SV-42 / SERVICES
Make your CRM fit your business, not the other way round
Out-of-the-box CRMs are generic. Most businesses have their own stages, product structures, approval rules and reporting needs.
Out-of-the-box CRMs are generic. Most businesses have their own stages, product structures, approval rules and reporting needs. Customisation shapes the system around them, so staff are not forced into awkward workarounds or duplicate spreadsheets.
What’s included
- Custom objects, properties, record types and relationships
- Tailored pipelines, stages, validation rules and approval flows
- Custom dashboards, reports and forecasting views
- Quote, proposal and contract generation
- Custom user interfaces, cards and apps inside the CRM
- Role-based permissions and data visibility rules
- Clean-up and simplification of over-complicated existing configurations
Best for
Businesses whose CRM no longer matches their process, and teams with complex products, long sales cycles or regulated workflows.
How we work
- Review how the CRM is used today. 2) Design the changes. 3) Build and test in a sandbox. 4) Release with training.
What you receive
Customised CRM, documentation of changes, updated reports and training.
The result
A CRM that mirrors your process and gives managers the visibility they need.
Frequently asked questions
Will customisation make upgrades difficult?
We use supported methods and keep customisations modular, to minimise upgrade risk.
Can we customise HubSpot or Salesforce?
Yes, both offer extensive customisation options, and we also work with other platforms.