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CRM integration and custom development

Deals, customers and company systems wired into one: your CRM connected to the site, telephony, payments and messengers — or your own CRM built for your process.

05 05 service 5 of 5 in Automation & AI

What’s included

  • Integration: your CRM wired into the site, forms, telephony, payments and messengers
  • Clean pipelines, automation, custom modules and reports
  • Custom build: a CRM written for your actual process when the boxed one fights you
  • Your entities, your roles, your logic, your data, no per-seat fees

Who it’s for

  • Companies whose CRM is a database nobody updates
  • Sales teams keeping the real pipeline in a spreadsheet next to the CRM
  • Businesses with a process no boxed system will ever fit

In short

A CRM works when every request lands in it by itself and managers do not keep the real pipeline in a spreadsheet next to it. We connect your CRM — HubSpot, Salesforce, Pipedrive or another one with an API — to the site, forms, telephony, payments, messengers and accounting, clean up the pipelines and automate the routine. When a boxed system fights your process, we build your own CRM: your entities, roles and logic, data in your database and no per-seat fees. The price is counted in hours and fixed before the start.

A boxed CRM, integration or your own CRM

Three ways to run customers and deals. More often than not a ready CRM connected properly is enough — your own pays off when the process is unique.

CriterionBoxed CRM as isBoxed CRM + integrationYour own CRM
Start in a day weeks longer: built for your process
Monthly payments per seat per seat none — hosting only
Process you adapt to the system settings and modules within its limits the system follows the process
Requests from the site and calls ready connectors, if any by API, with a log any, with a log
Where the data lives with the provider with the provider in your database
When it makes sense a small team, simple sales standard sales and many channels a unique process, many staff, data must stay with you

CRM integration: what we connect

Everything the customer touches ends up in one card — with the source and the whole history.

  1. 01

    Site and forms

    Requests arrive with the page, the source and the ad campaign; duplicates are merged.

  2. 02

    Telephony

    Calls and recordings appear in the card; a missed call becomes a task.

  3. 03

    Messengers and email

    Conversations from Telegram, WhatsApp and email are kept with the customer.

  4. 04

    Payments

    Payment statuses move the deal along the pipeline by themselves.

  5. 05

    Accounting

    Products, prices, invoices and shipments are exchanged with the accounting system.

  6. 06

    Calendar and bots

    Bookings from the bot and the site land in the calendar and in the deal.

Order in the CRM: so people actually work in it

A CRM that nobody fills in is not a software problem. It is a matter of pipelines, fields and automation.

  1. 01

    Pipelines as they really are

    Stages follow how deals really go in your company, not a textbook.

  2. 02

    Only the fields that matter

    Every required field is a reason not to fill in the card. We leave only what is used.

  3. 03

    Tasks by themselves

    Follow-ups, reminders and handovers between departments are created automatically.

  4. 04

    Custom modules

    Calculations, documents and screens your process needs and the box does not have.

  5. 05

    Reports people trust

    Sources, conversion by stage, managers’ workload — built from data that arrives by itself.

  6. 06

    Rights by role

    Everyone sees their own; the action log shows who changed what.

When your own CRM is worth it

An honest answer saves months: often the problem is not the system but how it is set up.

  • A unique process

    Your own CRM

    Production, projects, logistics, objects — something no box describes.

  • Many staff

    Your own CRM

    Per-seat fees grow with the team; your own system costs only the hosting.

  • Data must stay with you

    Your own CRM

    Requirements for where data is stored, or a simple wish to own it.

  • A few fields and reports are missing

    Improve the boxed one

    Settings and a custom module solve it faster than a new system.

  • Nobody works in the CRM

    Improve the boxed one

    Usually the fix is automation and order, not a replacement.

  • Standard sales

    A boxed one is enough

    Request → deal → payment: a well-connected boxed CRM does this perfectly.

What goes into your own CRM

A system built around your process — and nothing extra you would pay for every month.

  1. 01

    Your entities

    Customers, deals, orders, objects, projects — named and linked the way you work.

  2. 02

    Roles and an action log

    Each employee has their own rights, and you can see who changed what.

  3. 03

    Pipelines and tasks

    Stages, deadlines, reminders and handovers by your rules.

  4. 04

    Analytics in the admin panel

    Requests by source, conversion, revenue — matched against real sales.

  5. 05

    Connections

    Site, telephony, messengers, payments and accounting — through an API with a log.

  6. 06

    In the browser and on the phone

    Works on a computer and a phone without installation.

  7. 07

    Backups

    Data is copied regularly and can be restored after any failure.

  8. 08

    No per-seat fees

    Add as many staff as you need — the price does not change.

Moving from spreadsheets or another CRM

Customer history is the most valuable thing a sales team has. It is moved carefully and checked before the switch.

  1. Export

    Customers, deals, tasks and conversation history from the old system or spreadsheets.

  2. Clean-up

    Duplicates are merged, empty and broken records are put aside.

  3. Field mapping

    Every old field gets its place in the new structure — or a conscious decision to drop it.

  4. Test move

    The sales team checks familiar customers and deals in the new system.

  5. Switch

    On an agreed day requests start arriving in the new CRM; the old one stays read-only for a while.

Common CRM mistakes

  1. Requests entered by hand

    Whatever is not entered automatically gets lost — and managers start a spreadsheet next to it.

  2. A textbook pipeline

    Stages that do not match reality are skipped, and the reports lie.

  3. Twenty required fields

    The more there is to fill in, the less is filled in honestly.

  4. Building your own when a box is enough

    Your own CRM is a project with its own maintenance. It is worth it only when the process really is unique.

  5. Moving without history

    Managers lose the context of every customer and start from scratch.

  6. “Everyone sees everything” rights

    When an employee leaves, the whole customer base can leave with them.

Questions about CRM

How much does CRM integration or development cost?

The price is counted in hours: for integration it depends on the number of systems, for your own CRM — on the entities, roles and connections. The sum is fixed before the start; the estimate is free.

How long does it take?

As a guide, one integration takes one to four weeks. Your own CRM is a service-sized project: the dates are counted from the scope and fixed before the start.

Which CRMs do you work with?

With any that has an API: HubSpot, Salesforce, Pipedrive and others. Each one is different work, so we start with what you have and in what state.

Can you connect the CRM to our accounting system?

Yes: products, prices, invoices and shipments go both ways, and for each field it is decided in advance which system is the main source.

Will our data be moved?

Yes: customers, deals, tasks and history are exported, cleaned of duplicates and checked by the sales team before the switch.

Do we pay per user in our own CRM?

No. You pay for the development and the hosting; the number of staff does not change the price.

Will it work on a phone?

Yes, in the browser on a computer and a phone, without installation.

Can we start with integration and build our own later?

Yes, and it is often the best path: the integration shows what the process really needs, and your own CRM is then built on facts.

Who owns the data and the code?

You. Your own CRM, its database and the code are registered to you and handed over at launch.

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your CRM

Tell us which CRM you use or why a ready one did not fit, who works in it and what it should connect to — we will suggest a solution and estimate the work. The consultation is free.

Or write to [email protected]