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Custom CRM System
A CRM shaped to your actual sales motion — pipelines, contacts, deals, tasks, email automations and dashboards, with role-based access for every team.
How the system works
- 01We model your pipeline (stages, properties, automations) and migrate existing contacts.
- 02A React admin app sits on top of Postgres with row-level security per team and role.
- 03Email workflows run on a queue worker; transactional + sequence emails via Resend/SendGrid.
- 04Reports and dashboards are SQL-backed and exportable to CSV / Google Sheets.
How we build & deliver it
01
Discovery
Audit current process, define pipeline stages, automations and reports.
02
Design
Schema, role matrix, UI for contacts/deals/tasks, email templates.
03
Build
CRM app, automations, integrations (calendar, email, telephony), import.
04
Launch
Data migration, team training, go-live, 30-day stabilization window.
Tech stack
React + TanStack StartPostgres + RLSResend / SendGridTwilio (optional)Metabase
Deployment & handover
- Private deployment behind SSO; only your team can access the app.
- Encrypted backups, audit logs and GDPR-ready data export.
- Webhooks + REST API for connecting to your existing stack.
Ready to start with Custom CRM System?
Add it to your cart, or reach out and we'll tailor the scope to your exact needs.