Custom CRM and internal tools: a program that works the way your business does
Customer lists in Excel, notes in your mailbox, jobs on slips of paper: important things get lost. A CRM (customer management system) brings everything into one place. Off-the-shelf programs are often too big or too rigid. We build a small tool of your own with exactly the features you really use.
Overview
Custom CRM and internal tools
Instead of Excel lists and slips of paper: a program of your own for your customers, jobs and tasks, matched to your processes.
Who it is for
- Businesses that manage customers and jobs in Excel today
- Teams that have tried a standard program but need only a few features
- Companies with particular processes that no standard program covers
What is included
Clarifying your processes: who does what, with which data
A customer list with history: enquiries, quotes, notes, files
Jobs and tasks with reminders
Roles and rights: everyone sees only what they should see
Connection to email, website form and calendar
Import of your existing Excel data
Written fixed-price offer before we start, payment only after approval
Buy ready-made or build your own?
A well-known CRM can be the better choice if your processes are ordinary. We tell you honestly if a ready-made program is enough, and only build something of your own when it is really worth it.
Your data stays your data
Customer data is sensitive. We clarify with you where the data is stored, who has access and how it is backed up. An export of all data as a file is planned from the start.
How it works
First we clarify your processes: who does what, with which data, and where does it get stuck today? From that comes a prototype to click through, which you and your team try out before anything is built for real. You click through real cases from your daily work. After your changes we build the first version, import your data from Excel and instruct your team. A first version usually takes twenty to forty working days. How long it really takes depends on the number of functions, the quality of your data and your team’s time for feedback. That is a guide value, not a promise. Further functions are added later in small steps.
How you measure success
The best measure is your daily work. Measure before and after how long it takes until an enquiry is answered. Count the quotes to customers that nobody followed up and the share of customers with a complete record. Time how long it takes to find a piece of information, for example the last quote to a customer. Repeat the measurement after some weeks of use to see whether the change lasts. The system can show how many people work with it each week. If it is hardly used, even the best function does not help. Then we talk openly about why. That you win more jobs because of it, we cannot promise.
Matching projects
Preview in your language, otherwise in English.
Frequently asked questions
Is a custom CRM not more expensive than a ready-made one?
To set up, a custom tool costs more, while a ready-made program costs per user on an ongoing basis. Which route is cheaper for you we work out side by side beforehand.
Can I extend it later?
Yes. We build in small steps so that new features can be added later without rebuilding everything.
Does my team need training?
We instruct your team before the start, in a short session with real examples from your daily work. You also receive a short guide for the most common steps. The simpler the processes in the prototype, the less training is needed. Anyone who uses the tool daily usually learns it quickly when it fits their work.
How safe is the import of my Excel data?
We work with a copy, and your original file stays unchanged. First we check columns, duplicates and gaps and show you a list of anything unusual. Then we import a small sample for you to look at. Only after your approval do all records follow. What is missing or duplicated in your lists we clean up together, because a new program does not make poor data better.
What does a custom CRM cost?
That depends on the features. You receive a written fixed-price offer before we start, payment only after approval.
We would be glad to show you what your new website can look like.
Free, without obligation and without a call. You only pay if you approve the finished website.
Or call us directly: +30 693 182 8158 · info@aen-media.com