Service
Custom CRM development for Philippine businesses
We build a CRM system around the way your business sells and serves customers: your own records, stages and approvals, leads from Messenger, Viber and web forms, and dashboards your managers can read. You own the system and the data.
- Built for
- Teams that outgrew spreadsheets or a ready-made CRM
- Delivered as
- A web-based CRM on your own hosting and database
- Staff role
- Define the process, test each stage, own the data
- Price
- Request a quote
When a custom CRM is the right build
Most teams should start with a ready-made CRM software subscription, and our CRM automation service sets those up. A custom CRM makes sense when the business has records, steps or rules that a standard CRM system cannot hold without workarounds, or when per-user licence fees grow faster than the team.
- Businesses running sales and service from spreadsheets, group chats and paper forms
- Teams paying for a CRM platform and using only a fraction of it
- Companies with an industry process: property units, patient visits, applicants, shipments or service jobs
- Owners who want one system for leads, customers, staff tasks and reporting
What a custom CRM system includes
Records
Your own data model
Contacts, companies and deals, plus the records your business actually tracks: units, policies, patients, applicants, orders or job sites.
Pipeline
Pipelines and approvals
Stages, required fields and approval steps that match your process, with a clear owner on every record.
Capture
Leads from every channel
Messenger, Viber, WhatsApp, web forms and ad leads land in the CRM with their source, so nothing stays in a chat thread.
Automation
Tasks, reminders and messages
A stage change creates the next task, alerts the owner and sends the follow-up you approved.
Access
Roles and a customer portal
Each user sees what their role needs. An optional portal lets customers or partners check status and upload documents.
Reports
CRM dashboard and reports
Pipeline value, conversion by source and team activity on one CRM dashboard, with exports for finance.
From a chat enquiry to a closed deal in your own CRM
- Enquiry by chat or form (Messenger, Viber, web), Automated
- Record created with its source (Your CRM), Automated
- Owner assigned and alerted (Task + alert), Automated
- Sales or service follows up (Staff step), Your staff
- Approval or document step (Your rules), Automated
- Dashboard and reports update (CRM dashboard), Automated
Custom CRM or off-the-shelf CRM software?
Both are good choices for different businesses. This is how we help owners decide during scoping.
| Off-the-shelf CRM (HubSpot, Zoho, Salesforce, GoHighLevel) | Custom CRM | |
|---|---|---|
| Best for | Standard sales pipelines and teams that want to start this month | Industry processes, unusual records and approval steps |
| Cost shape | Monthly fee per user, rising with the plan and the team | Build cost, then hosting and support; no per-user licences |
| Fit to your process | You adapt to the vendor's fields and limits | Fields, stages and screens are built around your process |
| Data ownership | Held in the vendor's cloud under their terms | Your hosting, your database, exportable at any time |
| Chat channels | Depends on the vendor's add-ons and plan | Messenger, Viber and WhatsApp built in where their APIs allow |
If an off-the-shelf CRM covers your process, we say so and point you to CRM automation or the HubSpot, Zoho CRM and GoHighLevel pages.
Custom CRM examples by industry
Every custom CRM starts from the records a business already keeps. Typical builds for Philippine businesses:
Real estate
Real estate CRM
Buyers, units and projects in one place, with reservation, documents and payment-schedule stages. See real estate CRM.
Clinics
Clinic and healthcare CRM
Patient enquiries, bookings and recall reminders, with access limited to the staff who need it. See clinic automation.
BPO
Recruitment CRM for BPOs
Applicants from job posts and referrals moved through screening, interview and onboarding stages. See BPO automation.
E-commerce
E-commerce CRM
Customers, orders and repeat-purchase follow-ups linked to your store and chat inbox. See e-commerce automation.
Logistics
Logistics and service-job CRM
Accounts, quotes, bookings and job status, with updates sent to customers automatically. See logistics automation.
Professional services
Law and accounting CRM
Client intake, matters or engagements, deadlines and document requests in one record. See accounting automation.
Process
How a custom CRM build runs
Process mapping
We map how leads and customers move through your business today, the records you keep and the reports managers ask for.
Written scope and quote
Screens, fields, roles, integrations and data migration are written down, with a fixed quote for each phase.
Clickable prototype
Your team tests the main screens with sample data before the full build.
Build and integration
The CRM is built, connected to your chat channels, forms and other systems, and your existing contacts are imported.
Testing and training
Staff test real cases, managers sign off, and each role gets a walkthrough and written notes.
Support and changes
Hosting, backups and updates are covered under a support plan, and new features are quoted as your business grows.
Built on proven foundations
Where it fits, a custom CRM starts from a proven open-source CRM base and a standard PostgreSQL database rather than from a blank page. That keeps the build focused on what is specific to your business, and any competent developer can maintain it later.
AI features are added where they save time: call and chat summaries on a record, lead scoring from your own data, and drafted replies that staff approve. The custom AI and integrations page explains how those are built.
Personal data is handled under the Data Privacy Act of 2012 (RA 10173): role-based access, an audit log of changes, and hosting chosen with you in the scope.
What we need from you and what we handle
We need from you
- Your sales and service process as it runs today, including the spreadsheets and forms in use
- The records you track and the reports managers ask for
- Team roles and who approves what
- Access to the systems the CRM should connect to: chat pages, forms, accounting or inventory
- A named owner on your team who signs off each phase
We handle
- Process mapping and the written scope
- Data model, screens and user roles
- The build, hosting setup and backups
- Integrations with chat channels, forms and other systems
- Contact import, testing, training and handover notes
What a first project includes and what it leaves out
Included
- A web-based CRM with your records, pipelines and roles
- Up to three connected lead sources
- Core automations: assignment, tasks, reminders and stage messages
- One CRM dashboard and one contact import
- Source access and written documentation
Left out
- Native mobile apps (the CRM works in a phone browser)
- Third-party fees such as hosting, SMS and messaging API charges
- Migration of long histories from legacy systems, which is scoped separately
Limits we state plainly
- A custom CRM needs hosting, backups and updates, so a support plan or an in-house developer is part of the decision.
- Chat channels connect through their official APIs, and each platform sets its own rules for automated messages.
- Importing contacts needs a lawful basis for the data under the Data Privacy Act of 2012.
- A CRM works when staff use it. Each build names an owner on your team and keeps data entry to the minimum the reports need.
What it costs
Custom CRM development cost depends on the number of records, screens and integrations your process needs. Each phase is quoted in writing before work starts.
Custom CRM development
Request a quote
Quoted per project after a short review of your channels, volumes and systems.
Request a quoteWhat moves the price
- Number of record types and screens
- Pipelines, roles and approval steps
- Chat and system integrations
- Data migration and clean-up
- Customer portal or AI features
- Hosting and ongoing support
Questions we get asked
How much does a custom CRM cost in the Philippines?
It depends on the records, screens and integrations in scope. After a process-mapping call we send a written quote per phase, so you can start with the core CRM and add features later.
Is a custom CRM better than HubSpot, Zoho or Salesforce?
For standard sales pipelines, an off-the-shelf CRM is often the faster and cheaper choice, and we set those up too. A custom CRM pays off when your process needs records and steps those tools cannot hold, or when per-user licence fees add up across a large team.
Do we own the CRM and the data?
Yes. The CRM runs on hosting in your name, the database is yours and can be exported at any time, and you receive source access with the handover documentation.
Can the CRM capture leads from Facebook Messenger and Viber?
Yes, through the official Messenger and Viber business APIs. Enquiries become CRM records with their source, and replies can be sent from the CRM where the platform rules allow.
Can you migrate our data from spreadsheets or another CRM?
Yes. Contacts and open deals are cleaned, de-duplicated and imported where you have a lawful basis to hold them. Long histories from legacy systems are scoped separately.
Can you build a CRM for a small business?
Yes. Small-business CRM builds usually start with one pipeline, a customer list and the follow-up reminders, then grow phase by phase as the team does.
Next step
Show us the spreadsheets and chats your team runs on today.
Describe your records, your stages and the reports you need. We will say whether a custom CRM or an off-the-shelf CRM fits better, and what each would involve.