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Custom CRM

A CRM that follows your sales process.

Clients, deals, quotes, invoices, scheduling: we design the CRM that fits exactly the way you sell. No useless menus, no per-user licence fees.

In short

Your sales method deserves better than a spreadsheet.

Many businesses juggle a tracking spreadsheet, an inbox, an invoicing tool and scattered notes. Follow-ups get lost, figures arrive late, and nobody has the same version.

A custom CRM brings everything together, with your stages, your documents and your vocabulary. Your team adopts it because it looks like the way they work, not like a vendor’s idea of it.

Your pipeline stages

Your sales phases, statuses and fields. Drag a deal from one stage to the next.

Quotes and invoices

Generated in your brand colours from client records, exported as PDF, numbered automatically.

Dashboards

Revenue, win rate, payments: the metrics that matter to you.

Per-user permissions

Everyone sees what concerns them: management, sales, admin.

On every screen

Desktop, tablet, phone: your CRM follows you to meetings and back to the office.

Data migration

Your Excel files or old software imported cleanly at launch.

Examples

CRMs for every trade.

Indicative examples: every project starts from the way you actually work.

Services

Agency or firm

Clients, assignments and time tracking, with progress-based invoicing.

Construction

From quote to job site

Detailed quotes, deposits, crew scheduling and site follow-up.

Real estate

Listings and buyers

Properties, viewings, buyer matching and file tracking.

Training

Enrolments and sessions

Trainees, sessions, agreements, certificates and funding.

B2B trade

Accounts and orders

Business clients, negotiated prices, recurring orders.

Non-profits

Members and donations

Memberships, fees, donations and tax receipts in one place.

How it works

Four steps, zero jargon.

01

Scoping

A conversation about your business and tools, then a detailed, free quote.

02

Mock-ups

You approve the screens of your future tool before development.

03

Development

Staged releases on a test environment: you try, we adjust.

04

Go-live

Data migration, onboarding, then one month of support included.

FAQ

Questions we often hear.

Another question? Write to us: we reply personally, within 48 hours.

An off-the-shelf CRM works when your process is standard. Custom makes sense when your stages are specific, when you pay for many per-user licences, or when you fill the gaps of your current CRM with spreadsheets.

Yes. Spreadsheets, exports from old software, address books: migration is assessed during scoping and included in the quote.

Yes: email, calendar, online payment, accounting, website. We check feasibility for your tools during scoping.

As many as you need: there is no per-user licence. Only hosting and maintenance, if you entrust them to us, are billed as a subscription.

A tool that fits you can be built.

Tell us how you work today. We will tell you, plainly, what custom software could change, and what it would cost.

+33 6 52 15 06 00contact@maison-sassi.comParis · free quote within 48 hours