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CRM development

A CRM that follows how your team actually works

Off-the-shelf CRMs make you bend the process to the tool. We build CRMs around the way your team finds, sells, delivers and bills — the same way we built the CRM our own studio runs on every day.

Web Studio CRM — Custom CRM for a Web Studio — Case Study

What goes into it

Pipeline with stage guides

Stages with enforced transitions, scripts and checklists shown where they apply, and a reason required whenever a deal is lost.

Leads, calls and follow-ups

Contacts with several phones, call logs with outcomes, follow-ups and a requirements questionnaire the client fills in through a signed link.

Projects and a client portal

Kanban, checklists, comments with mentions and files — plus a client-facing view of the same project, and a preview of exactly what the client sees.

Documents as PDF

Agreements and acceptance acts generated from templates; invoices drafted in the CRM and issued through your accounting system.

Email and calendar

Templates, scheduled sends, open and reply tracking, unsubscribe handling, and a shared calendar synced with Google.

AI writing help

Notes, call logs and task descriptions improved, shortened or translated on the user’s own API key — Gemini, Claude, GPT or Llama on Groq.

How we build a CRM

  1. 1

    Process first, screens second

    We map how a lead becomes a paying client in your company — every stage, document and hand-over — before designing a single form.

  2. 2

    Integrate instead of re-typing

    Accounting, email and calendar connected, so nobody copies the same data between tools.

  3. 3

    Secure by default

    Roles and row-level security from the first table, and secrets encrypted at rest.

Selected work

CRM and platform projects

All case studies

Questions we get asked

Why not just use HubSpot or Pipedrive?

If your process fits them, use them — they are good products. A custom CRM pays off when the process is your advantage: a specific sales method, documents in a local legal format, billing tied to your accounting, a client portal. Teams often start by integrating an existing CRM and move to their own later.

Can the CRM issue invoices?

Yes. In our own CRM invoices are drafted in the CRM and issued through the accounting platform, which owns numbering, VAT and payment status; monthly plans bill on their own.

Can our clients see their project?

Yes — a client portal shows the project, tasks and files you choose to share, and an owner-only preview shows exactly what the client will see.

Tell us how your team works

How leads come in, how deals close, what gets billed and which tools are already in place. We reply within a day.