Lead pipeline
sources, stages, responsible managers and status history
CoreLab / CRM development
Custom CRM development and client portals
Custom CRM and client portal development for service businesses: leads, clients, orders, roles, statuses, reports, integrations and AI assistants.
from $4,000from 5 weeksCRMClient portalAdmin panelRolesReports
A custom CRM is useful when spreadsheets, messengers and generic tools no longer match your process. We build systems around your real leads, clients, orders, statuses and team roles.
Decision signals
CRM modules
Client portal
requests, documents, payments and communication history
Team roles
admins, managers, operators, contractors and clients
Automation
notifications, reports, reminders and AI summaries
How we work
01 / Process
CRM should match how your team actually works
We map the current workflow before building screens. This prevents the CRM from becoming another place where managers duplicate work.
lead sources and qualification rules
client profiles, orders and documents
responsible users, permissions and comments
reports and metrics for owners or managers
02 / Integrations
Connect CRM with the channels that bring work
A useful CRM receives leads from websites, landing pages, Telegram, email, marketplace traffic or API integrations and keeps the full context in one place.
website forms and landing pages
Telegram, email and notification channels
payment, document or map services
AI summaries and classification for incoming requests
03 / Launch
Start with the smallest system your team can use daily
The first version should reduce manual chaos immediately. Additional reports, automations and portals can be added after real usage data appears.
core lead and client records
admin panel with safe editing flows
import or migration from existing data
training notes and support after launch
Good fit
When custom CRM beats a generic tool
Custom CRM makes sense when your process is specific enough that generic software forces workarounds and manual duplication.
your team tracks work in several disconnected places
you need custom statuses, roles or permissions
you want a client portal connected to operations
AI summaries or automation can save manager time
FAQ
FAQ
Can you replace spreadsheets with a CRM?
Yes. We can start by mapping the spreadsheet fields, user roles and workflow, then build the CRM around the real process.
Can clients log in and see their requests?
Yes. A client portal can be part of the same system, with requests, documents, payments, messages and status history.
Can AI help inside the CRM?
Yes. Common AI features include request summaries, classification, next-step suggestions, knowledge-base search and draft replies.
Project brief
Tell us how your team manages leads today
Describe the current tools, roles, statuses and bottlenecks. We will suggest the first CRM version and integration plan.
Timeline
from 5 weeks
Budget
from $4,000