Custom CRM Development

A CRM built around
your sales workflow.

Plan and build a custom CRM around your lead stages, team responsibilities and reporting needs. Agree the modules, integrations, data migration and handover before development begins.

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What's built for you
Sales pipeline tracking
Contact & customer management
Task & workflow automation
Reporting & analytics dashboards
Contract & invoice generation
Admin & revenue dashboard
Ideal customer profiling
Reminders & follow-up automation
End-to-end — from planning to launch
Core features

Choose the modules your team needs

The proposal defines included features, dependencies and acceptance checks.

Sales pipeline & deal tracking
Monitor every deal at every stage. Know exactly where each lead stands and what action is needed next — in real time.
Contact & customer management
Full customer profiles, interaction history, and ideal customer segmentation — all in one searchable, organised system.
Workflow & task automation
Define follow-up rules, reminders and task assignments around the stages your team uses. Test agreed triggers and exceptions before launch.
Reporting & insights
Real-time dashboards and reports on revenue, team performance, pipeline health, and business growth trends.
Contract & invoice generation
Generate professional contracts and invoices directly from your CRM — fast, consistent, branded, and ready to send.
Admin & revenue dashboard
Full admin control panel with revenue tracking, user management, permissions, and complete business-wide visibility.
Why Megvi Digital

Built for your business, not the masses

We don't sell templates. We build your system from scratch.

100%
Custom built to your workflow
End-to-end
Planning to launch, we handle all
Secure
Agreed access, backup and security requirements
Scalable
Grows as your business grows
Our process

From first call to live system

A scoped process with review checkpoints and named responsibilities.

01
Discovery call
Map lead sources, sales stages, users, data fields and the decisions your team needs to make.
02
Planning & design
Review the requirements, workflow map and proposed screens. Agree modules, integrations, permissions and acceptance criteria.
03
Development
Your CRM is built, tested, and refined. You review progress throughout — complete transparency.
04
Launch & support
Complete agreed acceptance checks, access handover, operating guidance and team training. State support coverage and duration in the proposal.
Scope and evidence

Make the workflow reviewable before building.

Your agreed deliverables can include a workflow and data-field map, screen designs, configured modules, an integration and migration plan, acceptance checks, access handover, operating guidance and training.

Illustrative enquiry workflow

Website enquiry → assigned owner → qualification fields → next-action reminder → won or lost outcome. Before launch, test a duplicate enquiry, an unassigned lead, an overdue follow-up and a user without permission. This is a proposed test example, with the final workflow agreed for your team.

Review relevant public work

The Flower Center case documents campaign measurement work, including Meta Pixel/CAPI and GA4 event mapping. It illustrates measurement experience; CRM screens and integration feasibility are reviewed against your requirements before a build is agreed.

Prepare with our custom CRM guide and B2B follow-up and sales-cycle guide.

Pricing

Transparent. Custom. No surprises.

Pricing is based on your requirements — book a free consultation to get your personalised quote.

Custom CRM Development Package
Custom pricing
Based on your features and complexity — free consultation to get your exact quote
Fully custom-built to your exact business workflow — nothing generic
Modules and user roles listed in your agreed scope
Contracts, invoicing and integrations included only when specified
Hosting, access controls, backup and security requirements agreed
Training, documentation and support period specified
Complete end-to-end delivery — planning, design, development, launch
Schedule a demo meeting Send us a message on WhatsApp
FAQ

Common questions

Everything you need to know before getting started.

How long does it take to build a custom CRM?
Timing depends on approved modules, data quality, integrations and review availability. Agree milestones after discovery and scope approval.
Do I need technical knowledge to use the CRM?
No. We design your CRM to be simple and intuitive for your team. Full training and onboarding is included with every project.
Can the CRM integrate with my existing tools?
We assess the APIs, permissions, provider terms and costs of your email, WhatsApp, accounting or ecommerce tools before confirming an integration. Third-party licences and ongoing fees are identified in the proposal.
What happens after launch?
We provide post-launch support, bug fixes, and guidance. You can also hire us for ongoing maintenance and feature additions as your business grows.
Is my data secure?
Agree required roles, access controls, hosting, backups and data handling before development. Review and test the specified controls as part of acceptance; requirements depend on your data and hosting setup.
How do I get a price?
Schedule a free 30-minute demo meeting or send us a WhatsApp message. We listen to your needs and provide a transparent, detailed quote — no pressure.
Ready to build your custom CRM?
Bring your current workflow, user count, essential integrations and a sample of the data you need to manage. Discuss fit first, then agree a written scope.
Schedule a demo meeting Get in touch on WhatsApp
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