01
Functional scoping
We map users, stages, data and decisions. The initial scope separates essential functionality from improvements that can follow later.
- Journeys and business rules
- Priorities and initial release
Build Smarter · Processes, data & users
Business Platforms & CRM
Custom business platforms and CRM development
Your needs
Put information where the work happens.
Business software built around the way your teams work.
We develop custom business web applications, client portals and CRM systems. When following a customer or a case involves multiple files and conversations, these platforms bring together the information, business rules and actions your team or customers need.
Manage client relationships
Organise contacts, opportunities and next actions in a CRM that fits your workflows.
A CRM is useful when people know what to record and why. Stages, responsibilities and required information matter as much as the screens.
Give clients access
Create a portal for viewing documents, submitting requests or following a case.
Permissions need to reflect real situations: several contacts at one company, a change of contact or a document restricted to particular roles.
Support a specialist business process
Bring together the stages of a business process that existing tools do not support well.
Custom development needs a lasting reason. We also consider which functions can stay in existing software to keep the development scope focused.
What we deliver
A business product, from rules to interfaces.
02
Design and development
We design interfaces and develop the agreed features, such as records, statuses, search, documents or approvals. Access permissions and connections to other tools are part of the architecture.
- Business screens and functionality
- Roles, permissions and connections
03
Data migration and rollout
We prepare data migration, testing and the introduction of the product to users. Access, documentation and ongoing support are defined for the project.
- Migration and checks
- Documentation and user handover
How we work
Start with a useful first version.
We divide the project into stages users can review and approve.
1. Understand the actual work
Review records, tools and exceptions with the people who handle them.
A process described in a meeting may differ from daily practice. Sample records and difficult situations help clarify the rules.
2. Agree on an initial scope
Prototype key journeys and define how the first version should work.
Acceptance criteria need to be observable: who can edit a record, when a status changes and what happens if a step fails.
3. Roll out and improve
Prepare the transition, support users and organise requests for changes.
Rollout can be organised by team or feature. The choice depends on connections between tools and whether the previous process can run during the transition.
Your questions about business platforms and CRM
Would an off-the-shelf CRM be a better fit?
That is an option to consider first. An existing product may cover your needs through configuration and integrations. Custom development becomes relevant when essential functions remain poorly supported. We compare use cases, constraints, setup costs and ongoing operation.
Can you migrate our data and connect our software?
We assess export options, data quality and available interfaces. Migration may require cleanup or mapping between old and new fields. Integrations depend on what each application supports and which information needs to be exchanged.
Who will be able to view or edit information?
Permissions are defined by role and, where needed, by team, record or organisation. We describe permitted actions and test access using representative situations. Logging and administration requirements are agreed during scoping.
Could another team take over the platform?
Access, documentation, rights to custom work and third-party dependencies should be defined in the project agreement. We prepare the agreed materials to support maintenance and a possible handover. External software and service licences retain their own terms.
Which process do your tools struggle to support?
Tell us which teams are involved, which software they use and where the work becomes difficult.
This service is part of Build Smarter. Explore related services: System Integrations · Internal Tools & Dashboards.