Engineering services · Custom CRM
Custom CRM Software for Growing Businesses
Tailored CRM systems built to streamline customer management, sales workflows, and business operations.
We design and build custom CRM systems that fit how your team actually works — from lead tracking and pipeline management to customer communication and reporting, all in one place built for your business.
What this service is
Who it's for, and what it fixes.
A CRM is where your business remembers its customers: who they are, what they asked for, what was promised and what happens next. Off-the-shelf CRMs are built for a generic sales pipeline. When your process has steps, approvals, products or service work that a generic pipeline cannot express, the team ends up working around the tool, and the CRM stops being trusted.
We build CRMs around the way you actually win and serve customers: your stages, your fields, your rules for who owns which account. Sometimes the right answer is a standard CRM configured well, or a product such as Varynt Work, whose CRM is part of a wider tool; we will say so before proposing a build.
Sales teams with a non-standard process
Quotes, site visits, approvals or long cycles that do not fit a simple deal pipeline.
Service businesses
Customer history that spans enquiries, jobs, visits, renewals and support, not just a sale.
Teams paying for an unused CRM
A subscription per seat for a tool the team avoids, while the real work lives in sheets and chats.
Businesses with several channels
Leads from a website, email, phone and partners that need one record per customer.
Problems it solves
- Leads arrive through several channels and some are never followed up
- Nobody knows who last spoke to a customer, or what was promised
- Managers build the weekly pipeline report by hand
- Duplicate customer records, each with part of the story
- Sales and service teams each keep their own list of the same customers
What's included
The deliverables.
What a typical engagement produces. Discovery decides which of these your first release needs.
Pipeline and data model
Your stages, fields, ownership rules and the record types you need (leads, accounts, contacts, deals, jobs), agreed with the people who sell and serve.
The CRM application
Fast list and detail screens, search, filters and saved views, built for the daily use of each role.
Lead capture
Leads from your website forms, email and other sources created automatically, de-duplicated and assigned by your rules.
Follow-ups and automation
Tasks, reminders and stage changes that happen on their own, with emails recorded against the customer.
Reports and dashboards
Pipeline, conversion, activity and revenue views built on live data, with exports for anything else.
Data migration
Your existing customers and history moved in from spreadsheets or the old CRM, cleaned and checked.
How an engagement runs
From first call to running software.
Five phases, each ending in something you can see and approve. The detail, and what we need from you at each step, is on how we work with you.
- 01
Discovery 1–2 weeks
How a lead becomes a customer and what happens after: the stages, the hand-offs, who owns what, and where it breaks today. We also check whether an existing product would do.
- 02
Design 1–2 weeks
The record types and fields, the pipeline, and the key screens as clickable designs, reviewed with the people who will live in them.
- 03
Build 5–9 weeks
Two-week cycles: records and pipeline first, then lead capture, automation and reports. The sales team tries each build with real examples.
- 04
Launch 1–2 weeks
Data migrated with a rehearsal first, short role-based training, and a set date from which the CRM is the only place customer work is recorded.
- 05
Support Ongoing, if you want it
New fields, reports and automations as your process changes, under a support arrangement, or a handover to your team.
Technology approach
Plain, proven, and yours to keep.
Mostly the stack behind the Varynt products, chosen per project. Read how we build.
- React
- TypeScript
- Java
- Spring Boot
- PostgreSQL
- REST APIs
- Application
- React and TypeScript screens designed for speed with large lists; Java with Spring Boot for the rules, assignments and automation.
- Data
- PostgreSQL, with search built for finding a customer by any name, number or email, and versioned changes to the data model as your fields evolve.
- Email and messages
- Emails recorded before they are sent and retried if the mail service is down, the same pattern our own products use, so no follow-up silently disappears.
- Integrations
- Connections to your website forms, accounting and other tools through their APIs, with errors visible to an admin.
What you receive
Ownership, documentation, handover.
- The full source code in a repository you own, with its history, from the first week
- A written handover: architecture overview, how to run, build and release it, and the decisions taken and why
- Credentials, keys and accounts created in your name, never ours
- The automated test suites and the build pipeline, so anyone can keep shipping it
- A data dictionary: every record type, field and rule, in plain words
- An admin guide for adding users, fields, stages and automations
Typical timelines
Ranges, not promises.
- Focused sales CRM
- 6–10 weeks
- Leads, accounts, a pipeline, tasks and core reports, with a data import.
- Sales and service CRM
- 10–16 weeks
- Adds service records, automations, several lead sources and integrations.
- Replacing an existing CRM
- From 8 weeks
- Depends mostly on the amount and condition of the data to move.
Every project is quoted for its own scope after discovery; prices are not published.
Security and quality
The practices we use on our own products.
Varynt runs four products for paying customers. Client work gets the same habits. See trust and security.
- Row-level ownership rules enforced on the server: people see the accounts they should, nothing more
- Every change to a customer record kept in a history: who changed what, and when
- Access is checked on the server for every request; hiding a button is never the control
- Code review on every change, and automated tests that run before anything is released
- Test suites run in more than one order, so a test that only passes by luck is caught
- Before a release changes a database, it is backed up and the backup is restored and checked
- Secrets live outside the code, and dependencies are kept current
Why build a CRM when products already exist?
Often you should not. If a standard CRM fits your process with light configuration, use it. Build when your process is part of how you compete, when per-seat costs for a tool nobody likes keep growing, or when the CRM must hold service and operational records too.
Can you move our data from spreadsheets or our old CRM?
Yes. We map the old fields to the new model, clean duplicates, run a rehearsal import you check, and then the real one. The migration report lists what was moved and anything that was not.
Will it work on phones?
Yes. The screens are responsive, and the most common actions on the move, such as looking up a customer or logging a call, are designed for phones first.
Can it send emails and WhatsApp messages?
Email, yes, with each message recorded against the customer. WhatsApp can be connected through the WhatsApp Business Platform for your own CRM; we scope it with you, including the approvals Meta requires.
How is access controlled?
By roles and ownership rules you choose, such as people seeing only their own accounts, team leads seeing their team's and managers seeing all, enforced on the server for every request and export.
Does Varynt sell a CRM product?
Varynt Work includes a CRM alongside projects, tasks, time and a client portal, which suits agencies and service firms. If it fits, it is faster and cheaper than a build.
Related
Services and products that fit alongside.
Other services: AI agents · Mobile apps · Web applications · LLM applications · SaaS products · Cloud and DevOps · MVPs for startups
Get in touch
Walk us through how you win a customer.
A short call about your pipeline and where it leaks. You get an honest view of configure, adopt or build, and a scope if building is right.