Customer records and history
Company and contact details, notes, related projects and documents. We define required fields, duplicate rules and access for each role.
Scorpynex / Custom CRM
Custom CRM software built around your sales process.
Customers, enquiries, tasks and relationship history in one place. We design a CRM around how your team works and connect it to the tools you already use.
Czech team · Remote collaboration
The right fit
When spreadsheets and standard CRM tools reach their limits.
A custom CRM can make sense when your sales process is unusual, you need several internal integrations, or standard tools struggle with your customer and project structure. The goal is a clear next step, a responsible person and accessible information.
For standard contact and opportunity management, an existing CRM may be more practical. During the consultation, we compare configuration, integration and custom development, considering both business value and long-term operating costs.
Possible features
A shared view of sales and delivery.
We agree on the scope together. The first release should cover a complete workflow reliably; it does not need every possible feature.
Enquiries and opportunities
Your sales stages, an owner, a next action and planned dates. The overview can highlight opportunities waiting for a response or missing information.
Projects, tasks and handovers
An accepted proposal can lead to a project with assigned tasks. Status, responsibilities and deadlines remain visible without searching separate spreadsheets and messages.
Integrations and reporting
Subject to available interfaces, we connect website forms, accounting or other business applications. Reports answer specific questions about work in progress, delays and sales activity.
Example process
From the first enquiry to delivery.
- 01Enquiry
A contact, source and short brief in one record.
- 02Qualification
An owner, next action and follow-up date.
- 03Proposal
Supporting documents, status and the next decision.
- 04Project
After confirmation, a handover with the agreed information.
Illustrative process. Stages, fields and permissions are designed for your business.
Development and adoption
Built for the people who use it.
Process and screen design
We review sales and delivery workflows, then propose a data structure and key screens. Future users can check the design against their daily tasks.
A complete first release
We develop in agreed increments and show progress. The scope includes access control, data validation and a history of important changes as required.
Data migration and testing
We review existing exports, map fields and agree on duplicate handling. A trial import precedes the final transfer. We test roles, routine actions and integrations.
Launch and handover
We agree on deployment, training, backups and recovery checks. The handover defines access, documentation, maintenance and support responsibilities.
Budget
Cost depends on scope, data and integrations.
User roles, workflow complexity, reports, migration data and integrations determine the scope. We prepare a budget after clarifying these requirements.
The proposal separates the first release, migration, operation and future development. Compare a custom CRM with existing products using the full cost of maintenance, updates and support. Custom development is not automatically cheaper; it needs a clear business benefit.
For the first call: your enquiry-to-project process, user roles, current applications and anonymised sample records. Our Czech team works remotely.
Related services
Connect the CRM to the rest of your business.
Automated next steps
Form submissions, task handovers and deadline reminders can be automated. Explore process automation →
Broader internal software
Add modules for your specific operational needs. Internal business systems →
Custom administration example: for Pro Vaše Zuby, we built a website with a content administration app, change previews and backups. This is a website administration project, not a CRM implementation. View the Pro Vaše Zuby case study →
FAQ
Before commissioning a custom CRM.
When should we choose a custom CRM?
When important workflows cannot reasonably be configured in an existing tool, or you need specific data relationships and integrations. We compare the options and total costs first. A standard CRM can be the better choice for standard sales workflows.
Can you migrate data from spreadsheets or another CRM?
We first inspect available exports, data quality and associated documents. We agree on field mapping, duplicate handling and a trial import. Migration scope depends on the actual source data.
Can it connect to our accounting system or website?
Yes, subject to their interfaces and access permissions. Before quoting, we check the specific application, fields, transfer direction and any licence costs.
Will all users see the same data?
Permissions follow roles and responsibilities. We define who can view, edit, export or manage users. The scope can include a history of selected changes and further controls.
How long does development take?
Timing depends on the first release, data readiness and integrations. After the initial design, you receive a phased plan. A smaller, complete release can be validated before additional modules are built.
Who maintains the system after launch?
We agree on hosting, updates, backups and support in advance, including documentation, access handover and future development arrangements.
// LET'S BUILD IT
Tell us how your team works.
Bring your current workflow, tools and main difficulty. The first consultation is free; we will propose a useful next step.
A no-obligation consultation at no cost
We adapt the solution to your budget
You get a clear proposal for the next steps