Configurable pipeline
Model stages, gates, probabilities and required actions around the way your team actually sells.
CUSTOM BUILD · SALES & CRM
custom CRM software
stop forcing a specialist business into a generic pipeline.
A vertical CRM foundation designed to be configured around the stages, records, permissions and communication patterns of a specific business model. It keeps leads, accounts, opportunities and history connected without unnecessary generic complexity.
Enterprise Vertical CRM workspacelive
Operational view
Pipeline tracking, lead management & automated communication history
Open pipeline£1.8m
Qualified leads184
Follow-ups due23
Forecast£620k
Workflow activity
01
Capture leadvalidated
done02
Qualify & enrichautomated
done03
Move through custom stagesassigned
done04
Automate follow-upsynchronized
done05
Forecast & closeaudited
liveSystem health
99healthy
Automationsactive
Audit trailon
Integrationssynced
illustrative sample screen
what we build
one operating layer instead of fragmented handoffs.
A vertical CRM foundation designed to be configured around the stages, records, permissions and communication patterns of a specific business model. It keeps leads, accounts, opportunities and history connected without unnecessary generic complexity.
Best forSpecialist sales teams, B2B services, distributors, institutions and businesses with a repeatable but industry-specific commercial process.
Custom build
designed and built around how your team works.
This is a custom build, not an off-the-shelf product. We design it around your workflow and reuse proven modules from our live platforms (orders, inventory, reporting, booking, roles and audit history) where they fit, so you get to launch sooner.
what it can include
built for the work behind the screen.
Lead & account records
Keep contacts, companies, opportunities and relevant vertical-specific data connected.
Communication history
Centralize notes, email events, calls and activity context against the customer record.
Task automation
Create follow-ups, reminders and stage-driven actions so opportunities do not depend on memory.
Role-based visibility
Control what teams, managers and departments can see or change across sensitive accounts.
Revenue reporting
Track pipeline value, aging, conversion and forecast signals using the dimensions that matter to your business.
workflow
from event to action, every step stays traceable.
Each implementation can adjust stages, permissions, data fields and automation rules around the client’s real operating model.
01Capture lead
02Qualify & enrich
03Move through custom stages
04Automate follow-up
05Forecast & close
plans & tailored pricing
scope it to fit. extend it as you grow.
Core provides a focused vertical pipeline, Growth adds deeper automation and reporting, and Enterprise supports complex teams, custom data models and integrations.
Focused deployment
Essential product workflow, standard roles, implementation support and a clean path to add modules.
- Core product modules
- Standard onboarding
- Role-based access
- Operational reporting
Automation + scale
For teams that need broader workflow depth, more automation, integrations and operational reporting.
- Expanded modules
- Advanced workflow rules
- Integration options
- Custom reports & permissions
Complex operation
Tailored architecture for multi-location, high-volume or deeply integrated operating environments.
- Custom workflow logic
- Advanced integrations
- Implementation planning
- Ongoing optimization
Pricing is tailored to your volume, users, locations, integrations and customization. Share a few details and we'll come back with a quote.
Enterprise Vertical CRM