Custom CRM: contacts, appointments and deals in one place, with AI preparing the work and a person deciding
For SMEs and service companies with a sales team. Installed on your own server, connected to your calendars and your management system.
A custom CRM follows sales the way you run them: who calls whom, when, with what outcome, and what to do tomorrow. Sales are lost less through calls not made than through replies that arrive late: the CRM is there so nobody falls through the cracks.
Does any of this sound familiar?
- Contacts and appointments sit on different spreadsheets and calendars.
- Appointments overlap, or contacts get forgotten.
- You do not know how a campaign is going until it is over.
- A customer's history lives in the head of whoever follows them.
What does a custom CRM do?
- One contact record, with the history of every call, email and note.
- Appointments booked directly on the sales team's calendars, with no overlaps.
- Pipeline with the value of every deal weighted by its probability.
- Every morning the "Today" page: things to do in order, first whoever is waiting for a reply.
- AI prepares, a person decides: drafts based on the customer's own words, incoming replies classified automatically, an assistant that answers on CRM data and proposes changes applied only after confirmation.
- GDPR: checks before every send, and no message leaves without a person.
Where have I done it?
A service company with a telemarketing team managed contacts and appointments on separate spreadsheets and calendars, with double bookings, lost contacts and no measure of campaigns. With the custom CRM: no more double bookings, each contact's history in one place, and every campaign with its own numbers.
I use the same CRM every day to follow my own contacts, connected to Google Calendar.
Where do data and AI run?
The CRM is installed on the company's server. The AI model connects to the provider the customer chooses, and also works with models installed in-house, without sending data outside. See also the AI assistant on company data.
What does it cost and how long does it take?
- Free assessment: you tell me about your request and I reply in writing with a proposal and a quote.
- On-site analysis, when needed: a paid consulting step, written in the quote (business process analysis).
- Clickable mockup in 15-20 days: €600 to €1,500, fully deducted from the total if you go ahead.
- Fixed-price development with a written quote, paid in stages with a working demo every two weeks; the first module usually goes live within 5-12 weeks of the mockup.
No per-user fees. Details on the pricing page and in the custom business software guide.
The next step
If you like, write me a few lines about how you work today. I will reply in writing with a proposal and a quote, with no obligation. On site across the Veneto region, remotely in the rest of Italy and Europe.