Custom CRM development

CRM systems that make sales work visible, organized and measurable

We build custom CRM systems for 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.

Discuss a CRM system See case studies
Custom CRM dashboard with leads, tasks and sales pipeline
  • Lead pipeline
  • Sales tasks
  • Role permissions
  • Reports and integrations

02Who is it for?

When a custom CRM makes sense

  1. B2B sales teams

    Teams that need a shared view of leads, negotiations, offers and next actions.

  2. Companies outgrowing spreadsheets

    When Excel, email and notes no longer show who owns the lead and what should happen next.

  3. Multi-stage sales

    Processes with qualification, offer preparation, approvals, follow-ups and reporting.

  4. 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

We run projects in stages and transparently, so from day one it is clear what we are doing, why we are doing it and what result the implementation should deliver.

Step 01 of 05

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.

From idea to real results

Let’s talk about your project

Case studies

Real challenges. Measurable results.

Selected DNAVI projects that show our approach to UX, development, integrations and business goals.

All realizations
  • +100 completed projects
  • 2015 founded

Case study 01 of 02

  • Project: CRM system for a B2B services company

    CRM system

    CRM system for a B2B services company

    A CRM for leads, sales stages, quotes, sales reps' tasks and automatic reminders.

    • CRM lead, customer and contact history
    • Funnel B2B sales stages
    • Automation tasks and reminders
  • Project: Operations panel for service request management

    Operations panel

    Operations panel for service request management

    An application for service requests, technician assignment, repair statuses, work documentation and reporting.

    • Workflow from request to report
    • Roles coordinators and technicians
    • SLA priorities and deadlines

SEO / sales content

CRM content that supports sales, not public SEO

A CRM (Customer Relationship Management) system is software that keeps contacts, leads, quotes, tasks, and communication history in one place. A custom CRM makes sense when off-the-shelf tools do not fit the sales or service process and the team ends up working partly outside the system. The DNAVI team builds CRMs with user roles, website form integration, and data migration from the current system.

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.

Lead source clarity

A CRM can store where a lead came from, which page or campaign started the conversation and what happened later.

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

Pipelineclear deal stages

Tasksfollow-ups controlled

  • 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
Let’s talk about your project

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.

Related services

Often combined with this service

  • ERP system

    Custom ERP system: orders, inventory, production, documents and reports in one place, plus integrations with accounting, your online store and CRM.

  • ERP and CRM integrations

    ERP and CRM integrations for businesses: API, webhooks, orders, inventory, customer data, status sync, logs, reporting and process automation.

  • Application UX/UI design

    Application UX/UI design for SaaS, portals and internal systems: roles, workflows, dashboards, forms, states, prototypes and developer handoff.

  • Application development

    Application development for businesses: new features, refactoring, UX improvements, integrations, performance, security and product roadmap support.

  • Laravel applications

    Laravel software house in Katowice, Poland: web apps, APIs, admin panels, queues and integrations. We take over and develop existing Laravel projects.

  • Dedicated web systems

    Custom web systems for businesses: Laravel, dashboards, workflows, roles, API integrations, reporting, automations and secure product development.

Need a CRM that reflects how your team really sells?

Call us
+48 511 998 740 Write to us
info@dnavi.pl
Ask about CRM development