Stick with HubSpot, Pipedrive or Zoho if
- Your sales process is the typical one: lead, deal, proposal and close.
- You need marketing automation, a mobile app and vendor support from day one.
- What's failing is the setup, not the tool.
Nexura Digital service
Custom CRM development and internal dashboards built around your process
If your team tracks deals in a spreadsheet because the CRM doesn't reflect how you sell, the team isn't the problem. We design the CRM and dashboards around your real process.
A custom CRM is your own system for managing contacts, deals and follow-ups, built on your business's stages and data; internal dashboards are the screens where your team works and makes decisions every day. We build them for companies that an off-the-shelf CRM forces into a way of working that isn't theirs. You can start with the 7-day trial by turning your sales spreadsheet into a first working panel.
First things first: would a standard CRM do?
A custom CRM makes sense if
- You manage things a standard CRM doesn't model well, such as contracts, equipment, case files or projects with several contacts.
- You need billing, operations and sales on a single record.
- Each branch or role should see only part of the data.
What a custom CRM includes
The CRM
- Contact, company and deal records with your fields and stages.
- Tasks, reminders and an activity log for every customer.
- Roles and permissions, change history and CSV export.
- Integration with Gmail or Outlook, web forms and the official WhatsApp Business API.
The internal dashboards
Day-to-day work screens, such as the request queue, the sales forecast or each person's workload, where people edit and assign, not just look. If you only need to see metrics, a Looker Studio dashboard will do.
How we build it
From the real process to a system in use
- A session with the people who sell and the people who deliver, to map the process as it really is.
- A data model and a prototype of the main screens.
- Migration from your spreadsheet or previous CRM, with duplicate cleanup and a test import you validate.
- Running alongside your current system until the team trusts the new one.
Deliverables, ownership and maintenance
When we finish, you have
- CRM and dashboards in production, with users and permissions set up.
- Migrated data and a report of what was cleaned up or merged.
- Documentation of the data model and integrations.
- Automatic backups with a tested restore.
Code, personal data and ongoing care
We propose that the code, database and hosting be in your name, and we set that down in writing. Maintenance covers updates, backups and small changes, with us or whoever you choose. For data protection we apply technical measures, not legal advice: your lawyer confirms compliance.
Week one: your spreadsheet turned into a dashboard
The 7-day trial, applied to your CRM
We take the spreadsheet where you track deals today and turn it into a first panel with your real stages, filters by owner and alerts for stalled deals. Your team uses it with real data, and that tells you whether to continue, expand or stay with a standard tool. Before we start, we agree in writing on scope, dates and terms (/en/7-day-trial/).
FAQ
Frequently asked questions
Why not just use HubSpot or Pipedrive?
If they fit your process, that's what we'll recommend: they come with apps, integrations and support that custom software takes time to match. A custom CRM pays off when you've spent a while forcing the tool or keeping parallel spreadsheets. Sometimes the best answer is in between: keep your CRM and build only the missing panel or integration.
Can you migrate data from our spreadsheet or another CRM?
Yes. We map each column to the new model, find duplicates and inconsistent formats, such as phone numbers or company names written several ways, and run a test import you review before the final one. Anything that can't be migrated automatically goes on a list so we can decide together.
Can it connect to WhatsApp?
Yes, through the official WhatsApp Business API, which has its own rules: a business can only start a conversation, or write more than 24 hours after the customer's last message, using templates approved by Meta. Within that framework, the CRM can log conversations and send alerts without anyone copying messages by hand.
How do you protect contacts' personal data?
With technical measures: role-based access, two-factor authentication where possible, logs of who views or changes each record, encryption in transit and backups, plus functions to export or delete a person's data. The legal analysis and privacy wording are for your lawyer: we don't offer legal advice.
Contact
Does your sales process fit your current CRM?
Tell us how you sell today and with which tool. We'll tell you whether better setup is enough or a custom CRM pays off.
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