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CRM software development

CRM software development for teams that sell, serve and follow up

A CRM (customer relationship management) system is the shared memory of your business: who the customer is, what they asked for, what was promised and what happens next. Without one, that memory lives in personal WhatsApp chats, inboxes and one salesperson's head.

Off-the-shelf CRMs are a good answer for many teams. Where your pipeline, approval steps or customer data are unusual, we build custom CRM software that mirrors your process, connects to the tools you already use and stays simple enough that people actually update it.

Who needs a CRM, and when off-the-shelf is enough

Sales teams with a real pipeline

If deals move through stages and several people touch them, a CRM prevents leads going cold and shows managers where deals stall.

Service businesses and agencies

Teams managing many client relationships and ongoing requests, where history and hand-offs matter more than a sales funnel.

Organisations with members or supporters

Clubs, associations and communities with approvals, roles and renewals. Our Tribu app is built for this kind of membership logic.

When a ready-made CRM is enough

If your process is standard and your team is small, a mature off-the-shelf CRM is often cheaper. Custom pays off when your rules, data or integrations do not fit one.

Customisation, integrations and where it runs

Your fields, stages and rules

Custom fields, pipeline stages, assignment rules, approval steps and automatic reminders that match how you actually work.

Integrations

Website and landing-page forms, email, WhatsApp, calendars, billing and invoicing, and your ERP or POS, so data is entered once.

Cloud or self-hosted

A hosted CRM is available from anywhere, and can be built as a SaaS if you plan to offer it to your own customers.

Web and mobile

A web app for the office and a mobile app for field staff to log visits, calls and notes on the spot.

Business problems a CRM addresses

Leads that go cold

Automatic reminders and a visible pipeline make sure every enquiry gets a reply and a next step.

Customer knowledge that walks out the door

History lives in the system, not with one employee, so hand-overs are painless.

Guesswork forecasting

Pipeline value and stage conversion give managers something to plan with.

Repeated questions

Everyone sees what has already been discussed, so customers are not asked twice.

Main features, reporting and security

  • Contact, company and customer records
  • Lead capture from web forms and messages
  • Configurable pipeline with drag-and-drop stages
  • Activity timeline with notes, calls and emails
  • Tasks and follow-up reminders
  • Quotes, invoices and payment status
  • Team assignment and workload views
  • Dashboards for pipeline, conversion and activity
  • Export to PDF and CSV
  • Role-based permissions
  • Audit log of changes
  • Import from spreadsheets

Where custom CRM fits

B2B sales teams

Multi-step deals with several contacts per company and approval before quotes go out.

Agencies and consultancies

Client accounts, projects and renewal dates in one place.

Education and training providers

Enquiries, admissions stages and follow-up across intake seasons.

Membership organisations

Applications, approvals, renewals and communications.

Businesses adding customers to their ERP

A CRM layer over billing, stock and orders.

How a CRM project runs

  1. 01

    Map the customer journey

    From first contact to repeat business: stages, owners, decisions and the information needed at each step.

  2. 02

    Clean and prepare data

    Contacts scattered across spreadsheets and phones are collected, de-duplicated and mapped into the new structure.

  3. 03

    Build the daily workflow

    Lead entry, pipeline, tasks and notes first, because these decide whether the team uses it.

  4. 04

    Add reports and integrations

    Dashboards for managers and connections to email, WhatsApp, billing and your website.

  5. 05

    Train and refine

    A pilot with one team, adjustments from their feedback, then full rollout.

CRM technologies

Web

  • Laravel
  • PHP
  • Next.js
  • React
  • Tailwind CSS

Mobile

  • Flutter
  • Dart

Integration

  • REST APIs
  • Webhooks
  • Email and WhatsApp messaging

Why Theme29 for CRM

We build the systems around a CRM

Billing, invoicing, HR and POS are things we already build, so integrations are natural.

Workflow-first design

We start with how your team works, then design the screens, to avoid a CRM nobody updates.

AI-ready

Summaries, reply drafts and lead scoring can be added later with our AI services.

Related work

See all client work and products

FAQ

Frequently asked questions

What is CRM software?

CRM stands for customer relationship management. It is software that stores customer and lead information, tracks every interaction and helps a team follow up consistently.

Do we need custom CRM software or an off-the-shelf CRM?

For standard sales processes and small teams, an existing CRM is usually more economical. Custom development is worth considering when your pipeline is unusual, when you need tight integration with your own systems, or when you want to own the platform.

What is the difference between CRM and ERP?

A CRM manages relationships and sales activity. An ERP manages the resources behind the business: stock, finance, purchasing and operations. Many companies use both, connected. Our article on CRM versus ERP explains the difference in detail.

Can the CRM work on mobile?

Yes. We build web CRMs with mobile apps so field staff can log notes and visits as they happen.

Can you connect the CRM to WhatsApp and email?

Yes, within what those services allow. We review the integration options during scoping so expectations are realistic.

Contact

Describe how your team sells

Tell us about your pipeline, team size and current tools. We will suggest whether custom or ready-made suits you better.

Send a message

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