Bespoke CRM
When the software works against you
Off-the-shelf CRMs suit plenty of businesses. But if your team keeps spreadsheets alongside one, pays for features nobody uses or still cannot see which marketing produced which deal, the tool is working against you.
We build bespoke CRM systems for businesses with specific processes, such as quoting, job tracking, trade accounts or multi-stage sales. Website enquiries flow straight in with their source attached, so you can see which channels produce revenue, not just leads.
Who it’s for
Is a bespoke CRM right for your business?
- Businesses running sales or operations from spreadsheets and inboxes
- Firms whose off-the-shelf CRM needs constant workarounds
- Companies that need enquiries linked to marketing source and revenue
- Organisations with specific workflows, such as quoting, job management or trade accounts
What’s included
What a bespoke CRM project includes
-
Process mapping
Working with your team to map how enquiries, quotes, jobs and customers actually move through the business today.
-
Custom build
A CRM designed around your stages, fields and users, without the clutter of features you will never use.
-
Website and form integration
Enquiries from your website, calls and campaigns captured automatically, with marketing source recorded.
-
System integrations
Connections to accounting, email, calendars and other business software, so data is entered once.
-
Reporting dashboards
Pipeline, conversion and revenue reports showing which channels and activities bring in business.
-
Data protection built in
Role-based access, secure hosting, audit trails and retention rules designed with UK GDPR in mind.
Our approach
How we work
Diagnose first, then prescribe.
-
Map
We map your current process, data and pain points with the people who use them.
-
Specify
A clear specification and costed estimate, with assumptions set out.
-
Build in stages
Core features first, so your team can start using it and give feedback early.
-
Launch and train
Data migrated, users trained and the system rolled out.
-
Support and develop
Ongoing support, with new features added as the business needs them.
Why OMS
Why businesses choose us
-
Marketing and sales joined up
As a marketing agency, we build CRMs that show which marketing produces revenue, not just which leads arrived.
-
One team, end to end
The people who build your website and run your campaigns build the CRM, so everything connects.
-
Honest about off-the-shelf
If an existing CRM would suit you better, we will say so before you commit to a bespoke build.
The proof
Recent work
-
- Websites
- SEO
- Paid Media
3x
Turnover since the new website, SEO and PPC
Mac’s Truck Sales
-
- Development
- Websites
Bespoke
WordPress build with complex integrations
Positive Lending
-
- Websites
New site
Designed, built and explained at every step
Spray Vue
FAQs
Questions we get asked
Can’t see your question? Give us a call.
01543 899 617
Should we build a CRM or use an off-the-shelf one?
If an off-the-shelf CRM fits your process with light configuration, it is usually quicker and cheaper. Bespoke makes sense when your process is unusual, you are paying for many licences you barely use, or integrations keep failing. We will give you an honest view after mapping your process.
How much does a bespoke CRM cost?
It depends on the number of features, users, integrations and data to migrate. After mapping your process, we give a costed estimate as a range, with the assumptions set out, and can phase the build so you see value early.
Can our existing data be moved across?
Yes. We migrate customers, contacts, deals and history from spreadsheets or your current CRM, cleaning and de-duplicating as we go, and check it with you before launch.
Who owns the system and the data?
Your data is always yours. Ownership and licensing of the code are set out clearly in the project agreement before work starts, so there are no surprises later.
What happens if we need changes later?
Businesses change, and the CRM should too. We provide ongoing support and can add features, users or integrations as needed, without starting again.
Ready to Generate More Leads, Sales & Customers?
Let’s diagnose what’s holding your business back and show you exactly how to move forward.