How long does CRM development take?
A focused first release with lead capture, pipeline, and reminders typically takes eight to twelve weeks. Reporting, additional teams, and deeper integrations can follow in later releases; we agree the scope in writing before development starts.
Should we build a custom CRM or use an off-the-shelf one?
If your sales process matches how standard tools are structured, an existing product is often the right choice. A custom CRM pays back when your stages, pricing rules, or handovers genuinely differ, or when configuration options have been exhausted.
Can you migrate contacts from spreadsheets or another CRM?
Yes. Contacts, companies, and open deals are imported with duplicates merged and fields mapped, so the team starts from a clean, complete record instead of rebuilding it by hand.
Will our team get training?
Yes. Training, documentation, and a short period of support after go-live are part of delivery, and the screens are built around how your team already works so adoption is not a fight.
Can the CRM work for more than one sales team or territory?
Yes. Views, assignment rules, and reporting can be separated by team, product, or region, with managers seeing their own group and shared accounts visible where they should be. The structure is set during discovery so it matches how the business is actually organised.
What happens to our data if we stop using the CRM?
The records remain yours. Contacts, companies, notes, and history can be exported in standard formats at any time, because the data and the database stay in your name rather than being held inside a subscription you can cancel.
Can the CRM integrate with our email, phone, and accounting tools?
Yes. We connect the CRM to the services your team already uses, so emails, calls, and invoices attach to the right contact without manual entry. Where a tool has a published interface we integrate directly; where it does not, we agree a practical alternative during discovery. Integrations are tested with your real data before go-live.
How do you control which records each salesperson can see?
Access is set by role, so a representative sees their own accounts while a manager sees the whole team, and sensitive records can be restricted further. Permissions are configured during discovery to match how your business already shares and protects information. Every change to a record is logged so there is a clear history.