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Custom CRM development

We build bespoke CRM systems and internal tools for teams whose operations have outgrown spreadsheets and standard sales pipelines. Staff interfaces, access rules, data and integrations become one working system.

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Related discipline: Backend & API platforms

When this service fits

  • Operations depend on disconnected spreadsheets and chats, with unclear ownership of the next step.
  • Financial reconciliation, change history or reporting requires repeated manual work.
  • An off-the-shelf CRM handles sales but cannot represent the roles, entities and processes your business needs.

/ scope

What the work includes

A map of processes, statuses, roles and data sources with a defined first release.
Staff workspaces, operational tables, search, filters and controlled exports.
Backend APIs, server-side authorisation, operation-level access checks and change history.
Agreed third-party integrations with retries and visible synchronisation failures.
A data migration plan with a trial import, reconciliation and a recovery procedure.

/ stack

Technology focus

ReactTypeScriptNestJSPostgreSQL / MongoDBOpenAPI

From the problem to launch

  1. 01

    Map the working day

    Review actual tasks, exceptions and spreadsheets with the operations team. Define who can read and change each category of data.

  2. 02

    Validate one workflow

    Implement a complete path from creating a record to reporting its outcome. Staff test it before the system expands to other departments.

  3. 03

    Migrate and hand over

    Run a trial import, reconcile results, agree on the cutover and provide the administrator with operating instructions.

What determines cost and timing

  • Business workflows and exceptions, rather than screen count alone.
  • Migration data quality, duplicates and availability of existing system APIs.
  • Roles, audit requirements, reporting, record volumes and support after launch.

/ questions

What to know before starting

When is an off-the-shelf CRM a better choice?

If standard entities and workflows cover the core work, configuring an existing product may be more economical. Custom development becomes worth evaluating when critical operations require persistent workarounds. Discovery includes that comparison.

Can we start with one department?

Yes. We select a complete workflow with a measurable problem, such as inquiry handling and handovers between roles. Data ownership and integration boundaries are agreed early so later modules can build on the first release.

How do you approach migration without losing data?

Start with a backup and trial import. Check record counts, relationships, totals and access rules, then agree the final synchronisation window. The recovery plan is defined before cutover.

What CRM experience does 01.DEVS have?

Legends CRM covers users, financial operations, roles and an audit trail. TraffClan CRM brings traffic sources, statuses, financial reports and an arbitrage team's workflows together. These are different operational systems, not copies of a single template.

/ related cases

Cases in this direction

Internal CRM

Legends CRM

An internal CRM that brings users, finance, teams, security, and daily operations into one workspace.

Open case

Arbitrage CRM

TraffClan CRM

An internal CRM for an arbitrage team: scheme traffic, sources, statuses, analytics, and reports in one workspace.

Open case

Related insights

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