Custom CRM

Custom CRM development for your business

WebSteve builds custom CRM systems that bring your customer records, appointments, cases and day-to-day actions into one business-specific platform. It is designed for tradespeople and small or medium-sized businesses that have outgrown spreadsheets and generic customer management software.

Request a quote Explore the features
Tailored
Built around your business
Online
Desktop and mobile
Connected
Works with your tools
GDPR
You stay in control of your data
Custom CRM development for your business
Customer records tailored to your workflow
Team appointments and scheduling
Activity and status history
Website enquiries sent straight to the CRM
CustomersSchedulingAutomationTeams
Why choose a custom CRM?

A CRM that fits the way your business actually works

🎯
Built for your workflow
Customer records, tabs, statuses and tracked information are designed around the way your business operates.
👥
One customer database
Search, filter, sort and manage customers with colour-coded statuses, counters and CSV exports.
📅
Team scheduling
Plan visits, installations, after-sales appointments and follow-ups for each team from one place.
🕘
Complete activity history
Keep dated notes and automatically record status changes so each customer case remains easy to follow.
⚡
Less manual data entry
Enquiries submitted through your website can be added to the CRM automatically.
🔗
Connected to your tools
Depending on the project, your CRM can connect with WooCommerce, WhatsApp, email, Make, n8n and AI features.
What WebSteve can build

The building blocks of your custom business CRM

Custom-built
Tailored customer records
Structure each customer record around your business with dedicated tabs, fields, case information and useful calculations.
Advanced customer list
Use search, filters, sorting, colour-coded statuses, counters and CSV exports to manage your customer base efficiently.
Business scheduling
Organise appointments by team for surveys, visits, installations, service calls and follow-ups.
Users and permissions
Create user and CRM administrator roles with team account management, personalised emails and one-click account deactivation.
Automation and integrations
Send website enquiries into the CRM automatically and connect existing business tools where the project requires it.
Dedicated CRM interface
Access the CRM through its own web address and branded login page, completely separate from your website administration area.
Custom CRM development

How your custom CRM is built

1
Map your workflow
We identify the information you manage, the stages of each case, your team roles and the tools already used by the business.
2
Define the CRM structure
We determine the customer records, tabs, statuses, lists, filters, schedules and actions your team genuinely needs.
3
Build your business CRM
The platform is developed with its dedicated interface, user accounts and the agreed features for your workflow.
4
Connect your existing tools
Website forms, WooCommerce, WhatsApp, email, Make, n8n and AI features can be integrated where relevant to the project.
5
Protect your data
Your CRM data is hosted on your website or server, with GDPR requirements and appropriate backups taken into account.
See also

Automation & AI: related services

Automation & AI
AI and automation free up your time by handling repetitive tasks.
View page →
AI chatbot
An AI chatbot answers your visitors 24/7, qualifies your prospects and offloads your support.
View page →
AI agent
Beyond a chatbot, an AI agent performs concrete actions: sends emails, updates your CRM, generates quotes, schedules tasks.
View page →
WhatsApp Business
WhatsApp is the most-used messaging channel in the world.
View page →
Marketing automation
Capture more leads, nurture them automatically and convert them into customers with marketing automation.
View page →
FAQ

Custom CRM development FAQs

What is a custom CRM?

A custom CRM is customer management software designed around your own workflow, data and business processes. Its screens and features are built for what your team actually needs rather than a generic template.

What types of businesses is a custom CRM suitable for?

It is particularly useful for tradespeople and small or medium-sized businesses that manage customers, appointments, jobs or detailed cases. The CRM is structured around each company's workflow.

Can I use the CRM on my phone?

Yes, the CRM is accessible online from both computers and smartphones. It uses its own dedicated address and login page, separate from the website administration area.

Can the CRM integrate with WordPress?

Yes, a WordPress CRM can automatically receive enquiries submitted through your website forms. Connections with WooCommerce and other external tools can also be added depending on the project.

Can several team members use the CRM?

Yes, the CRM can support multiple user accounts with user and administrator roles. A CRM administrator can create accounts for team members and disable access in one click.

How much does custom CRM development cost?

The cost depends on the required features, data structure and integrations. WebSteve provides a free quote after an initial discussion about your requirements.

Your business should not have to adapt to a generic CRM
Tell me how you currently manage customers, appointments and cases, and we can define the custom CRM your team actually needs.
contact@websteve.fr
CRM projectRequest a free quote