A CRM built to order for a small company
A client card, calendar, contact history and invoices, tailored to your industry.
Problem and solution
Customer data, deadlines and agreements sit in emails, Excel and on sticky notes. Something always gets lost. A ready-made CRM, on the other hand, has a hundred features, of which five get used.
We build a light CRM for the way you work: a client card, calendar, contact history, tasks and invoices. It runs on your hosting and your data, so you do not pay a subscription that grows with your contacts.
What the service includes
This is the standard scope. In the quote you get this list in writing, and whatever you do not need drops out of the scope and the price.
Need a different scope? Describe what should be built. We will send back a list of items with a price for each.
Request a quote- A client card with the whole history of cooperation
- A calendar and a task list
- Issuing and viewing invoices
- Permissions for different roles in the team
What you get
Everything you know about a client in one place
Agreements stop getting lost in emails
No fees that grow with your contact base
Why your own CRM instead of a subscription
Ready-made CRMs are good as long as your sales process looks the way their authors imagined it. The problem begins at the first "with us it works differently". Then you either pay a consultant who bends the system, or the team starts doing the real work in Excel next to the CRM. We have seen both.
A custom CRM has one advantage: it contains exactly the fields and stages you use, and nothing else. A salesperson does not scroll through fifteen tabs to reach a phone number. And there is no per-user subscription that grows with every new person.
What is usually in scope
A client card with the full history: calls, emails, offers, agreements. A sales funnel with stages named your way, not "qualified lead". A calendar of tasks and reminders, so nobody forgets to call back. Issuing or attaching invoices. Permissions that let a salesperson see their clients and the boss see all of them.
We also add industry-specific things, because they most often decide whether the team uses the system. For a renovation company that will be a quote by floor area, for a clinic a treatment calendar, for a wholesaler prices per customer.
What it costs and what affects the price
A mini CRM starts from PLN 6,290. Three things affect the final quote: the number of roles and permissions, the number of integrations with systems you already use, and whether data must be moved from your current tool. Migrating a contact base is sometimes bigger work than the CRM itself, so we ask about it at the start.
The code and the database are yours. If in two years you want to develop the system with someone else, you have something to build on.
What makes it better than a ready-made CRM?
It does exactly what you need. No dozens of unnecessary features, no subscription that grows with your database. You keep the data.
How is it different from Pipedrive or Bitrix?
Those are ready-made and cheaper at the start, so if your process is typical, we will honestly recommend one of them. A custom CRM makes sense when your process is unusual or when a subscription for a dozen users starts to cost more than building your own.
Can we start with something smaller?
Yes, and that is usually what we do. The first version covers one process, for example handling enquiries from the form to the offer. The team works on it for a few weeks and only then do we add the rest. That way we do not build features that turn out to be unnecessary.
What about access from a phone?
The CRM runs in the browser, so also on a phone. A salesperson in the field can add a note after a meeting without going back to the office.
Let's talk about your project.
Free consultation: we talk about the goal, the scope and a realistic budget, with no obligation. We usually reply within one working day.
or write: kontakt@synapsite.pl