CRM software development: a custom CRM for how your team sells
Every lead from your ads, website and WhatsApp in one place, with follow-ups, quotes and customer history, and only the screens your team actually needs.
- Leads from ads, website and WhatsApp in one place
- Pipeline, follow-ups and reminders
- Quotes, orders and customer history
- Reports for owners and managers
How it starts:Free callPlan and quoteCRM live
When a ready-made CRM doesn’t fit
Ready-made CRMs work for many teams. A custom CRM is worth it when:
Your sales steps are your own
Site visits, samples, approvals or dealer steps don’t fit a standard pipeline.
Your team won’t use it
Too many fields and menus, so leads stay in notebooks and WhatsApp.
It doesn’t connect
Leads are typed in by hand, and some never make it.
Everything for follow-up and sales
Lead capture
Leads from website forms, Meta and Google lead ads and WhatsApp, added on their own.
Sales pipeline
Your own stages, from new lead to closed deal.
Follow-ups and reminders
Tasks and reminders so no lead is forgotten.
Quotes and orders
Quotes created from the CRM and tracked until they are won or lost.
Customer history
Every call, message, quote and order for each customer.
Team roles
Salespeople see their leads; managers see the whole team.
WhatsApp and email
Messages and alerts sent from the CRM.
WhatsApp API →Reports
Leads by source, conversion by salesperson and sales by month.
From lead to closed deal
One lead from a Facebook ad, followed up the same way every time.
WhenA lead arrives
From your ad, saved in the CRM with its source.
- Then
It is assigned
To the right salesperson by city, product or turn.
- Optional AI step
AI scores it
If you want, AI marks the leads most likely to buy.
- Then
The quote is tracked
Sent from the CRM and followed up until it is won or lost.
Every lead gets followed up, and you can see which ads bring the deals.
MetaOpenAICRM development FAQ
Should we use a ready-made CRM instead?
If one fits your process, yes, and we can connect it to your website and ads. A custom CRM makes sense when your sales steps are unusual or per-user fees add up.
Can it import our existing leads and customers?
Yes, from spreadsheets or an export from your current CRM. We check and clean the data before importing it.
Can leads from Meta and Google ads come in on their own?
Yes. Lead forms, website forms and WhatsApp enquiries can all be added to the CRM automatically, with their source.
Does it work on phones?
Yes. Salespeople can update leads and log calls from their phone.
Can you add more features later?
Yes. Most teams start with leads and follow-ups, then add quotes, orders or reports.
Tell us how your team sells
- Tell us your sales stepsAnd where your leads come from.
- We plan your CRMStages, fields and connections.
- You get a plan and a quoteStarting with what you need first.
Get a free CRM plan
A few short questions. We reply by call or WhatsApp, 7 days a week.
Your details are only used to reply to you. Need a detailed quote? Fill our project brief.
