Your pipeline, your stages
Deal stages that match your real sales process, whether that is enquiry, viewing, offer and signing, or consultation, treatment plan and follow-up.
Built, not bought
We build a CRM around your pipeline, your team and your customers, connected to WhatsApp, your website and your phone line. No more forcing your business into someone else's software.
Every lead in one place. Bye bye, sticky notes!
Leads arrive by WhatsApp, web forms, phone calls and email, and each one ends up somewhere different: a spreadsheet, a notebook, a salesperson's phone. Off the shelf CRMs promise to fix it, but you pay for features you never use and still build workarounds for the ones you need. Meanwhile follow-ups slip and nobody can say which deals are really moving.
Leads forgotten because nobody owned the follow-up
A generic CRM the team quietly stopped using
No quick answer to 'how are sales looking this month?'
We start from how you actually sell: the stages a deal goes through, the details you need about each customer and who does what. Then we build a CRM with exactly those stages, fields, permissions and dashboards, and connect it to WhatsApp, your website forms, your phone system and your sales team. Automations take care of reminders and routine updates, so people can focus on conversations. And the data stays yours.
Custom CRM
Deal stages that match your real sales process, whether that is enquiry, viewing, offer and signing, or consultation, treatment plan and follow-up.
Track what matters in your industry: property preferences, treatment history, project scope, renewal dates. Nothing extra, nothing missing.
Salespeople see their own leads, managers see the whole team and finance sees what it needs. Sensitive data stays with the people who should have it.
Leads by source, deals by stage, team activity and expected revenue on one screen, built around the numbers you actually check.
Two way WhatsApp conversations inside every customer record, with bot chats, templates and team replies in one timeline.
Website forms, landing pages, ads, phone calls, WhatsApp and email all create or update the same record, with the source tagged automatically.
New leads assigned automatically, follow-up reminders, messages triggered by stage changes and alerts when a hot lead hasn't been contacted yet.
Your customer data belongs to your business. Export it whenever you like, connect it to other tools and decide exactly who can access it.
How it works
Four panels, like a yonkoma comic: setup, build, twist and payoff.
We sit down with you and your team, look at your spreadsheets and current tools, and map every step from first contact to paid invoice.
We define stages, fields, roles, automations and dashboards, and show you the main screens before any building starts.
We build the CRM, connect WhatsApp, forms, phone and your other tools, and carefully move your existing contacts and deals across.
We train your team, go live and keep improving the system as your business changes and the team asks for more.
Examples
An agency in Barcelona tracks buyers, sellers and properties in one system, with each buyer's budget, preferred areas and viewing history. When a new listing comes in, the CRM shows which buyers match and reminds the agent to call them.
A clinic in Sydney keeps each client's treatment history, consent forms and packages in a single record. When it is time for the next session, the CRM sends a WhatsApp message with a link to book.
An agency in Amsterdam follows every proposal from the first call to a signed retainer, and sees at a glance which clients are due for renewal. Account managers get a reminder before a contract ends, not after.
A renovation company in Manchester logs every enquiry, site visit, quote and job in one pipeline. The office sees which quotes are still waiting for an answer, and the CRM follows up with the customer on WhatsApp after a few days.
A wholesale supplier in Singapore manages trade accounts, price lists and repeat orders next to its online store. Sales reps see what each account usually buys and get an alert when a regular order is late.
Kaede
We build both of our flagship products, so your CRM and your WhatsApp bot are designed together and share one view of every customer.
We don't sell you a license and disappear. We design the system around your process, your language and your team, and change it as you grow.
With people in Tel Aviv, Lisbon, Bangkok and Tokyo, we work across time zones, and our outsourced sales center can work your leads straight from the CRM if you need extra hands.
A CRM (customer relationship management system) is where a business keeps track of everyone it sells to: who they are, what they asked for, what was promised and what happens next. Custom CRM development means building that system for one specific business, instead of renting a general product and reshaping your work to fit it.
It doesn't have to be a huge project. For most small and medium businesses, a bespoke CRM is a focused tool: the pipeline you already use, the fields you already track in spreadsheets and the automations you wish someone would just do for you.
If your sales process is simple and fairly standard, a popular CRM with a few settings changed may be all you need. There are good products out there, and we are happy to say so when that is the right call.
Each stage should mean something concrete, such as 'viewing booked' or 'quote sent', so anyone can open the pipeline and understand where every deal stands without asking.
Every unnecessary field is another reason for the team to skip the CRM. We design records around the information you actually use to sell and to serve customers.
Assigning new leads, reminding someone to follow up, moving a deal forward when a payment arrives, sending a WhatsApp template when an appointment is booked. These small steps are where deals usually get lost, and they are easy to automate.
A good dashboard answers practical questions: which lead source brings real customers, where deals get stuck and who on the team needs support. We build dashboards around the decisions you make every week, not around vanity charts.
For many businesses WhatsApp has become a main sales channel, which is exactly why a CRM without it is only half a CRM. We connect your system to the official WhatsApp Business Platform, so conversations, bot chats and approved templates appear inside each customer record. When our WhatsApp bot qualifies a lead, the CRM already knows who it is, what they want and who should call them.
The best CRM is the one people open every morning. That is why we involve the team early, keep screens simple, make sure it works well on phones and train everyone before launch. After launch we listen to feedback and adjust, because a CRM that never changes slowly stops fitting the business it was built for.
Switching systems is often what stops businesses from upgrading. We plan the move with you: what data comes across, how it is cleaned, which old habits stay and which go. Your team gets a short, practical training, and the old spreadsheets can stay available for reference until everyone is confident.
Your CRM sits at the heart of the path from the first click to the closed deal. Leads come in from your website, your online store and your social campaigns. WhatsApp bots and AI help qualify and serve them. If you want more capacity, our outsourced sales center can work the pipeline across time zones from Tel Aviv, Lisbon, Bangkok and Tokyo. And everything reports back to one place that you own.
Off the shelf CRMs suit many businesses, and if one fits yours, we will tell you. A custom CRM makes sense when your process doesn't match their templates, when you pay for seats and features you never use, or when you need deep connections to WhatsApp and your own systems. You get software that fits your business instead of a business that bends to its software.
Yes, always. You can take just a custom CRM and nothing else. If you want to connect more pieces later, everything is built to plug in easily. The simplest way to start is a short consultation call on WhatsApp: tell us what your business needs and we will tell you honestly what is worth doing and what is not.
Book a consultation on WhatsApp
Not at all. A CRM for small business can be simple and focused, replacing a pile of spreadsheets and apps with one place the whole team trusts. We often start with a lean first version that covers your core pipeline, then add more as you grow.
Yes. We import contacts, companies, deals and history from spreadsheets or from your current CRM, clean up duplicates where we can and map everything to the new structure. You review the migrated data before the switch, so you know everything important came across.
Yes, and it is one of the things we know best. WhatsApp conversations, bot chats and templates live inside each customer record, and your team can reply from the CRM. Leads who start on WhatsApp are created automatically, with their source attached.
Your customer data belongs to your business, and you can export it whenever you want. Hosting, access and ownership of the system itself are set out clearly in our proposal before any work starts, so you know exactly what you are getting.
Yes. We design the CRM to work in the browser on desktop and mobile, so salespeople in the field can update deals, log calls and reply to customers on the go.
Yes, a custom CRM grows with you. New stages, fields, reports, automations or integrations can be added whenever your process changes, without moving everyone to a new system.
It depends on the number of processes, the integrations and the data you bring with you. We usually recommend a focused first version, getting the team comfortable with it, and expanding from there. You get a clear scope and timeline in the proposal before we begin.
We plan security from the first day: role based permissions, secure sign in, encrypted connections and backups. We also decide together who can view and export sensitive information, which matters a lot for clinics, finance and legal businesses.
From the journal
Custom CRMSpreadsheets are a great way to start tracking customers, but they stop scaling long before most businesses notice. These seven signs tell you it's time to move to a CRM.
Custom CRMOff the shelf CRMs are quick to start but often force your business into someone else's process. Here is how to tell when a custom CRM is worth it, and when it isn't.
Related services
Custom CRM
Show us how you sell today, spreadsheets and all. We'll map it with you and show you what a custom CRM for your business would look like.
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