What this is
Off-the-shelf CRMs and ERPs are a compromise: they do everything "OK" and nothing "great." When you have a unique process (and every company that does something better than its competitors has one), the box starts to get in the way. You have to break the process, teach people to work "the system's way," live with slow reports.
We build the system around you. Your roles aren't a canned "manager/admin" - they're your specific job titles with their specific permissions. Your customer cards carry the fields you actually need. Your reports show the metrics you measure, not the ones the box happens to support.
Mandatory elements - multi-role with row-level security (branches don't see each other's clients), a full audit log (who changed what and when), Excel import/export (to swap data with contractors), and mobile adaptation (for field teams working from a phone).
Stack
What's included
- Multi-role (admin / manager / client)
- Row-level security
- Full audit log of actions
- Import / export to Excel
- Kanban / tables / cards
- Mobile-adaptive
Typical tasks
The kind of requests that usually come in for this service.
- Internal CRM for the sales team
- ERP for warehouse and logistics
- Orders and documents tracking system
How we work on this service
Four stages with clear deliverables
This breakdown is specific to this service - the general methodology lives on the "How we work" page.
Process map
We figure out how roles, permissions and data flows work today.
Deliverable
Process document + DB schema
Prototype
Clickable Figma prototype of the key screens. Signed off before any code.
Deliverable
Prototype + approved screens
Development
We build in sprints; every two weeks a working version you can test.
Deliverable
Modules ship to production one by one
Data migration
We move data from Excel / the old system with validation and reconciliation.
Deliverable
Data in the new system, reconciled to source
When this isn't your task
We don't take these cases under this service label - honestly, so you don't lose time.
- Rebuilding a boxed CRM "exactly as it was, but ours" - usually cheaper to train the team on the box
- Systems for 2-3 users - Airtable/Notion often cover that for $0
- Projects with no product owner empowered to make process decisions
FAQ
Common questions about this service
Why not use a ready-made CRM - Bitrix/AmoCRM?
If your process fits the box, use the box - it's cheaper. We come in when the box gets in the way: unusual roles, complex reporting, 1C/bank integrations, security requirements SaaS doesn't meet.
And if we later want to move to a boxed solution?
We'll export the data in standard formats and help with migration. The code and data are yours - no lock-in.
How many roles can we set up?
Technically - as many as you want. In practice - past 6-7 it starts to get in the business's own way. We usually work out the role matrix separately.