a duplicate enquiry, a reassigned account or a record that must return to an earlier stage.
From that map, we define the first release. It may cover one team or one sales process rather than replacing every business system at once. The first release should support a complete working sequence.
Map a lead through your sales process
Use your team’s actual stages and exceptions to define the first complete workflow.
- 01Capture and match
Create the right contact, company and enquiry records while checking for duplicates.
- 02Assign responsibility
Give an owner the next action and only the access needed for their role.
- 03Progress or return
Validate required fields and approvals, including reassignment and movement back to an earlier stage.
- 04Report and export
Show useful operational views and preserve agreed record relationships when information leaves the system.
Illustrative workflow for scoping. The final stages and responsibilities depend on your project.
The agreed scope
CRM features shaped around your records and roles
Records and relationships
We agree what a contact, company, lead or opportunity means in your business. Required fields, record relationships and duplicate-handling rules become part of the data model. This matters when one customer has several locations, several contacts influence a sale, or multiple enquiries refer to the same opportunity.
Stages, ownership and next actions
A pipeline needs rules behind its labels. We define who owns each record, which transitions are allowed, what information is required at a stage and how the next action is recorded. Tasks, reminders and reassignment can be included where they support the agreed workflow.
Access for different roles
Sales staff, managers and administrators may need different visibility and editing rights. We scope permissions at the level the process requires, then test them with representative accounts. Access rules should be explicit rather than inferred from a screen's layout.
Reports that answer operating questions
Which opportunities have no next action? Where is work waiting? Which records are missing information needed for a decision? We define reports around agreed questions and the underlying data.
Plan your project
Plan CRM data migration and reconciliation
Migration starts with a sample of your current data and a decision about what belongs in the new system. Old spreadsheets may contain inconsistent stage names, overlapping contacts and fields that no longer serve a purpose.
The migration scope identifies source fields, target fields, transformation rules and exceptions requiring your team's decision. A trial import gives you an opportunity to review the result before the final transfer.
We agree acceptance checks for record counts, representative relationships and the exception list. We also agree how changes made during the transition are handled, rather than assuming the source data will stop changing while the new system is being built.
Plan your project
Connect the systems your CRM depends on
Your CRM may need information from a website, email tool or another business application. Each connection needs a defined purpose, data owner and failure path. We establish what should be created or updated, how duplicates are handled and what staff see when a transfer does not complete.
If your existing CRM is suitable and the problem is moving information between systems, custom API integration services may be the better fit. Building a replacement CRM is a separate decision.
Plan your project
Test the sales workflow and prepare for handover
We define screens, roles, data fields, workflows, imports, integrations and reports in the written scope. We use those decisions to agree testable outcomes, such as whether an unauthorised user is prevented from editing a record, a required field blocks an invalid transition, or an imported contact retains its relationship to the correct company.
Your staff review the system using representative scenarios. Before launch, we agree release responsibilities, user guidance, export requirements and the support needed after handover. Hosting, third-party licences and ongoing changes should be visible in the proposal.
The estimate depends on workflow complexity, data condition, permissions and integrations. Agreeing those details creates a more useful proposal than pricing a generic list of CRM features.
Explore your starting point
Compare the route before commissioning a CRM
Start with the constraint in your current tools, rather than a generic feature list.
Which situation best describes your team?
Illustrative scoping guide. Each choice reveals a fixed checklist; it does not inspect your systems, calculate a score or estimate a quote.
Before you start
Custom CRM development questions
Can we keep our existing website?
Yes, that can be part of the approach. A separate internal application can coexist with a public website. Any exchange of enquiries or customer information needs its own agreed scope and access arrangements.
Can we build around an existing CRM instead?
That should be considered first where the platform already meets most requirements. Share which parts work and which create recurring problems so the assessment can compare configuration, extensions and custom development.
Will staff be able to export their information?
Export requirements should be specified before development, including formats, permissions and record relationships. Discuss how you would recover or move your information if your operating needs change later.
Is this a ready-made CRM subscription?
No. This is a custom development engagement. The proposal defines what will be built, how you will review it and the ongoing responsibilities associated with operating your system.
What affects custom CRM development cost and timing?
Workflow complexity, user roles, data quality, imports and integrations determine the scope. Start with one complete sales process and identify what can wait. Hosting, third-party licences and ongoing support should be listed separately in the proposal.
Start with a focused conversation
Show us the process your current tools cannot handle
Share your current tools, team roles and one workflow that requires repeated manual work. Include approximate record volumes, required connections and your intended rollout constraints.
We can use that context to discuss whether a custom CRM is justified and what a useful first release should contain.
Which tools do you use today?Which workflow does not fit?Who will use the system and what do they need to do?
Map my CRM requirements