What is a custom CRM?

A custom CRM (customer relationship management system) is built for your business specifically, around your own pipeline stages, client information and processes, rather than a generic system you have to adapt to.

Why build a custom CRM instead of using an off-the-shelf one?

Off-the-shelf CRMs are designed for every business, so they come with features you do not need and gaps you have to patch. A custom CRM includes what your team uses and nothing that gets in the way.

Can a custom CRM connect to my website and other systems?

Yes. A standalone bespoke CRM can connect to the tools you already use, such as your website forms, email, payments and booking software. If we are also building your booking system or learning platform, the CRM can be built straight into it instead.

Can you add automations to the CRM?

Yes. Automatic replies, follow-ups, reminders and onboarding steps can all be built in.

Can you manage the CRM after launch?

Yes. Ongoing management covers fixes, updates, new features and changes to your pipelines and automations.

Custom CRM development · UK

Custom CRM Development: A CRM Built Around Your Business

We design, build and manage bespoke CRM systems for businesses that are tired of bending their process to fit someone else's software. Choose a standalone CRM that connects to everything you already use, or one built straight into your booking system or learning platform. Leads, clients, projects, tasks and follow-ups in one place, set up the way your team actually works.

Start a project See what's included

Does this sound familiar?

Leads and client details are scattered across inboxes, spreadsheets and notes

You're paying for a CRM full of features you never use

Follow-ups slip because nothing reminds anyone to do them

You can't see your pipeline or what's coming in at a glance

Built for you

What your custom CRM can include

Every platform is built to order, so you get the features your business needs and nothing that gets in the way.

Lead capture

Enquiries from your website forms go straight into the CRM.

Pipelines

Track every lead and deal through the stages your business really uses.

Client records

Contact details, notes, history and documents for every client in one place.

Tasks and reminders

Follow-ups and to-dos assigned to the right person, with reminders.

Automations

Automatic replies, onboarding steps and follow-up emails.

Dashboards and reporting

See what is coming in, what is stuck and what needs attention.

Team access

The right people see the right information.

Connects to what you already use

A standalone CRM that links up with your existing tools, such as website forms, email, payments and booking software.

Or built into your platform

Your CRM can be built straight into your booking system or learning platform, so client and learner data lives in one place.

How we work

From scattered spreadsheets to one system your team trusts

Step 1

Design

We map how your business works today: who uses the platform, what they need to do and where time is being lost. Then we design the platform around that, not the other way round.

Step 2

Build

We build your bespoke platform with the features you actually need, connected to the tools you already use, such as payments and email.

Step 3

Manage

Optional ongoing management after launch: fixes, updates, new features and day-to-day support, so the platform keeps working as your business grows.

Built and running

CRMs built into live booking and learning platforms

AnyGig's booking platform and the learning platform we run for a UK training consultancy both have CRM tools built in, so client and learner records live in the same system as the bookings and courses. We also build standalone bespoke CRMs that connect to the tools a business already uses.

Optional

Ongoing management

A CRM is only useful if it keeps up with your business. With ongoing management we handle fixes, updates and new features, and adjust pipelines and automations as the way you work changes.

What people say about working with Kate

"Kate has an impressive technical mindset. She approaches projects with solid architecture, clean execution, and a clear focus on scalability and maintainability. It's always great to see such a high engineering standard."

Daniel Teddi

"She was enthusiastic and ambitious, and she believed in the build in a way that I hadn't seen from a partner before… She's excellent with not just design and backend systems, but she is absolutely brilliant at SEOs. Her attention to detail in every single facet of development really shines through… she's one of the builders who's able to take something that starts as a maybe and make an entire world out of it."

Megan Apostol

"Katie doesn't just build functional and scalable websites, she builds infrastructures that rank on the internet… she is really keen on security too, she refers her clients to me for a thorough pentest and security review, ensuring that you get not just what is good, but also what is secure."

Isaac, CyberPantheon

"From her work ethic to her shareability and kindness, she is truly unmatched when it comes to her capabilities! I can without a shadow of a doubt suggest and recommend Kate to anyone needing an amazing builder!"

Sam Talarico

Frequently Asked Questions

Let's Work Together

Tell me a little about your business and what you're looking to achieve.