Contacts and companies
Maintain complete records for prospects, customers, suppliers and related people.
custom CRM development
Custom CRM software built around your complete customer workflow
Digitav builds CRM systems for businesses that need more than a contact list. Bring enquiries, sales activity, jobs, documents, appointments, quotations and payment status into one process.
What this service solves
A custom CRM records customer relationships and guides the work around them. It can control sales stages, create tasks, generate documents, schedule appointments and report where action is needed.
Scope
The core tools your team needs in one place
Modules can be tailored, renamed or extended to match your actual operation.
Pipeline and opportunities
Track value, stage, probability, owner, next action and history for every opportunity.
Appointments and bookings
Manage availability, staff calendars, booking links, reminders and changes.
Tasks and workflows
Create one-off, recurring and automatically triggered work with ownership and deadlines.
Quotes, invoices and payments
Move from accepted work to billing while keeping the customer record and payment status connected.
Reports and dashboards
Monitor activity, conversion, workload, revenue and exceptions using current operational data.
Operational fit
Keep context with the customer record
When communication, documents, tasks and financial activity are separated, teams lose context and customers repeat themselves. A joined-up CRM gives authorised users a complete, chronological view.
- Emails, SMS and notes alongside the customer
- Files, quotes and invoices linked to the right record
- Clear ownership and next actions
- Permissions for teams and sensitive information
Before and after
Replace fragmented work with one clear process
Before
- Staff switch between several logins
- Customer details differ across systems
- Sales opportunities are tracked informally
- Invoices and service activity are not connected
With the right system
- The relevant workflow is visible in one dashboard
- Customer information is maintained once
- Every opportunity has an owner and next action
- Operational and financial information can be reported together
Frequently asked questions
Frequently asked questions about custom CRM development
Does every business need the same CRM modules?
No. The useful modules depend on your sales process, service delivery and reporting needs. We can create a focused system instead of forcing unused features on the team.
Can users have different permissions?
Yes. Access can be controlled by role, team, record ownership, module or other agreed rules.
Can customers access their own information?
A secure customer portal can be added for documents, quotes, invoices, tickets, appointments or other relevant information.
Can the CRM connect to email and accounting software?
Yes. Microsoft 365, QuickBooks, payment gateways, SMS services and other platforms can be integrated when suitable APIs are available.