Service 07 · Business tools
A custom CRM for your SME: contacts, follow-ups, files.
A CRM designed around your sales cycle and connected to your other tools, with no per-user licence. The code is yours, and the data is hosted in France.
First conversation free.
Why a custom CRM rather than an off-the-shelf subscription
Off-the-shelf CRMs are excellent for getting started. As soon as your teams grow or your sales cycle is unusual, the per-user bill rises, customisation becomes frustrating, and you are paying not to get exactly what you want. A custom CRM pays off where two criteria meet: enough users for licences to weigh, and a sales cycle that really is unusual. We run the numbers with your own figures during scoping.
- 01
The licences weigh heavily. Twenty users, every month, for ever, for three screens that are actually used.
- 02
Your cycle is unusual. Calls for tender, quotes in stages, deals that last for months, follow-ups set by contract: the off-the-shelf CRM does not know your stages.
- 03
Your files live elsewhere. Invoicing, e-mail, telephony, scheduling: the CRM should connect to them, not ask you to re-key.
Who it is not for
Three salespeople and a conventional cycle: an off-the-shelf CRM will do the job, and we will tell you so in the first conversation.
What the CRM contains, and what can be added
The core
- Contacts and accounts, with segments that update themselves
- Deal tracking, through the stages of your sales cycle, with forecasts
- Tasks, reminders and follow-ups attached to contacts, calendar view
- Automatic e-mails: welcome, follow-up, confirmation
- Import and export (CSV, Excel, interface), migration from your current CRM
- Dashboards: revenue by period, deals in progress, conversion rate
- Roles and permissions: salesperson, manager, administration
- Audit log: who changed what, and when
- Usable on phone and tablet, in the browser
Options, priced in the quote
- Link with your invoicing or your ERP, through an interface or by file exchange
- Telephony: one-click calling from the contact record
- Several companies or sites in the same tool
- Approval workflows and automatic assignment of incoming requests
- AI assistance: summary of a client's history, first draft of a follow-up, subject to your approval
A membership CRM that we run
We have not yet published a case study of a sales CRM for an SME. Here is what we operate today, with real screens and anonymised data.
Before changing CRM
What about my data in my current CRM or in Excel?
It is migrated: contacts, deals, history of exchanges, notes. This phase is planned in the quote and priced separately, based on your actual data.
How does the CRM connect to my invoicing?
Through your software's interface when it offers one, otherwise by exchanging files in its format, continuously or every night depending on the need. We write and maintain that link.
Do I own my CRM?
Yes. The source code is yours, with an assignment clause in the contract; no licence fees or royalties; you can change provider at any time and host with us or elsewhere.
And after delivery?
A three-month warranty on defects. After that, maintenance priced according to what you want, and changes priced on request, by the people who wrote the code.
How much does a custom CRM cost?
It is quoted per project, depending on the scope and the links to write. Price ranges are published on the pricing page.
Timelines, quotes, code ownership, end of contract: the answers are in the FAQ.
Quoted per project. Price ranges are published on the pricing page, along with what makes a budget vary.
Your follow-ups
A CRM that follows your sales cycle?
Describe how a deal moves forward in your company, from first contact to invoice. We will tell you what a custom CRM would change, and at what price.
Reply within 24 working hours, from one of the two founders.