Lead source clarity
A CRM can store where a lead came from, which page or campaign started the conversation and what happened later.
Custom CRM development
CRM systems that make sales work visible, organized and measurable
We build custom CRM systems for US B2B teams that need control over leads, offers, follow-ups and sales history. The system is designed around real workflow, roles, reminders, reports and integrations, not around a generic spreadsheet replacement.
- Lead pipeline
- Sales tasks
- Role permissions
- Reports and integrations
Who is it for?
When a custom CRM makes sense
B2B sales teams
Teams that need a shared view of leads, negotiations, offers and next actions.
Companies outgrowing spreadsheets
When Excel, email and notes no longer show who owns the lead and what should happen next.
Multi-stage sales
Processes with qualification, offer preparation, approvals, follow-ups and reporting.
Teams with integrations
CRM data can connect with forms, email, accounting, ERP, customer portals or BI tools.
Scope of work
What a custom CRM can include
Lead intake
Forms, manual entries and imported leads can be normalized and assigned to the right person.
Pipeline stages
Stages, statuses and probability can reflect your real sales process instead of a generic model.
Offers and history
Salespeople can store offers, notes, files, conversations and decision context in one place.
Tasks and reminders
Follow-ups, deadlines and handovers reduce missed opportunities and forgotten promises.
Roles and permissions
Access can be adjusted for sales reps, managers, support, finance or external partners.
Reports
Dashboards show pipeline value, activities, conversion points and workload.
How we work
How we design CRM workflow
01
Sales interviews
We talk through lead sources, deal stages, offer preparation, approvals and reporting needs.
02
Workflow map
We map statuses, ownership, permissions, notifications and data that must be stored.
03
UX prototype
We design screens for fast daily work, with fewer clicks and clearer next actions.
04
Development
We build the CRM, integrations, user roles, reports and admin areas.
05
Rollout
We test the process with users, adjust edge cases and prepare the team for daily use.
Realizations
Selected DNAVI projects that show our approach to UX, development, integrations and business goals.
SEO / sales content
CRM content that supports sales, not public SEO
A CRM is usually not a public SEO page, but it directly affects marketing and sales quality. Better lead ownership, source tracking and follow-up history help teams understand which channels, campaigns and service pages bring useful opportunities.
Sales accountability
Ownership, tasks and reminders reduce the risk of good inquiries being ignored.
Decision data
Reports show which services, industries or campaigns create the strongest sales conversations.
Process improvement
When bottlenecks are visible, the sales process can be adjusted instead of guessed.
A CRM matched to your sales process
Pipeline
clear deal stages
Tasks
follow-ups controlled
Reports
sales data visible
- Less sales knowledge hidden in inboxes and spreadsheets
- Clear lead ownership and next actions
- Better reporting for managers and sales teams
- Automations for reminders, statuses and handovers
- CRM screens designed around your actual workflow
FAQ
Frequently asked questions
When should a company build a custom CRM?
A custom CRM makes sense when standard tools do not match the sales process, permissions, reports or integrations needed by the team.
Can a CRM integrate with website forms?
Yes. Website forms, landing pages, email tools and other sources can send leads directly into the CRM.
Can users have different access levels?
Yes. Roles can separate sales reps, managers, administrators, support teams and external users.
Can we start with an MVP CRM?
Yes. We can start with the core pipeline, tasks and reports, then add automations and integrations in later stages.