Services / Custom CRM Solutions

Custom CRM Solutions

A CRM shaped around how your business actually works — not the other way around. Your pipeline, your data, your team.

Timeline
3–6 weeks typical
Ownership
100% yours
Get started →See case study →
Custom CRM Solutions
Capabilities

What we build

Every project is a custom mix of these — never an off-the-shelf product.

01

Custom Pipelines

Stages, fields, and rules that mirror exactly how your team works.

02

Contact 360°

Every email, call, deal, and note about a customer in one place.

03

Built-in Automation

Auto follow-ups, lead routing, reminders, and status updates.

04

Integrations

WhatsApp, email, payments, telephony, and your existing tools.

05

Reports & Dashboards

Live revenue, conversion, and team-performance views.

06

Roles & Mobile

Permission control and a mobile view for field teams.

Inside the product

See the kind of thing we build

Illustrative interfaces — your build is designed around your brand and workflow.

app.kiteways.com
crm.kiteways.app
◧Pipeline
◍Contacts
◔Deals
✉Inbox
◈Reports
Sales Pipeline+ New deal
New Leads24
Acme Foods
Nimbus Co.
Patel Textiles
Qualified12
Verde Cafe
BlueOak Ltd
Proposal7
Sunrise Clinic
Won4
Greenfield Mfg
app.kiteways.com
flows.kiteways.app
✉
Email in
Trigger
→
◈
AI extract
Claude
→
✓
Validate
Rules
→
⇄
Sync CRM
Action
Running · 1,204 runs this month · 0 failed
Use cases

A custom CRM for every business

Same engine, shaped to how your industry actually sells and serves.

01

Real-estate CRM

Property inventory, site-visit scheduling, broker pipelines, and lead-source tracking.

02

Clinic & patient CRM

Appointments, follow-up reminders, treatment history, and recall campaigns.

03

Field-sales CRM

Mobile-first for reps on the road — check-ins, orders, and beat plans.

04

Agency & project CRM

Leads → proposals → projects, with retainer and renewal tracking.

05

D2C & retail CRM

Customer profiles, loyalty, repeat-purchase nudges, and WhatsApp support.

06

Education & admissions CRM

Enquiry capture, counsellor pipelines, and admission-stage automation.

Industries

Built for your industry

Real estateHealthcare & clinicsManufacturing & distributionEducationFinancial servicesLogisticsHospitalityProfessional services
Process

How it works

Same rigor regardless of project size.

01

Map Your Workflow

We shadow how your team actually sells and serves — that becomes the spec.

02

Design the Model

Pipeline stages, data model, automations, and reports defined and approved.

03

Build & Migrate

Build the CRM and import your existing contacts and history.

04

Roll Out & Train

Deploy, train the team, and tune based on real usage.

Deliverables

What you get

✓Custom CRM application
✓Data migration from your current tool
✓Automations + integrations
✓Reporting dashboards
✓Role-based access
✓Team training + 30-day support
Stack

What we build with

ReactNode.jsPostgreSQLSupabaseWhatsApp APIClaude AI
Note

We choose stack based on your needs, not preference. Existing codebase? We extend it.

Related work

See it in action

Automated invoice processing for a logistics company
AutomationAI Agents
TransLogic · Logistics

Automated invoice processing for a logistics company

TransLogic processed 200+ vendor invoices monthly by hand. We built an AI-powered pipeline that extracts, validates, and routes invoice data automatically.

Read case study →
FAQ

Common questions

Why build a custom CRM instead of using HubSpot or Zoho?

+

Off-the-shelf CRMs are great until your process doesn't fit their boxes — then you pay per-seat forever to bend your business around their design. A custom CRM fits your exact workflow, integrates with your tools, and you own it outright. We'll honestly tell you when an off-the-shelf tool is the better call.

Can you migrate our existing data?

+

Yes. We import contacts, deals, and history from spreadsheets, Zoho, HubSpot, or whatever you use now — cleaned and mapped to the new structure.

Does it work on mobile for field teams?

+

Yes. We build responsive, mobile-first views for reps who work on the road — check-ins, order capture, and quick updates from a phone.

Can it use AI?

+

Absolutely — auto-summarized call notes, lead scoring, smart follow-up drafting, and natural-language search across your customer data, powered by Claude.

Have an idea? Let’s build it.

Tell us what you want to build. We respond within 24 hours.

Start your project