Source: https://daphnislabs.com/services/crm-development

# Custom CRM Development

Customer relationship software for lead intake, sales pipelines and account service, shaped around the handoffs your team actually makes.

[Discuss your project](https://daphnislabs.com/contact?service=crm-development) [Try the example](https://daphnislabs.com/services/crm-development#worked-example)

**Customer follow-up**

New enquiry

1 **Website enquiry** Contact matched

Assigned

2 **Account team** One owner

Next action

3 **Follow-up call** Task recorded

One contact, connected activity history

## Tools & technologies

-   Web application
-   Relational database
-   Email or form integrations
-   Role-based access

## Turn customer records into coordinated follow-up.

### Lead management

Capture enquiries, deduplicate contacts and assign an accountable owner.

### Sales workflows

Track stages, next actions and the information required before a deal advances.

### Account service

Keep customer history, requests and follow-up tasks in a shared record.

## Turn an enquiry into a follow-up

Capability Example

A website form arrives for a contact already in the CRM.

### Match

### Assign

### Follow up

Illustrative data. Nothing is sent to an external system.

Example workspace 1 / 3

### Incoming lead

-   Email matches an existing contact
-   Source: website enquiry
-   Owner: unassigned

Find the existing contact using agreed matching rules.

### Matching rule

-   Contact record reused
-   New enquiry attached
-   Territory rule selects owner

Attach the enquiry to an owner without duplicating the account.

### Follow-up queue

-   One contact record
-   Assigned task visible
-   Source and rule retained in history

Create a dated task and record the response against the same timeline.

One customer record with enquiry history, ownership and a visible next action.

Follow the record through the next step

## A CRM fitted to the team's working rules.

-   **CRM data model and interface**
-   **Import and deduplication tools**

-   **Integration contracts**
-   **Permission tests and operating guide**

## Agree ownership and the source of each field.

### Data migration

Agree field mapping, duplicate handling and records that must be retained.

### Integration access

Email, telephony and existing CRM providers have separate permissions and API limits.

## Questions before we start.

### Should we build a CRM or customize an existing one?

Compare required workflows, licensing, integration access and long-term maintenance before choosing. We can scope either approach.

### Is this an ERP?

No. CRM focuses on customer relationships. Stock, purchasing and accounting belong to separate operational systems that can integrate with it.

[Software Development](https://daphnislabs.com/services/software-development) [ERP Software Development](https://daphnislabs.com/services/erp-software-development) [Internal Operations Automation](https://daphnislabs.com/services/internal-operations-automation) [Web Application Development](https://daphnislabs.com/services/web-application-development)

## Bring your starting point.

Share your pipeline stages, current customer spreadsheet and the handoffs that are being missed.

[Discuss your project](https://daphnislabs.com/contact?service=crm-development) [Explore related services](https://daphnislabs.com/services/software-development)