The funnel comes before the screens
We map every stage, hand-off rule, quote and approval with the sales team before designing a single screen. The CRM reflects how your company sells, not what a generic tool assumes.
Custom CRM: how we build it
We build custom CRMs from your company's real sales funnel. In Sprint Zero we map stages, sales rules, data and integrations in 15 days and validate the prototype with the sales team; the MVP goes into production in 2-week sprints, and in Orbit we keep evolving automations and reports.
Particularities
Data migration without losing history
Customers, opportunities and history move out of spreadsheets and legacy systems with cleanup, deduplication and validation. The migration is rehearsed before cutover, so the team starts with data it can trust.
ERP, WhatsApp and e-mail integration
Orders, billing and inventory come from the ERP or SAP, and WhatsApp and e-mail conversations are logged on the customer record. Each integration goes into the roadmap with scope and estimate.
Role-based permissions
Sales reps, managers, resellers and executives see only what they need, with rules by account portfolio, region or team. Every relevant change is recorded in an audit trail.
LGPD from the architecture up
The legal basis, consent, purpose and retention of each piece of personal data are defined in Sprint Zero. Data subject access and deletion requests have their own flow inside the CRM.
Discovery and development phases
- 01 · 15 days
Sprint Zero
Understand how your company sells and turn it into a CRM validated as a prototype by the sales team.
Activities
- Immersion in the sales cycle with reps, managers and after-sales
- Mapping of the funnel, quoting rules and approvals
- Survey of current databases and the migration plan
- Mapping of ERP, WhatsApp and e-mail integrations
- Definition of access roles and LGPD rules
- Clickable prototype validated with the sales team
Deliverables- Vision Document with funnel, integrations and data model
- Validated clickable prototype
- MVP roadmap with scope and estimates
- 02 · 8 to 14 weeks
MVP in production
Get the sales team working in the CRM, with migrated data and the priority integrations running.
Activities
- 2-week sprints with a Sprint Review every 15 days
- Customer records, opportunity funnel and quotes
- Priority integrations with ERP, WhatsApp and e-mail
- Rehearsed and validated migration of existing data
- Funnel management dashboards and sales reports
- Team training and cutover support
Deliverables- CRM in production with migrated data
- Priority integrations up and running
- User guide per role and team training
- Documented source code handed over to the client
- 03 · Ongoing
Orbit
Keep the CRM stable and evolve automations, integrations and data intelligence as the operation grows.
Activities
- Monitoring, observability and SLA-backed support
- Automation of sales stages and follow-ups
- New integrations and reports from the living roadmap
- Periodic review of access rights and LGPD compliance
Deliverables- Living evolution roadmap
- Periodic uptime and usage report
- Support from the same crew that built it
Allocated crew
| Role | Sprint Zero | MVP in production | Orbit |
|---|---|---|---|
| Project managerFocus: Runs rituals, timelines and Sprint Reviews, and is your single point of contact. | Leads | Part-time | On call |
| Business analystFocus: Maps the funnel, sales rules and access roles with your team. | Full-time | Part-time | On call |
| UX/UI designerFocus: Designs screens around the sales rep's daily routine, on desktop and mobile. | Full-time | Part-time | On call |
| Full-stack developerFocus: Builds the CRM with code that is reviewed, tested and documented every sprint. | Part-time | Leads | Part-time |
| Integration and data engineerFocus: Owns the migration, the ERP, WhatsApp and e-mail integrations and the data model. | Part-time | Full-time | Part-time |
| DevOps engineerFocus: Handles infrastructure, continuous deployment, backups and monitoring. | On call | Part-time | Part-time |
Technologies
Next.jsNode.jsTypeScriptPostgreSQLERP/SAP integrationWhatsApp Business APIProcess automation
Frequently asked questions
Why a custom CRM instead of an off-the-shelf one?
When the sales cycle has its own rules, such as complex quotes, reseller channels or ERP integration, a custom CRM avoids costly workarounds and parallel spreadsheets.
Do you migrate data from our spreadsheets and current system?
Yes. We survey the databases in Sprint Zero, clean up and deduplicate the data and rehearse the migration before cutover, so the team starts with information it can trust.
Is the CRM LGPD-compliant?
Yes. Consent, purpose, retention and data subject rights are part of the architecture from Sprint Zero, not a fix at the end.
Does my company own the source code?
Yes. At the end of the project the source code belongs to the client, and we sign a non-disclosure agreement (NDA) whenever you ask.
Related service
CRM
Custom CRM shaped around your sales cycle, with native LGPD compliance.
Ready to get your mission off the ground?
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