Custom Crm Development
$19,200
|
3 months
UITOP designs and develops custom CRM software around customer records, sales and service workflows, pipelines, roles, permissions, communication history, reporting, and integrations.We work with companies that need a new CRM, want to extend an existing system, or have customer workflows that no longer fit their current software.The work starts with the way customer relationships move through the business. We map accounts, contacts, deals, activities, tasks, stages, responsibilities, approvals, handoffs, and the information each team uses during the workflow.That process defines the CRM data model.Customer records may connect to companies, deals, projects, messages, invoices, tasks, documents, service requests, or other business objects. We define those relationships before individual screens and modules are implemented.For multi-team CRM products, we also define how sales, account management, support, operations, and administrators work with the same customer information through different actions and permission levels.UITOP can work across CRM product architecture, UX/UI design, frontend and backend development, database structure, APIs, integrations, migration planning, QA, and continued product development within the agreed scope.What You GetCRM discovery and workflow analysisCurrent sales, service, or account-management process reviewCustomer and account data-model definitionLead, deal, and pipeline workflow mappingUser-role and permission mappingStatus, approval, and business-rule definitionProduct architecture and information architectureUX/UI design for critical CRM workflowsResponsive web application designFrontend developmentBackend developmentDatabase implementationREST API developmentThird-party integrationsContact and company managementLead and opportunity workflowsDeal and pipeline managementTask and activity trackingCommunication-history interfacesEmail or messaging integrations where includedDashboards and reportingSearch, filters, tables, forms, and detail viewsRole-based administrationLoading, empty, error, permission, pending, and exception statesData migration planningFunctional and technical QAEngineering documentationRelease and continued development support where includedCRM Areas We Work WithDepending on the product scope, the CRM can include:Accounts and companiesContactsLeadsOpportunities and dealsPipeline stagesActivities and tasksFollow-upsNotes and communication historyProject or service recordsCustomer-support workflowsAccount-management workflowsQuotes and related commercial recordsDashboards and reportingTeam and user administrationRoles and permissionsApproval flowsNotificationsEmail and calendar connectionsBilling or ERP integrationsCustomer portalsIndustry-specific CRM modulesThe exact module set depends on the customer process and systems already used by the business.What Custom CRM Development Needs to DefineCustomer Data ModelWhich records describe the customer relationship? The CRM may need companies, contacts, leads, deals, projects, activities, messages, documents, or another set of related records. We define how those records connect before the workflows are implemented.Pipeline & Workflow LogicA deal or customer record can pass through several stages, ownership changes, approvals, follow-ups, and status updates. The product needs clear rules for those transitions and the actions available at each stage.Roles & PermissionsSales representatives, managers, account teams, support staff, operations, and administrators may need different access to the same CRM data. We define record visibility, actions, administrative controls, and permission states for the roles included in scope.Activities & CommunicationCustomer history can include calls, messages, emails, meetings, notes, tasks, and other activity. The product structure needs to show that history in the context of the related customer, company, deal, or workflow.IntegrationsCRM products often exchange data with email, calendars, accounting software, ERP systems, billing platforms, websites, support systems, marketing tools, and internal applications. We define which information moves between systems, how it maps to CRM records, and which states users see when synchronization is delayed or fails.MigrationExisting customer information may live in spreadsheets, another CRM, databases, or several tools. Migration planning defines source fields, record relationships, duplicate handling, validation, and testing before the new CRM relies on that information.ReportingCRM reporting depends on structured customer, pipeline, activity, and ownership data. We define which records, stages, filters, dates, roles, and calculations support each report included in scope.Existing CRM ContextFor an existing system, we review the current workflows, data model, integrations, permissions, and product behavior before defining the selected changes.Who This Is ForThis service is a good fit for:Companies whose customer workflows have outgrown their current CRMTeams using spreadsheets alongside an existing CRMBusinesses that need a CRM built around a specialized sales or service processB2B companies with complex account and customer relationshipsProduct teams developing CRM software for a specific industryCompanies that need customer data connected to ERP, billing, support, or operational systemsExisting CRM products adding new modulesTeams introducing more detailed roles and permissionsCompanies planning migration from a legacy CRMProduct and engineering teams that need design and development across the same CRM scopeHow We Work1. Customer Process & System ReviewWe review how customer relationships are currently managed, which teams use the information, existing tools, known workflow issues, integration requirements, and technical constraints.2. CRM Scope & Workflow MappingWe define the customer records, pipeline stages, users, actions, business rules, handoffs, permissions, and exceptions included in the selected phase.3. Data & Product ArchitectureThe team maps record relationships, information architecture, frontend requirements, backend responsibilities, database structure, and API contracts.4. UX/UI DesignWe design the selected CRM workflows, pipelines, record pages, tables, forms, dashboards, communication areas, reports, and administration states.5. Frontend & Backend DevelopmentUITOP implements the approved CRM scope across interface behavior, application logic, database operations, APIs, and required integrations.6. Migration, QA & Workflow TestingWhere migration belongs to the project, we validate field mappings and transferred records. We also test workflows, permissions, integrations, validations, and exception states.7. Release & Continued DevelopmentWe prepare the agreed scope for release and can continue with additional modules, workflow changes, integrations, or engineering support.What You Can ExpectCRM Structure Based on the Real Customer ProcessThe project starts with customer records, workflow stages, team responsibilities, and system relationships before the interface expands into secondary functionality.Connected Product & Data ModelCustomer records, deals, activities, tasks, communication, and related business objects use one defined structure across UX and engineering.Role-Aware WorkflowsThe CRM can reflect different responsibilities and access scopes across sales, account management, support, operations, and administration.Integration ContextExternal data connections are mapped as part of the workflow when they affect customer records, actions, or status changes.Migration PlanningExisting customer data receives a defined source mapping, validation approach, and testing scope before it becomes part of the new CRM.Reusable Product PatternsCRM components, record states, workflow behavior, and technical patterns establish a consistent foundation for related modules.TechnologyTechnology depends on the product requirements and existing environment. UITOP development work includes:ReactTypeScriptViteTailwind CSSMaterial UIZustandNode.jsExpressPostgreSQLMySQLPrisma ORMREST APIsThird-party integrationsCI/CD workflowsAutomated testing and QAFor an existing CRM, UITOP can work with the current technical environment where it fits the agreed project scope.CRM Product ExperienceUITOP has worked with several B2B products built around customer, account, project, and operational relationship data.Slabstack is a specialized CRM for concrete, asphalt, and aggregate producers. UITOP redesigned the product architecture and more than 150 screens covering companies, projects, reporting, activity, and built-in communication.ReLounge is a CRM for back-health centers. UITOP worked on product workflows covering patient records, appointments, analytics, internal communication, and connected operational information.Aimiable adds another example of a multi-role business platform with scheduling, workload, team activity, forecasting, and data-heavy management workflows.These projects provide CRM and workflow-product design evidence. We keep them separate from UITOP's broader software-development proof because their public case material primarily documents product-design work.UITOP's CRM development service itself covers frontend and backend implementation, database design, integrations, migration, testing, and continued development within the agreed scope.The listed price covers a focused custom CRM development phase built around an agreed set of customer workflows and modules.Final scope depends on:number of CRM modules;customer and account data complexity;pipeline and workflow rules;number of user roles;permissions;frontend and backend requirements;integrations;migration volume and data quality;reporting requirements;existing CRM or codebase;QA and release scope.Larger CRM systems can be planned as sequential product and engineering phases.Planning a custom CRM or extending an existing customer platform?Share the workflows, current tools, and customer data structure, and we can define the CRM development scope around the records, roles, rules, integrations, and migration requirements involved.